CIBC Private Wealth Group’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 | $47.9M | Buy |
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|
2025
Q2 | $41.5M | Sell |
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|
2025
Q1 | $29.6M | Sell |
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|
2024
Q4 | $38.4M | Buy |
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|
2024
Q3 | $30.1M | Sell |
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|
2024
Q2 | $29M | Sell |
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|
2024
Q1 | $27.7M | Sell |
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|
2023
Q4 | $61.5M | Sell |
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|
2023
Q3 | $70.8M | Sell |
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|
2023
Q2 | $80.8M | Sell |
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|
2023
Q1 | $108M | Buy |
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|
2022
Q4 | $30.5M | Sell |
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|
2022
Q3 | $71.8M | Buy |
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|
2022
Q2 | $68.4M | Buy |
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|
2022
Q1 | $55M | Sell |
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|
2021
Q4 | $77.6M | Buy |
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|
2021
Q3 | $74.2M | Buy |
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|
2021
Q2 | $61.3M | Buy |
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|
2021
Q1 | $20.1M | Buy |
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|
2020
Q4 | $10.9M | Buy |
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|
2020
Q3 | $4.32M | Buy |
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|
2020
Q2 | $3.61M | Buy |
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|
2020
Q1 | $943K | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $910K | Sell |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $944K | Sell |
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|
2018
Q4 | $970K | Sell |
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|
2018
Q3 | $1.34M | Buy |
|
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.35M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $882K | Buy |
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|
2017
Q2 | $758K | Buy |
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|
2017
Q1 | $663K | Buy |
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|
2016
Q4 | $577K | Buy |
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|
2016
Q3 | $419K | Sell |
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|
2016
Q2 | $384K | Sell |
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|
2016
Q1 | $410K | Sell |
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|
2015
Q4 | $668K | Buy |
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|
2015
Q3 | $428K | Sell |
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|
2015
Q2 | $674K | Buy |
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|
2015
Q1 | $598K | Sell |
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|
2014
Q4 | $692K | Buy |
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|
2014
Q3 | $409K | Buy |
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|
2014
Q2 | $365K | Buy |
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|
2014
Q1 | $352K | Buy |
|