Davenport & 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
Q3 | $2.88M | Sell |
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|
2025
Q2 | $4.22M | Buy |
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|
2025
Q1 | $2.96M | Sell |
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|
2024
Q4 | $3.24M | Sell |
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|
2024
Q3 | $2.97M | Buy |
|
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|
2024
Q2 | $933K | Buy |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $794K | Sell |
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|
2023
Q3 | $768K | Sell |
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|
2023
Q2 | $1.04M | Buy |
|
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|
2023
Q1 | $975K | Buy |
|
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|
2022
Q4 | $742K | Sell |
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|
2022
Q3 | $796K | Sell |
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|
2022
Q2 | $916K | Sell |
|
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|
2022
Q1 | $1.39M | Buy |
|
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $950K | Buy |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $274K | Buy |
|