U.S. Capital Wealth 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
Q3 | $1.92M | Sell |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $3.24M | Sell |
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|
2022
Q1 | $9.46M | Buy |
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|
2021
Q4 | $4.16M | Sell |
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|
2021
Q3 | $4.16M | Buy |
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