D.A. Davidson & Co’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
Q2 | $10.5M | Sell |
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2025
Q1 | $8.85M | Buy |
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2024
Q4 | $9.3M | Sell |
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2024
Q3 | $8.58M | Buy |
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2024
Q2 | $7.68M | Sell |
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2024
Q1 | $7.83M | Buy |
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2023
Q4 | $7.2M | Buy |
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2023
Q3 | $6.29M | Buy |
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2023
Q2 | $6.51M | Sell |
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2023
Q1 | $7.42M | Sell |
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2022
Q4 | $7.46M | Buy |
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2022
Q3 | $6.81M | Sell |
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2022
Q2 | $6.76M | Buy |
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2022
Q1 | $7.1M | Buy |
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2021
Q4 | $7.24M | Buy |
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2021
Q3 | $6.95M | Sell |
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2021
Q2 | $6.85M | Buy |
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2021
Q1 | $5.74M | Buy |
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2020
Q4 | $4.33M | Buy |
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2020
Q3 | $1.29M | Buy |
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2020
Q2 | $1.24M | Buy |
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2020
Q1 | $818K | Buy |
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2019
Q4 | $720K | Buy |
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2019
Q3 | $433K | Sell |
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2019
Q2 | $582K | Sell |
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2019
Q1 | $834K | Sell |
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2018
Q4 | $970K | Buy |
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2018
Q3 | $688K | Sell |
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2018
Q2 | $794K | Buy |
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2018
Q1 | $711K | Buy |
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2017
Q4 | $640K | Sell |
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2017
Q3 | $625K | Buy |
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2017
Q2 | $548K | Sell |
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2017
Q1 | $545K | Sell |
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2016
Q4 | $7.92M | Sell |
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2016
Q3 | $8.2M | Buy |
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2016
Q2 | $6.26M | Buy |
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2016
Q1 | $5.75M | Buy |
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2015
Q4 | $6.31M | Sell |
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2015
Q3 | $6.41M | Sell |
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2015
Q2 | $8.41M | Sell |
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2015
Q1 | $8.02M | Sell |
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2014
Q4 | $8.74M | Sell |
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2014
Q3 | $11.4M | Buy |
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2014
Q2 | $10.1M | Sell |
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2014
Q1 | $10.5M | Sell |
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2013
Q4 | $11M | Sell |
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2013
Q3 | $9.44M | Sell |
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2013
Q2 | $8.56M | Buy |
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