Univest Financial’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 | $395K | Buy |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | $257K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $204K | Buy |
|