Warther 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $363K | Buy |
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|
2025
Q3 | $318K | Sell |
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|
2025
Q2 | $298K | Sell |
|
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|
2025
Q1 | $252K | Buy |
|
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|
2024
Q4 | $266K | Hold |
|
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|
2024
Q3 | $220K | Hold |
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|
2024
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $766K | Buy |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $532K | Buy |
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