Vantage Financial Partners (Illinois)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $724K | Sell |
|
|||||
|
2024
Q1 | $706K | Sell |
|
|||||
|
2023
Q4 | $746K | Sell |
|
|||||
|
2023
Q3 | $706K | Buy |
|
|||||
|
2023
Q2 | $713K | Buy |
|
|||||
|
2023
Q1 | $707K | Sell |
|
|||||
|
2022
Q4 | $697K | Buy |
|
|||||
|
2022
Q3 | $585K | Hold |
|
|||||
|
2022
Q2 | $563K | Buy |
|
|||||
|
2022
Q1 | $520K | Buy |
|
|||||
|
2021
Q4 | $461K | Buy |
|
|||||
|
2021
Q3 | $321K | Buy |
|
|||||
|
2021
Q2 | $284K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $596K | Buy |
|
|||||
|
2020
Q3 | $372K | Buy |
|
|||||
|
2020
Q2 | $353K | Hold |
|
|||||
|
2020
Q1 | $248K | Hold |
|
|||||
|
2019
Q4 | $373K | Buy |
|