Bank of Montreal’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 | $902M | Buy |
|
|||||
|
2025
Q1 | $652M | Sell |
|
|||||
|
2024
Q4 | $719M | Sell |
|
|||||
|
2024
Q3 | $652M | Buy |
|
|||||
|
2024
Q2 | $603M | Sell |
|
|||||
|
2024
Q1 | $621M | Buy |
|
|||||
|
2023
Q4 | $616M | Buy |
|
|||||
|
2023
Q3 | $582M | Buy |
|
|||||
|
2023
Q2 | $567M | Sell |
|
|||||
|
2023
Q1 | $631M | Buy |
|
|||||
|
2022
Q4 | $556M | Sell |
|
|||||
|
2022
Q3 | $546K | Sell |
|
|||||
|
2022
Q2 | $538K | Buy |
|
|||||
|
2022
Q1 | $619M | Sell |
|
|||||
|
2021
Q4 | $969M | Sell |
|
|||||
|
2021
Q3 | $1.06B | Sell |
|
|||||
|
2021
Q2 | $985M | Buy |
|
|||||
|
2021
Q1 | $709M | Sell |
|
|||||
|
2020
Q4 | $700M | Sell |
|
|||||
|
2020
Q3 | $496M | Sell |
|
|||||
|
2020
Q2 | $506M | Buy |
|
|||||
|
2020
Q1 | $350M | Buy |
|
|||||
|
2019
Q4 | $501M | Sell |
|
|||||
|
2019
Q3 | $433M | Sell |
|
|||||
|
2019
Q2 | $456M | Buy |
|
|||||
|
2019
Q1 | $390M | Buy |
|
|||||
|
2018
Q4 | $236M | Sell |
|
|||||
|
2018
Q3 | $294M | Buy |
|
|||||
|
2018
Q2 | $299M | Buy |
|
|||||
|
2018
Q1 | $312M | Buy |
|
|||||
|
2017
Q4 | $294M | Buy |
|
|||||
|
2017
Q3 | $196M | Buy |
|
|||||
|
2017
Q2 | $153M | Buy |
|
|||||
|
2017
Q1 | $109M | Buy |
|
|||||
|
2016
Q4 | $88.8M | Buy |
|
|||||
|
2016
Q3 | $65.1M | Buy |
|
|||||
|
2016
Q2 | $51.2M | Buy |
|
|||||
|
2016
Q1 | $43.1M | Sell |
|
|||||
|
2015
Q4 | $66.8M | Sell |
|
|||||
|
2015
Q3 | $66.2M | Sell |
|
|||||
|
2015
Q2 | $97.1M | Buy |
|
|||||
|
2015
Q1 | $68.9M | Buy |
|
|||||
|
2014
Q4 | $72M | Sell |
|
|||||
|
2014
Q3 | $80.4M | Buy |
|
|||||
|
2014
Q2 | $24.5M | Sell |
|
|||||
|
2014
Q1 | $28.6M | Buy |
|
|||||
|
2013
Q4 | $13.9M | Buy |
|
|||||
|
2013
Q3 | $10.2M | Buy |
|
|||||
|
2013
Q2 | $8.49M | Buy |
|