Certuity’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 | $28.6M | Buy |
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|
2025
Q1 | $23.7M | Buy |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q3 | $21.1M | Buy |
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|
2024
Q2 | $19.6M | Sell |
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|
2024
Q1 | $19.1M | Buy |
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|
2023
Q4 | $18.9M | Buy |
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|
2023
Q3 | $16.5M | Sell |
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|
2023
Q2 | $21.5M | Buy |
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|
2023
Q1 | $22.1M | Sell |
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|
2022
Q4 | $23.7M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $223K | Buy |
|