Abner Herrman & Brock’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 | $26M | Buy |
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|
2025
Q2 | $23M | Sell |
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|
2025
Q1 | $25.7M | Sell |
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|
2024
Q4 | $28.9M | Sell |
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|
2024
Q3 | $24.1M | Sell |
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|
2024
Q2 | $22.5M | Buy |
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|
2024
Q1 | $21.1M | Buy |
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|
2023
Q4 | $16.9M | Sell |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $16.6M | Sell |
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|
2023
Q1 | $18.8M | Buy |
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|
2022
Q4 | $18.2M | Buy |
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|
2022
Q3 | $16.7M | Buy |
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|
2022
Q2 | $14.6M | Sell |
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|
2022
Q1 | $17.9M | Sell |
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|
2021
Q4 | $20.3M | Sell |
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|
2021
Q3 | $20.4M | Buy |
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|
2021
Q2 | $18.9M | Sell |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $12.4M | Buy |
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|
2020
Q3 | $7.95M | Sell |
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|
2020
Q2 | $9.04M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.83M | Sell |
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|
2019
Q1 | $3.73M | Sell |
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|
2018
Q4 | $4.62M | Sell |
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|
2018
Q3 | $5.47M | Sell |
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|
2018
Q2 | $5.58M | Sell |
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|
2018
Q1 | $8.73M | Sell |
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|
2017
Q4 | $8.58M | Buy |
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|
2017
Q3 | $7.87M | Sell |
|
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|
2017
Q2 | $7.41M | Sell |
|
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|
2017
Q1 | $9.46M | Sell |
|
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|
2016
Q4 | $9.66M | Sell |
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|
2016
Q3 | $7.32M | Sell |
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|
2016
Q2 | $6.07M | Sell |
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|
2016
Q1 | $6.37M | Buy |
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|
2015
Q4 | $4.38M | Sell |
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|
2015
Q3 | $5.65M | Buy |
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|
2015
Q2 | $3.88M | Buy |
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|
2015
Q1 | $2.98M | Sell |
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|
2014
Q4 | $3.24M | Sell |
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|
2014
Q3 | $2.9M | Buy |
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|
2014
Q2 | $2.42M | Hold |
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|
2014
Q1 | $2.33M | Hold |
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|
2013
Q4 | $2.37M | Buy |
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|
2013
Q3 | $1.13M | Sell |
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|
2013
Q2 | $1.75M | Buy |
|