Valmark Advisers’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 | $604K | Buy |
|
|||||
|
2025
Q2 | $525K | Sell |
|
|||||
|
2025
Q1 | $481K | Buy |
|
|||||
|
2024
Q4 | $494K | Buy |
|
|||||
|
2024
Q3 | $287K | Sell |
|
|||||
|
2024
Q2 | $274K | Sell |
|
|||||
|
2024
Q1 | $271K | Hold |
|
|||||
|
2023
Q4 | $269K | Sell |
|
|||||
|
2023
Q3 | $237K | Sell |
|
|||||
|
2023
Q2 | $252K | Buy |
|
|||||
|
2023
Q1 | $253K | Sell |
|
|||||
|
2022
Q4 | $251K | Buy |
|
|||||
|
2022
Q3 | $230K | Sell |
|
|||||
|
2022
Q2 | $222K | Sell |
|
|||||
|
2022
Q1 | $395K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $294K | Buy |
|
|||||
|
2021
Q2 | $271K | Buy |
|