Triangle Securities 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 | $1.45M | Buy |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $988K | Sell |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $973K | Sell |
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|
2023
Q3 | $856K | Sell |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $979K | Sell |
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|
2022
Q3 | $952K | Sell |
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|
2022
Q2 | $926K | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $701K | Sell |
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|
2020
Q2 | $734K | Buy |
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|
2020
Q1 | $502K | Buy |
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|
2019
Q4 | $638K | Buy |
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|
2019
Q3 | $525K | Buy |
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|
2019
Q2 | $508K | Buy |
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|
2019
Q1 | $480K | Buy |
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|
2018
Q4 | $441K | Buy |
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|
2018
Q3 | $419K | Sell |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $527K | Sell |
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|
2017
Q4 | $535K | Sell |
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|
2017
Q3 | $496K | Hold |
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|
2017
Q2 | $459K | Sell |
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|
2017
Q1 | $462K | Sell |
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|
2016
Q4 | $461K | Sell |
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|
2016
Q3 | $391K | Sell |
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|
2016
Q2 | $349K | Sell |
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|
2016
Q1 | $522K | Buy |
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|
2015
Q4 | $647K | Sell |
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|
2015
Q3 | $669K | Sell |
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|
2015
Q2 | $855K | Hold |
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|
2015
Q1 | $787K | Sell |
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|
2014
Q4 | $861K | Buy |
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|
2014
Q3 | $751K | Hold |
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|
2014
Q2 | $703K | Sell |
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|
2014
Q1 | $624K | Sell |
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|
2013
Q4 | $915K | Sell |
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|
2013
Q3 | $794K | Sell |
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|
2013
Q2 | $834K | Buy |
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