Evercore Wealth 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 | $178M | Buy |
|
|||||
|
2025
Q1 | $145M | Sell |
|
|||||
|
2024
Q4 | $160M | Sell |
|
|||||
|
2024
Q3 | $134M | Sell |
|
|||||
|
2024
Q2 | $126M | Sell |
|
|||||
|
2024
Q1 | $122M | Buy |
|
|||||
|
2023
Q4 | $119M | Buy |
|
|||||
|
2023
Q3 | $100M | Sell |
|
|||||
|
2023
Q2 | $111M | Buy |
|
|||||
|
2023
Q1 | $113M | Sell |
|
|||||
|
2022
Q4 | $109M | Buy |
|
|||||
|
2022
Q3 | $101M | Buy |
|
|||||
|
2022
Q2 | $96.2M | Sell |
|
|||||
|
2022
Q1 | $113M | Buy |
|
|||||
|
2021
Q4 | $126M | Buy |
|
|||||
|
2021
Q3 | $124M | Sell |
|
|||||
|
2021
Q2 | $118M | Sell |
|
|||||
|
2021
Q1 | $100M | Buy |
|
|||||
|
2020
Q4 | $88M | Buy |
|
|||||
|
2020
Q3 | $61.6M | Buy |
|
|||||
|
2020
Q2 | $60.3M | Buy |
|
|||||
|
2020
Q1 | $41.2M | Buy |
|
|||||
|
2019
Q4 | $59.2M | Buy |
|
|||||
|
2019
Q3 | $49M | Buy |
|
|||||
|
2019
Q2 | $47.9M | Buy |
|
|||||
|
2019
Q1 | $38.2M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $438K | Hold |
|
|||||
|
2017
Q3 | $403K | Hold |
|
|||||
|
2017
Q2 | $372K | Sell |
|
|||||
|
2017
Q1 | $430K | Buy |
|
|||||
|
2016
Q4 | $173K | Sell |
|
|||||
|
2016
Q3 | $142K | Sell |
|
|||||
|
2016
Q2 | $180K | Sell |
|
|||||
|
2016
Q1 | $224K | Sell |
|
|||||
|
2015
Q4 | $326K | Buy |
|
|||||
|
2015
Q3 | $317K | Buy |
|
|||||
|
2015
Q2 | $384K | Sell |
|
|||||
|
2015
Q1 | $377K | Buy |
|
|||||
|
2014
Q4 | $357K | Sell |
|
|||||
|
2014
Q3 | $320K | Buy |
|
|||||
|
2014
Q2 | $169K | Buy |
|
|||||
|
2014
Q1 | $149K | Buy |
|
|||||
|
2013
Q4 | $119K | Buy |
|
|||||
|
2013
Q3 | $87K | Buy |
|
|||||
|
2013
Q2 | $43K | Buy |
|