Corient Capital Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.07M | Hold |
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|
2022
Q2 | $4.07M | Buy |
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|
2022
Q1 | $4.24M | Buy |
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|
2021
Q4 | $4.76M | Sell |
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|
2021
Q3 | $4.73M | Sell |
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|
2021
Q2 | $4.49M | Sell |
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|
2021
Q1 | $4.03M | Buy |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $923K | Sell |
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|
2020
Q2 | $986K | Buy |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $376K | Sell |
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|
2019
Q3 | $354K | Buy |
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|
2019
Q2 | $271K | Sell |
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|
2019
Q1 | $1.44M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $554K | Sell |
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|
2017
Q1 | $2.89M | Sell |
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|
2016
Q4 | $3.33M | Buy |
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|
2016
Q3 | $2M | Buy |
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