Wealth Effects’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 | $807K | Hold |
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|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $713K | Sell |
|
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|
2024
Q3 | $594K | Hold |
|
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|
2024
Q2 | $554K | Sell |
|
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|
2024
Q1 | $542K | Hold |
|
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|
2023
Q4 | $537K | Buy |
|
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $487K | Hold |
|
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.15M | Hold |
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|
2021
Q4 | $1.29M | Buy |
|