Wealthspire Advisors (New York)’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 | $3.52M | Sell |
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|
2025
Q2 | $3.46M | Sell |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.81M | Sell |
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|
2024
Q3 | $3.49M | Buy |
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|
2024
Q2 | $3.21M | Sell |
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|
2024
Q1 | $3.32M | Sell |
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|
2023
Q4 | $3.46M | Sell |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $780K | Sell |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $657K | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $738K | Buy |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $45K | Buy |
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