DT Investment Partners’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 | $743K | Hold |
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|
2025
Q2 | $658K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $587K | Hold |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $441K | Hold |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $413K | Hold |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $379K | Sell |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $225K | Buy |
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