Doheny Asset Management’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 | $355K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $268K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $204K | Buy |
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