Coldstream Capital 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
Q2 | $9.66M | Buy |
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|
2025
Q1 | $7.29M | Sell |
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|
2024
Q4 | $7.97M | Buy |
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|
2024
Q3 | $6.43M | Buy |
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|
2024
Q2 | $5.66M | Buy |
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|
2024
Q1 | $5.37M | Sell |
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|
2023
Q4 | $5.38M | Buy |
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|
2023
Q3 | $4.64M | Sell |
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|
2023
Q2 | $5.08M | Sell |
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|
2023
Q1 | $5.31M | Sell |
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|
2022
Q4 | $5.16M | Buy |
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|
2022
Q2 | $4.5M | Buy |
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|
2022
Q1 | $4.92M | Sell |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $4.73M | Sell |
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|
2021
Q1 | $4.02M | Buy |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $205K | Buy |
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|
2019
Q4 | $246K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $205K | Sell |
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|
2017
Q4 | $302K | Buy |
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|
2017
Q3 | $268K | Buy |
|