Trilogy Capital’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 | $4.34M | Sell |
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|
2025
Q2 | $3.94M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $415K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $723K | Sell |
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|
2021
Q3 | $924K | Sell |
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|
2021
Q2 | $885K | Buy |
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