Wilkinson Global Asset 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 | $354K | Hold |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $300K | Buy |
|