Wolff Wiese Magana’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 | $2.41M | Sell |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $2.48M | Sell |
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|
2024
Q3 | $2.47M | Buy |
|
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $164K | Buy |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $135K | Sell |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $213K | Buy |
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|
2020
Q4 | $176K | Buy |
|