Visionary Wealth 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
Q2 | $1.06M | Buy |
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|
2025
Q1 | $866K | Buy |
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|
2024
Q4 | $829K | Buy |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $524K | Buy |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $553K | Sell |
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|
2022
Q4 | $543K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $508K | Buy |
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|
2020
Q4 | $423K | Buy |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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