WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $378K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $236K | Sell |
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|
2018
Q1 | $271K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $445K | Buy |
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|
2015
Q4 | $505K | Hold |
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|
2015
Q3 | $500K | Sell |
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|
2015
Q2 | $691K | Buy |
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|
2015
Q1 | $600K | Sell |
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|
2014
Q4 | $686K | Buy |
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|
2014
Q3 | $598K | Buy |
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|
2014
Q2 | $525K | Hold |
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|
2014
Q1 | $506K | Buy |
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|
2013
Q4 | $446K | Buy |
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|
2013
Q3 | $344K | Buy |
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|
2013
Q2 | $287K | Buy |
|