Ameriprise’s Morgan Stanley MS Stock Holding History

Ameriprise’s Portfolio MS Stock Details MS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.89B	Buy	13,438,530 +374,711	+3%	+$52.8M	0.47%	28
2025 Q1	$1.52B	Buy	13,063,819 +219,729	+2%	+$25.6M	0.41%	40
2024 Q4	$1.62B	Sell	12,844,090 -267,728	-2%	-$33.7M	0.41%	39
2024 Q3	$1.37B	Buy	13,111,818 +96,487	+0.7%	+$10.1M	0.35%	54
2024 Q2	$1.27B	Sell	13,015,331 -281,368	-2%	-$27.4M	0.34%	50
2024 Q1	$1.25B	Sell	13,296,699 -2,039,253	-13%	-$192M	0.34%	51
2023 Q4	$1.43B	Sell	15,335,952 -1,658,594	-10%	-$155M	0.43%	41
2023 Q3	$1.39B	Sell	16,994,546 -916,833	-5%	-$74.9M	0.46%	39
2023 Q2	$1.53B	Buy	17,911,379 +1,561,282	+10%	+$133M	0.48%	35
2023 Q1	$1.44B	Buy	16,350,097 +1,262,338	+8%	+$111M	0.47%	36
2022 Q4	$1.28B	Sell	15,087,759 -177,783	-1%	-$15.1M	0.44%	40
2022 Q3	$1.21B	Sell	15,265,542 -1,730,741	-10%	-$137M	0.45%	39
2022 Q2	$1.29B	Sell	16,996,283 -1,302,322	-7%	-$98.9M	0.45%	39
2022 Q1	$1.59B	Sell	18,298,605 -5,459,544	-23%	-$475M	0.47%	34
2021 Q4	$2.32B	Buy	23,758,149 +7,416,538	+45%	+$725M	0.64%	21
2021 Q3	$1.59B	Sell	16,341,611 -1,125,178	-6%	-$109M	0.51%	30
2021 Q2	$1.6B	Sell	17,466,789 -330,782	-2%	-$30.3M	0.5%	32
2021 Q1	$1.38B	Sell	17,797,571 -1,779,668	-9%	-$138M	0.46%	36
2020 Q4	$1.34B	Buy	19,577,239 +5,961,353	+44%	+$409M	0.48%	35
2020 Q3	$658M	Sell	13,615,886 -217,096	-2%	-$10.5M	0.27%	75
2020 Q2	$668M	Buy	13,832,982 +1,669,701	+14%	+$80.6M	0.29%	71
2020 Q1	$413M	Sell	12,163,281 -2,847,027	-19%	-$96.8M	0.22%	97
2019 Q4	$767M	Buy	15,010,308 +685,733	+5%	+$35.1M	0.32%	58
2019 Q3	$611M	Buy	14,324,575 +1,310,027	+10%	+$55.9M	0.27%	74
2019 Q2	$570M	Buy	13,014,548 +409,482	+3%	+$17.9M	0.26%	80
2019 Q1	$532M	Sell	12,605,066 -1,429,210	-10%	-$60.3M	0.24%	75
2018 Q4	$557M	Buy	14,034,276 +2,168,494	+18%	+$86M	0.28%	73
2018 Q3	$570M	Sell	11,865,782 -2,660,979	-18%	-$128M	0.2%	105
2018 Q2	$689M	Sell	14,526,761 -3,587,892	-20%	-$170M	0.3%	63
2018 Q1	$977M	Sell	18,114,653 -140,490	-0.8%	-$7.58M	0.44%	40
2017 Q4	$958M	Sell	18,255,143 -1,136,788	-6%	-$59.6M	0.44%	41
2017 Q3	$934M	Sell	19,391,931 -1,581,503	-8%	-$76.2M	0.44%	34
2017 Q2	$935M	Buy	20,973,434 +654,034	+3%	+$29.1M	0.47%	34
2017 Q1	$871M	Sell	20,319,400 -3,460,007	-15%	-$148M	0.45%	38
2016 Q4	$1B	Buy	23,779,407 +1,559,458	+7%	+$65.9M	0.55%	33
2016 Q3	$712M	Buy	22,219,949 +1,254,736	+6%	+$40.2M	0.4%	47
2016 Q2	$545M	Buy	20,965,213 +15,064,236	+255%	+$391M	0.32%	66
2016 Q1	$148M	Sell	5,900,977 -130,124	-2%	-$3.25M	0.09%	229
2015 Q4	$192M	Sell	6,031,101 -298,940	-5%	-$9.51M	0.11%	186
2015 Q3	$200M	Sell	6,330,041 -416,724	-6%	-$13.1M	0.12%	164
2015 Q2	$262M	Sell	6,746,765 -660,489	-9%	-$25.6M	0.15%	145
2015 Q1	$264M	Sell	7,407,254 -326,592	-4%	-$11.7M	0.15%	141
2014 Q4	$300M	Buy	7,733,846 +93,238	+1%	+$3.62M	0.17%	137
2014 Q3	$264M	Sell	7,640,608 -162,276	-2%	-$5.61M	0.16%	151
2014 Q2	$252M	Sell	7,802,884 -873,274	-10%	-$28.2M	0.15%	158
2014 Q1	$270M	Sell	8,676,158 -1,370,228	-14%	-$42.7M	0.16%	151
2013 Q4	$315M	Sell	10,046,386 -1,674,699	-14%	-$52.5M	0.19%	129
2013 Q3	$316M	Sell	11,721,085 -122,116	-1%	-$3.29M	0.21%	114
2013 Q2	$289M	Buy	+11,843,201	New	+$289M	0.2%	112