TriaGen Wealth Management’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
Q3 | $917K | Sell |
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|
2025
Q2 | $813K | Buy |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $889K | Hold |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $687K | Sell |
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|
2024
Q1 | $669K | Hold |
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|
2023
Q4 | $663K | Buy |
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|
2023
Q3 | $564K | Hold |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $584K | Hold |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $542K | Hold |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $690K | Sell |
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|
2021
Q1 | $749K | Sell |
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|
2020
Q4 | $693K | Buy |
|