WESPAC Advisors SoCal’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 | $1.17M | Buy |
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|
2025
Q4 | $450K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $17.7K | Hold |
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|
2016
Q3 | $13.5K | Sell |
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|
2016
Q2 | $75.9K | Hold |
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|
2016
Q1 | $73K | Sell |
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|
2015
Q4 | $616K | Buy |
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