Wealth Enhancement Advisory Services’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 | $142M | Buy |
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|
2025
Q1 | $113M | Sell |
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|
2024
Q4 | $123M | Buy |
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|
2024
Q3 | $101M | Buy |
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|
2024
Q2 | $92.1M | Buy |
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|
2024
Q1 | $88.4M | Buy |
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|
2023
Q4 | $84.3M | Sell |
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|
2023
Q3 | $85.6M | Buy |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $9.69M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.87M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $838K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.23M | Buy |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $892K | Buy |
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|
2015
Q3 | $791K | Buy |
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|
2015
Q2 | $778K | Buy |
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|
2015
Q1 | $690K | Buy |
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|
2014
Q4 | $649K | Buy |
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