Advent Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $2.13M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $401K | Sell |
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|
2018
Q4 | $2.78M | Buy |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $540K | Sell |
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|
2017
Q4 | $3.08M | Buy |
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|
2017
Q3 | $2.65M | Buy |
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