Aureus Asset 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 | $7.5M | Buy |
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|
2025
Q1 | $6.21M | Sell |
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|
2024
Q4 | $6.72M | Sell |
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|
2024
Q3 | $5.96M | Buy |
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|
2024
Q2 | $5.5M | Sell |
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|
2024
Q1 | $5.35M | Buy |
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|
2023
Q4 | $4.91M | Buy |
|
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $5.07M | Buy |
|
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|
2022
Q4 | $4.68M | Buy |
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|
2022
Q3 | $4.04M | Buy |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.4M | Buy |
|