Alley Investment Management Company’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
Q2
$9.73M Buy
2025
Q1
$7.29M Buy
2024
Q4
$4.49M Sell
2024
Q3
$3.76M Hold
2024
Q2
$3.5M Hold
2024
Q1
$3.39M Hold
2023
Q4
$3.36M Hold
2023
Q3
$2.94M Hold
2023
Q2
$3.08M Hold
2023
Q1
$3.16M Hold
2022
Q4
$3.06M Buy
2022
Q2
Sell
2022
Q1
$202K Buy