CX Institutional’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 | $1.33M | Buy |
|
|||||
|
2025
Q2 | $1.1M | Buy |
|
|||||
|
2025
Q1 | $882K | Sell |
|
|||||
|
2024
Q4 | $956K | Buy |
|
|||||
|
2024
Q3 | $744K | Buy |
|
|||||
|
2024
Q2 | $642K | Buy |
|
|||||
|
2024
Q1 | $583K | Buy |
|
|||||
|
2023
Q4 | $571K | Sell |
|
|||||
|
2023
Q3 | $660K | Sell |
|
|||||
|
2023
Q2 | $4.57M | Buy |
|
|||||
|
2023
Q1 | $3.43M | Sell |
|
|||||
|
2022
Q4 | $4.03M | Buy |
|
|||||
|
2022
Q3 | $3.2M | Buy |
|
|||||
|
2022
Q2 | $246K | Sell |
|
|||||
|
2022
Q1 | $394K | Buy |
|
|||||
|
2021
Q4 | $419K | Buy |
|
|||||
|
2021
Q3 | $407K | Sell |
|
|||||
|
2021
Q2 | $395K | Buy |
|
|||||
|
2021
Q1 | $309K | Sell |
|
|||||
|
2020
Q4 | $3.28M | Sell |
|
|||||
|
2020
Q3 | $2.77M | Buy |
|
|||||
|
2020
Q2 | $2.46M | Buy |
|
|||||
|
2020
Q1 | $1.35M | Sell |
|
|||||
|
2019
Q4 | $2.38M | Buy |
|
|||||
|
2019
Q3 | $1.87M | Buy |
|
|||||
|
2019
Q2 | $45K | Sell |
|
|||||
|
2019
Q1 | $1.91M | Buy |
|