Conning Inc’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 | $37.7M | Sell |
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|
2025
Q1 | $33.9M | Buy |
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|
2024
Q4 | $36.5M | Sell |
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|
2024
Q3 | $39.2M | Buy |
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|
2024
Q2 | $35.4M | Sell |
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|
2024
Q1 | $37.9M | Buy |
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|
2023
Q4 | $36.1M | Sell |
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|
2023
Q3 | $32.1M | Sell |
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|
2023
Q2 | $34M | Buy |
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|
2023
Q1 | $31.4M | Sell |
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|
2022
Q4 | $31.5M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $891K | Buy |
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|
2020
Q2 | $879K | Buy |
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|
2020
Q1 | $600K | Sell |
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|
2019
Q4 | $939K | Sell |
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|
2019
Q3 | $847K | Sell |
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|
2019
Q2 | $972K | Sell |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.82M | Sell |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $1.7M | Sell |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.54M | Sell |
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|
2016
Q3 | $1.2M | Buy |
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|
2016
Q2 | $949K | Buy |
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|
2016
Q1 | $900K | Buy |
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|
2015
Q4 | $1.11M | Sell |
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|
2015
Q3 | $1.17M | Sell |
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|
2015
Q2 | $1.58M | Sell |
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|
2015
Q1 | $1.48M | Buy |
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|
2014
Q4 | $1.6M | Sell |
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|
2014
Q3 | $1.44M | Buy |
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|
2014
Q2 | $1.33M | Sell |
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|
2014
Q1 | $1.34M | Buy |
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|
2013
Q4 | $1.28M | Buy |
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|
2013
Q3 | $907K | Buy |
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|
2013
Q2 | $812K | Buy |
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