Bank Julius Baer & Co’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 | $1.03M | Buy |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $202K | Buy |
|
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|
2024
Q1 | $75.3K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | $66K | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $780K | Sell |
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|
2022
Q3 | $919K | Sell |
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|
2022
Q2 | $971K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $5.17M | Sell |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $7.85M | Buy |
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|
2021
Q1 | $6.37M | Buy |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $681K | Sell |
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|
2020
Q2 | $700K | Sell |
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|
2020
Q1 | $655K | Buy |
|