Corient Private Wealth’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 | $201M | Buy |
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|
2025
Q2 | $177M | Sell |
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|
2025
Q1 | $146M | Sell |
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|
2024
Q4 | $161M | Sell |
|
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|
2024
Q3 | $198M | Buy |
|
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|
2024
Q2 | $164M | Sell |
|
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|
2024
Q1 | $175M | Sell |
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|
2023
Q4 | $174M | Sell |
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|
2023
Q3 | $166M | Sell |
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|
2023
Q2 | $175M | Buy |
|
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|
2023
Q1 | $91.2M | Buy |
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|
2022
Q4 | $41.1M | Buy |
|