ClearBridge Investments’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 | $57.6M | Sell |
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|
2025
Q2 | $54.2M | Sell |
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|
2025
Q1 | $47.1M | Sell |
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|
2024
Q4 | $62.9M | Sell |
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|
2024
Q3 | $60.6M | Sell |
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|
2024
Q2 | $60.8M | Sell |
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|
2024
Q1 | $61.2M | Sell |
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|
2023
Q4 | $62.9M | Sell |
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|
2023
Q3 | $70.3M | Buy |
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|
2023
Q2 | $61.4M | Buy |
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|
2023
Q1 | $61.9M | Sell |
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|
2022
Q4 | $66.1M | Buy |
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|
2022
Q3 | $59.8M | Buy |
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|
2022
Q2 | $53.8M | Sell |
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|
2022
Q1 | $66.3M | Buy |
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|
2021
Q4 | $68.3M | Sell |
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|
2021
Q3 | $68.5M | Buy |
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|
2021
Q2 | $56.3M | Buy |
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|
2021
Q1 | $42.5M | Buy |
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|
2020
Q4 | $26.5M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $17K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $19K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $143K | Buy |
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|
2014
Q4 | $94K | Buy |
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|
2014
Q3 | $81K | Sell |
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|
2014
Q2 | $88K | Buy |
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|
2014
Q1 | $73K | Sell |
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|
2013
Q4 | $82K | Buy |
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|
2013
Q3 | $6K | Sell |
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|
2013
Q2 | $4.93M | Buy |
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