BLB&B Advisors’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 | $409K | Buy |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $486K | Buy |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | $225K | Sell |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $360K | Hold |
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|
2017
Q4 | $350K | Hold |
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|
2017
Q3 | $321K | Hold |
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|
2017
Q2 | $297K | Buy |
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|
2017
Q1 | $277K | Hold |
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|
2016
Q4 | $273K | Hold |
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|
2016
Q3 | $207K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $222K | Hold |
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|
2015
Q3 | $220K | Sell |
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|
2015
Q2 | $276K | Sell |
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|
2015
Q1 | $260K | Hold |
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|
2014
Q4 | $283K | Sell |
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|
2014
Q3 | $374K | Hold |
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|
2014
Q2 | $350K | Hold |
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|
2014
Q1 | $337K | Hold |
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|
2013
Q4 | $339K | Sell |
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|
2013
Q3 | $305K | Sell |
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|
2013
Q2 | $277K | Buy |
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