Transcend Capital Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
|
|||||
|
2025
Q1 | $2.81M | Sell |
|
|||||
|
2024
Q4 | $3.17M | Sell |
|
|||||
|
2024
Q3 | $2.67M | Sell |
|
|||||
|
2024
Q2 | $2.57M | Buy |
|
|||||
|
2024
Q1 | $2.39M | Sell |
|
|||||
|
2023
Q4 | $2.41M | Sell |
|
|||||
|
2023
Q3 | $2.12M | Sell |
|
|||||
|
2023
Q2 | $2.65M | Sell |
|
|||||
|
2023
Q1 | $3.08M | Sell |
|
|||||
|
2022
Q4 | $3.28M | Sell |
|
|||||
|
2022
Q3 | $3.87M | Buy |
|
|||||
|
2022
Q2 | $3.53M | Sell |
|
|||||
|
2022
Q1 | $4.21M | Buy |
|
|||||
|
2021
Q4 | $4.72M | Buy |
|
|||||
|
2021
Q3 | $4.46M | Buy |
|
|||||
|
2021
Q2 | $3.72M | Buy |
|
|||||
|
2021
Q1 | $3.01M | Sell |
|
|||||
|
2020
Q4 | $2.78M | Buy |
|
|||||
|
2020
Q3 | $611K | Buy |
|