Calamos Wealth 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
Q3 | $13.9M | Buy |
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|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $8.84M | Sell |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $8.53M | Buy |
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|
2024
Q2 | $7.9M | Sell |
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|
2024
Q1 | $12.8M | Sell |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $849K | Buy |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $877K | Sell |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $799K | Sell |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $891K | Buy |
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|
2020
Q3 | $558K | Sell |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $778K | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.31M | Sell |
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|
2018
Q3 | $1.69M | Buy |
|
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|
2018
Q2 | $1.7M | Sell |
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $1.97M | Sell |
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|
2017
Q3 | $1.86M | Buy |
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|
2017
Q2 | $1.41M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $271K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $588K | Buy |
|