Comprehensive Financial Consultants Institutional’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 | $3.08M | Sell |
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|
2025
Q2 | $2.8M | Sell |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.57M | Buy |
|
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|
2024
Q3 | $1.16M | Sell |
|
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|
2024
Q2 | $1.1M | Buy |
|
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|
2024
Q1 | $988K | Buy |
|
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|
2023
Q4 | $943K | Buy |
|
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $846K | Buy |
|
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|
2023
Q1 | $835K | Buy |
|
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|
2022
Q4 | $822K | Buy |
|
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $609K | Sell |
|
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|
2022
Q1 | $676K | Sell |
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|
2021
Q4 | $773K | Buy |
|