Waterfront 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 | $2.36M | Buy |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.95M | Buy |
|
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|
2024
Q3 | $1.82M | Buy |
|
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.38M | Buy |
|
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.03M | Buy |
|
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|
2023
Q2 | $1.34M | Buy |
|
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|
2023
Q1 | $1.05M | Buy |
|
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $856K | Buy |
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|
2021
Q4 | $670K | Buy |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $261K | Buy |
|