Deseret Mutual Benefit Administrators’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 | $279K | Sell |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $189K | Sell |
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|
2023
Q3 | $196K | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $468K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $661K | Sell |
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|
2021
Q2 | $864K | Buy |
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