West Paces 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
Q2 | – | Sell |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $118K | Sell |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $92.3K | Sell |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | $86.4K | Sell |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $104K | Hold |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $111K | Hold |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $45.8K | Hold |
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|
2020
Q2 | $45.7K | Hold |
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|
2020
Q1 | $32.2K | Sell |
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|
2019
Q4 | $55.8K | Buy |
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|
2019
Q3 | $34.2K | Hold |
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|
2019
Q2 | $35.1K | Hold |
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|
2019
Q1 | $33.8K | Sell |
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|
2018
Q4 | $36.2K | Hold |
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|
2018
Q3 | $42.5K | Hold |
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|
2018
Q2 | $43.2K | Buy |
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|
2018
Q1 | $43.3K | Hold |
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|
2017
Q4 | $42.1K | Hold |
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|
2017
Q3 | $38.6K | Hold |
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|
2017
Q2 | $35.7K | Hold |
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|
2017
Q1 | $34.4K | Hold |
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|
2016
Q4 | $33.9K | Buy |
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