Willner & Heller’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 | $736K | Sell |
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|
2025
Q2 | $657K | Buy |
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|
2025
Q1 | $540K | Buy |
|
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|
2024
Q4 | $579K | Sell |
|
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|
2024
Q3 | $499K | Buy |
|
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|
2024
Q2 | $461K | Sell |
|
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|
2024
Q1 | $482K | Buy |
|
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|
2023
Q4 | $467K | Buy |
|
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $310K | Buy |
|
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|
2022
Q2 | $295K | Buy |
|
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $370K | Buy |
|