Baker Avenue 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 | $679K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $194K | Buy |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $5.04M | Sell |
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|
2015
Q1 | $7.51M | Buy |
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|
2014
Q4 | $8.03M | Sell |
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|
2014
Q3 | $8.55M | Buy |
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|
2014
Q2 | $7.17M | Buy |
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|
2014
Q1 | $2.91M | Buy |
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|
2013
Q4 | $2.08M | Buy |
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|
2013
Q3 | $1.43M | Buy |
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|
2013
Q2 | $1.12M | Buy |
|