Compagnie Lombard Odier SCmA’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 | $4.75M | Sell |
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|
2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $4.24M | Sell |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $3.28M | Sell |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | $30.6K | Hold |
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|
2023
Q2 | $32K | Hold |
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|
2023
Q1 | $32.9K | Hold |
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|
2022
Q4 | $32K | Hold |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $156K | Hold |
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|
2022
Q1 | $181K | Hold |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $55K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $58K | Hold |
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|
2019
Q3 | $48K | Sell |
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|
2019
Q2 | $66K | Hold |
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|
2019
Q1 | $63K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Sell |
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|
2018
Q2 | $132K | Sell |
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|
2018
Q1 | $158K | Sell |
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|
2017
Q4 | $336K | Buy |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $2.83M | Hold |
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|
2017
Q1 | $2.72M | Sell |
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|
2016
Q4 | $4.07M | Sell |
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|
2016
Q3 | $3.72M | Sell |
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|
2016
Q2 | $3.07M | Sell |
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|
2016
Q1 | $4.37M | Buy |
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|
2015
Q4 | $3.98M | Sell |
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|
2015
Q3 | $4.14M | Buy |
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|
2015
Q2 | $4.75M | Sell |
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|
2015
Q1 | $4.37M | Buy |
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|
2014
Q4 | $2.49M | Sell |
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|
2014
Q3 | $2.74M | Sell |
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|
2014
Q2 | $2.58M | Buy |
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|
2014
Q1 | $2.47M | Buy |
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|
2013
Q4 | $2.45M | Buy |
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