Western Wealth Management’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 | $1.25M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $642K | Buy |
|
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|
2024
Q2 | $582K | Sell |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $536K | Buy |
|
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $569K | Sell |
|
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $835K | Buy |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $239K | Buy |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $216K | Buy |
|