Envestnet 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 | $429M | Buy |
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|
2025
Q1 | $344M | Buy |
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|
2024
Q4 | $312M | Sell |
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|
2024
Q3 | $263M | Buy |
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|
2024
Q2 | $244M | Buy |
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|
2024
Q1 | $227M | Buy |
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|
2023
Q4 | $179M | Buy |
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|
2023
Q3 | $150M | Buy |
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|
2023
Q2 | $124M | Buy |
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|
2023
Q1 | $122M | Buy |
|
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|
2022
Q4 | $116M | Buy |
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|
2022
Q3 | $107M | Sell |
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|
2022
Q2 | $103M | Sell |
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|
2022
Q1 | $172M | Buy |
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|
2021
Q4 | $191M | Buy |
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|
2021
Q3 | $183M | Buy |
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|
2021
Q2 | $121M | Sell |
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|
2021
Q1 | $107M | Sell |
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|
2020
Q4 | $97.5M | Sell |
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|
2020
Q3 | $69.7M | Buy |
|
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|
2020
Q2 | $69.4M | Buy |
|
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|
2020
Q1 | $35.6M | Buy |
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|
2019
Q4 | $39.1M | Buy |
|
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|
2019
Q3 | $29M | Buy |
|
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|
2019
Q2 | $28.3M | Sell |
|
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|
2019
Q1 | $27.6M | Sell |
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|
2018
Q4 | $39.6M | Buy |
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|
2018
Q3 | $2.03M | Sell |
|
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|
2018
Q2 | $3.56M | Buy |
|
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|
2018
Q1 | $3.23M | Sell |
|
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|
2017
Q4 | $16.4M | Buy |
|
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|
2017
Q3 | $13.1M | Buy |
|
|||||
|
2017
Q2 | $11.4M | Buy |
|
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|
2017
Q1 | $8.92M | Buy |
|
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|
2016
Q4 | $7.39M | Buy |
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|
2016
Q3 | $5.22M | Sell |
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|
2016
Q2 | $4.6M | Buy |
|
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|
2016
Q1 | $4.23M | Sell |
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|
2015
Q4 | $5.96M | Buy |
|
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|
2015
Q3 | $5.84M | Buy |
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|
2015
Q2 | $5.99M | Buy |
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|
2015
Q1 | $5.23M | Buy |
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|
2014
Q4 | $216K | Sell |
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|
2014
Q3 | $302K | Buy |
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|
2014
Q2 | $146K | Sell |
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|
2014
Q1 | $201K | Buy |
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|
2013
Q4 | $172K | Buy |
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|
2013
Q3 | $33K | Sell |
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|
2013
Q2 | $52K | Buy |
|