Chesapeake Asset 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
Q4 | $157K | Hold |
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|
2025
Q3 | $141K | Hold |
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|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $125K | Buy |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $10.2K | Buy |
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|
2024
Q2 | $8.07K | Hold |
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|
2024
Q1 | $7.82K | Hold |
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|
2023
Q4 | $7.74K | Sell |
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|
2023
Q3 | $23.7K | Buy |
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|
2023
Q2 | $21.7K | Sell |
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|
2023
Q1 | $27.6K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.6M | Sell |
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|
2016
Q4 | $3.38M | Buy |
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|
2016
Q3 | $446K | Buy |
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