UBP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.59M | Hold |
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|
2022
Q2 | $1.53M | Hold |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.96M | Hold |
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|
2021
Q3 | $1.95M | Hold |
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|
2021
Q2 | $1.83M | Hold |
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|
2021
Q1 | $1.55M | Hold |
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|
2020
Q4 | $1.37M | Hold |
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|
2020
Q3 | $967K | Hold |
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|
2020
Q2 | $966K | Hold |
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|
2020
Q1 | $680K | Hold |
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|
2019
Q4 | $1.02M | Hold |
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|
2019
Q3 | $853K | Hold |
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|
2019
Q2 | $876K | Hold |
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|
2019
Q1 | $844K | Hold |
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|
2018
Q4 | $793K | Sell |
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|
2018
Q3 | $969K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.09M | Buy |
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