Edmond de Rothschild Holding’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 | $1.57M | Sell |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $11.1K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.6M | Buy |
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|
2023
Q2 | $8.39M | Sell |
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|
2023
Q1 | $9.06M | Buy |
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|
2022
Q4 | $8.24M | Buy |
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|
2022
Q3 | $6.73M | Buy |
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|
2022
Q2 | $6.02M | Sell |
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|
2022
Q1 | $7.5M | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $9.47M | Sell |
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|
2021
Q2 | $9.66M | Buy |
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|
2021
Q1 | $7.19M | Buy |
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|
2020
Q4 | $5.63M | Buy |
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|
2020
Q3 | $174K | Sell |
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|
2020
Q2 | $185K | Sell |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $231K | Hold |
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|
2019
Q3 | $193K | Sell |
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.56M | Sell |
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|
2018
Q2 | $2.22M | Buy |
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|
2018
Q1 | $2.51M | Sell |
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|
2017
Q4 | $4.96M | Buy |
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|
2017
Q3 | $4.4M | Buy |
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|
2017
Q2 | $225K | Hold |
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|
2017
Q1 | $216K | Sell |
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|
2016
Q4 | $391K | Sell |
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|
2016
Q3 | $315K | Buy |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $241K | Sell |
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|
2015
Q4 | $723K | Hold |
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|
2015
Q3 | $716K | Sell |
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|
2015
Q2 | $998K | Buy |
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