Cozad Asset Management’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 | $291K | Sell |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $254K | Buy |
|