West Family Investments’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 | $307K | Buy |
|
|||||
|
2025
Q2 | $785K | Buy |
|
|||||
|
2025
Q1 | $406K | Buy |
|
|||||
|
2024
Q4 | $371K | Sell |
|
|||||
|
2024
Q3 | $314K | Buy |
|
|||||
|
2024
Q2 | $252K | Buy |
|
|||||
|
2024
Q1 | $242K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $300K | Sell |
|
|||||
|
2023
Q2 | $399K | Hold |
|
|||||
|
2023
Q1 | $411K | Hold |
|
|||||
|
2022
Q4 | $398K | Sell |
|
|||||
|
2022
Q3 | $376K | Buy |
|
|||||
|
2022
Q2 | $307K | Sell |
|
|||||
|
2022
Q1 | $375K | Sell |
|
|||||
|
2021
Q4 | $436K | Sell |
|
|||||
|
2021
Q3 | $478K | Buy |
|
|||||
|
2021
Q2 | $434K | Buy |
|