Advisors 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 | $2.44M | Buy |
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|
2025
Q4 | $2.12M | Buy |
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|
2025
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $926K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $689K | Buy |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $590K | Sell |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $875K | Buy |
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|
2021
Q3 | $859K | Buy |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $2.94M | Buy |
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