Charles Schwab’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 | $1.55B | Buy |
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|
2025
Q1 | $1.28B | Sell |
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|
2024
Q4 | $1.39B | Buy |
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|
2024
Q3 | $1.14B | Buy |
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|
2024
Q2 | $1.06B | Buy |
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|
2024
Q1 | $1.01B | Buy |
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|
2023
Q4 | $816M | Buy |
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|
2023
Q3 | $684M | Sell |
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|
2023
Q2 | $717M | Buy |
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|
2023
Q1 | $735M | Buy |
|
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|
2022
Q4 | $711M | Buy |
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|
2022
Q3 | $663M | Buy |
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|
2022
Q2 | $534M | Sell |
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|
2022
Q1 | $618M | Buy |
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|
2021
Q4 | $688M | Sell |
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|
2021
Q3 | $689M | Sell |
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|
2021
Q2 | $657M | Buy |
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|
2021
Q1 | $552M | Buy |
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|
2020
Q4 | $451M | Buy |
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|
2020
Q3 | $261M | Sell |
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|
2020
Q2 | $272M | Sell |
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|
2020
Q1 | $197M | Sell |
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|
2019
Q4 | $313M | Sell |
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|
2019
Q3 | $262M | Sell |
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|
2019
Q2 | $270M | Buy |
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|
2019
Q1 | $255M | Sell |
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|
2018
Q4 | $241M | Buy |
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|
2018
Q3 | $279M | Buy |
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|
2018
Q2 | $275M | Buy |
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|
2018
Q1 | $308M | Sell |
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|
2017
Q4 | $311M | Buy |
|
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|
2017
Q3 | $282M | Sell |
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|
2017
Q2 | $270M | Buy |
|
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|
2017
Q1 | $250M | Buy |
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|
2016
Q4 | $220M | Buy |
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|
2016
Q3 | $144M | Buy |
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|
2016
Q2 | $110M | Buy |
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|
2016
Q1 | $103M | Buy |
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|
2015
Q4 | $128M | Buy |
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|
2015
Q3 | $126M | Sell |
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|
2015
Q2 | $155M | Sell |
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|
2015
Q1 | $192M | Buy |
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|
2014
Q4 | $197M | Buy |
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|
2014
Q3 | $173M | Buy |
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|
2014
Q2 | $135M | Buy |
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|
2014
Q1 | $120M | Sell |
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|
2013
Q4 | $124M | Sell |
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|
2013
Q3 | $114M | Buy |
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|
2013
Q2 | $101M | Buy |
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