Delta Asset Management’s Morgan Stanley MS Stock Holding History

Delta Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Sell
2025 Q1	$1.3M	Hold
2024 Q4	$1.4M	Sell
2024 Q3	$1.23M	Sell
2024 Q2	$1.16M	Hold
2024 Q1	$1.12M	Hold
2023 Q4	$1.11M	Sell
2023 Q3	$974K	Hold
2023 Q2	$1.02M	Hold
2023 Q1	$1.05M	Sell
2022 Q4	$1.02M	Sell
2022 Q3	$949K	Hold
2022 Q2	$914K	Sell
2022 Q1	$1.09M	Hold
2021 Q4	$1.23M	Sell
2021 Q3	$1.23M	Buy
2021 Q2	$1.15M	Sell
2021 Q1	$1.02M	Hold
2020 Q4	$902K	Hold
2020 Q3	$636K	Hold
2020 Q2	$636K	Hold
2020 Q1	$448K	Sell
2019 Q4	$675K	Sell
2019 Q3	$641K	Hold
2019 Q2	$658K	Hold
2019 Q1	$634K	Hold
2018 Q4	$595K	Hold
2018 Q3	$699K	Hold
2018 Q2	$712K	Hold
2018 Q1	$810K	Hold
2017 Q4	$788K	Buy
2017 Q3	$719K	Sell
2017 Q2	$738K	Sell
2017 Q1	$711K	Sell
2016 Q4	$708K	Sell
2016 Q3	$539K	Hold
2016 Q2	$437K	Hold
2016 Q1	$421K	Sell
2015 Q4	$558K	Buy
2015 Q3	$546K	Hold
2015 Q2	$672K	Sell
2015 Q1	$624K	Sell
2014 Q4	$688K	Sell
2014 Q3	$620K	Sell
2014 Q2	$581K	Hold
2014 Q1	$560K	Sell
2013 Q4	$574K	Sell
2013 Q3	$502K	Sell
2013 Q2	$456K	Buy