Alphinity Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588M | Sell |
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|
2025
Q1 | $624M | Sell |
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|
2024
Q4 | $750M | Sell |
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|
2024
Q3 | $622M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $184M | Buy |
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|
2021
Q3 | $161M | Sell |
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|
2021
Q2 | $179M | Sell |
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|
2021
Q1 | $157M | Buy |
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|
2020
Q4 | $76.9M | Buy |
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|
2020
Q3 | $49.1M | Sell |
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|
2020
Q2 | $50.6M | Buy |
|