Waldron Private Wealth’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 | $544K | Buy |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $964K | Buy |
|
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|
2024
Q3 | $778K | Sell |
|
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|
2024
Q2 | $774K | Buy |
|
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|
2024
Q1 | $740K | Buy |
|
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $531K | Sell |
|
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|
2023
Q1 | $794K | Sell |
|
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|
2022
Q4 | $730K | Hold |
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|
2022
Q3 | $730K | Buy |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $657K | Buy |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $418K | Buy |
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|
2020
Q4 | $237K | Buy |
|