Transform Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $1.57M | Buy |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1M | Buy |
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