Cresset Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
37,097
-4,576
| -11% | -$645K | 0.02% | 354 |
|
|
2025
Q1 | $4.86M | Buy |
41,673
+625
| +2% | +$72.9K | 0.02% | 347 |
|
|
2024
Q4 | $5.16M | Sell |
41,048
-74,945
| -65% | -$9.42M | 0.02% | 338 |
|
|
2024
Q3 | $12.1M | Buy |
115,993
+5,394
| +5% | +$562K | 0.05% | 260 |
|
|
2024
Q2 | $10.7M | Buy |
110,599
+23,649
| +27% | +$2.3M | 0.05% | 257 |
|
|
2024
Q1 | $8.19M | Buy |
86,950
+15,601
| +22% | +$1.47M | 0.04% | 284 |
|
|
2023
Q4 | $6.65M | Sell |
71,349
-5,354
| -7% | -$499K | 0.04% | 271 |
|
|
2023
Q3 | $6.26M | Sell |
76,703
-1,877
| -2% | -$153K | 0.02% | 269 |
|
|
2023
Q2 | $6.71M | Buy |
78,580
+50,887
| +184% | +$4.35M | 0.01% | 252 |
|
|
2023
Q1 | $2.43M | Sell |
27,693
-4
| -0% | -$351 | 0.05% | 207 |
|
|
2022
Q4 | $1.85M | Buy |
27,697
+2,730
| +11% | +$182K | 0.02% | 209 |
|
|
2022
Q3 | $1.97M | Sell |
24,967
-14,754
| -37% | -$1.17M | 0.02% | 214 |
|
|
2022
Q2 | $2.84M | Buy |
39,721
+3,756
| +10% | +$269K | 0.03% | 178 |
|
|
2022
Q1 | $2.9M | Sell |
35,965
-1,387
| -4% | -$112K | 0.03% | 197 |
|
|
2021
Q4 | $3.41M | Sell |
37,352
-2,794
| -7% | -$255K | 0.03% | 204 |
|
|
2021
Q3 | $3.91M | Buy |
40,146
+10,663
| +36% | +$1.04M | 0.05% | 137 |
|
|
2021
Q2 | $2.7M | Sell |
29,483
-2,736
| -8% | -$251K | 0.04% | 163 |
|
|
2021
Q1 | $2.5M | Buy |
32,219
+10,252
| +47% | +$795K | 0.04% | 148 |
|
|
2020
Q4 | $1.51M | Buy |
21,967
+5,489
| +33% | +$376K | 0.02% | 188 |
|
|
2020
Q3 | $797K | Sell |
16,478
-4,070
| -20% | -$197K | 0.01% | 262 |
|
|
2020
Q2 | $992K | Buy |
20,548
+6,228
| +43% | +$301K | 0.02% | 213 |
|
|
2020
Q1 | $487K | Sell |
14,320
-441
| -3% | -$15K | 0.01% | 292 |
|
|
2019
Q4 | $755K | Buy |
14,761
+7,986
| +118% | +$408K | 0.02% | 244 |
|
|
2019
Q3 | $289K | Buy |
6,775
+1,928
| +40% | +$82.2K | 0.01% | 395 |
|
|
2019
Q2 | $212K | Buy |
4,847
+366
| +8% | +$16K | 0.01% | 434 |
|
|
2019
Q1 | $189K | Buy |
4,481
+2,325
| +108% | +$98.1K | 0.01% | 388 |
|
|
2018
Q4 | $85K | Buy |
+2,156
| New | +$85K | 0.01% | 361 |
|