Dana Investment Advisors’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 | $4.88M | Sell |
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|
2025
Q1 | $4.08M | Sell |
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|
2024
Q4 | $4.43M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.27M | Buy |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $3.41M | Buy |
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|
2023
Q2 | $3.2M | Sell |
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|
2023
Q1 | $3.48M | Sell |
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|
2022
Q4 | $21M | Sell |
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|
2022
Q3 | $23.6M | Sell |
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|
2022
Q2 | $25.7M | Sell |
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|
2022
Q1 | $31.4M | Buy |
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|
2021
Q4 | $34.2M | Sell |
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|
2021
Q3 | $36M | Sell |
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|
2021
Q2 | $39.5M | Sell |
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|
2021
Q1 | $33.6M | Sell |
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|
2020
Q4 | $34.4M | Sell |
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|
2020
Q3 | $25.8M | Sell |
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|
2020
Q2 | $28.9M | Sell |
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|
2020
Q1 | $22.9M | Buy |
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|
2019
Q4 | $31.8M | Sell |
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|
2019
Q3 | $28.1M | Sell |
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|
2019
Q2 | $29.4M | Sell |
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|
2019
Q1 | $29.4M | Sell |
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|
2018
Q4 | $28.2M | Buy |
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|
2018
Q3 | $32.5M | Buy |
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|
2018
Q2 | $30.7M | Buy |
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|
2018
Q1 | $34.2M | Sell |
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|
2017
Q4 | $35.8M | Sell |
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|
2017
Q3 | $33.7M | Sell |
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|
2017
Q2 | $32M | Buy |
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|
2017
Q1 | $27.9M | Buy |
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|
2016
Q4 | $20M | Buy |
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