Valeo Financial 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 | $2.71M | Sell |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $585K | Sell |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $198K | Sell |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $175K | Buy |
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|
2019
Q3 | $121K | Buy |
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|
2019
Q2 | $123K | Sell |
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|
2019
Q1 | $123K | Buy |
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|
2018
Q4 | $88K | Buy |
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|
2018
Q3 | $100K | Buy |
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|
2018
Q2 | $94K | Buy |
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|
2018
Q1 | $104K | Buy |
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|
2017
Q4 | $26K | Buy |
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|
2017
Q3 | $12K | Buy |
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