DF Dent & 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 | $689K | Buy |
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|
2025
Q2 | $274K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $744K | Sell |
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|
2023
Q1 | $766K | Buy |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $342K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $3.29M | Sell |
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|
2018
Q1 | $3.84M | Buy |
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|
2017
Q4 | $1M | Buy |
|