WESPAC Advisors’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
Q4 | $212K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $725K | Sell |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $641K | Sell |
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|
2020
Q4 | $688K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $486K | Sell |
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|
2017
Q3 | $639K | Buy |
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|
2017
Q2 | $587K | Buy |
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|
2017
Q1 | $380K | Buy |
|