Ballentine Partners’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
Q3 | $9.35M | Buy |
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|
2025
Q2 | $8.21M | Buy |
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|
2025
Q1 | $6.33M | Buy |
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|
2024
Q4 | $6.64M | Buy |
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|
2024
Q3 | $5.29M | Buy |
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|
2024
Q2 | $4.78M | Buy |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $5.76M | Sell |
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|
2023
Q2 | $6.03M | Sell |
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|
2023
Q1 | $6.45M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $818K | Sell |
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|
2020
Q4 | $761K | Sell |
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|
2020
Q3 | $576K | Buy |
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|
2020
Q2 | $550K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $544K | Sell |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $264K | Sell |
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|
2018
Q4 | $359K | Buy |
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|
2018
Q3 | $278K | Sell |
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|
2018
Q2 | $296K | Sell |
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|
2018
Q1 | $345K | Buy |
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|
2017
Q4 | $330K | Sell |
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|
2017
Q3 | $315K | Sell |
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|
2017
Q2 | $323K | Sell |
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|
2017
Q1 | $326K | Buy |
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|
2016
Q4 | $306K | Buy |
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|
2016
Q3 | $215K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $213K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $237K | Buy |
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|
2015
Q1 | $217K | Sell |
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|
2014
Q4 | $243K | Hold |
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|
2014
Q3 | $216K | Sell |
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|
2014
Q2 | $203K | Buy |
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