AssetMark Inc’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 | $23.9M | Buy |
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|
2025
Q1 | $18.7M | Sell |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $25.9M | Sell |
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|
2024
Q2 | $24.5M | Buy |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $20.1M | Buy |
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|
2023
Q3 | $16.3M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $8.24M | Buy |
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|
2022
Q2 | $5.84M | Buy |
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|
2022
Q1 | $4.98M | Buy |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $5.69M | Buy |
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|
2021
Q1 | $4.7M | Sell |
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|
2020
Q4 | $4.35M | Sell |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $855K | Buy |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $278K | Sell |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $379K | Buy |
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|
2018
Q2 | $363K | Sell |
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $695K | Buy |
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|
2017
Q3 | $595K | Buy |
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|
2017
Q2 | $530K | Buy |
|
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|
2017
Q1 | $291K | Sell |
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|
2016
Q4 | $319K | Buy |
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|
2016
Q3 | $207K | Buy |
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|
2016
Q2 | $138K | Buy |
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|
2016
Q1 | $34K | Sell |
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|
2015
Q4 | $50K | Buy |
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|
2015
Q3 | $2K | Buy |
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