Ferguson Wellman Capital 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 | $49.3M | Buy |
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|
2025
Q1 | $40.7M | Buy |
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|
2024
Q4 | $43.8M | Sell |
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|
2024
Q3 | $37.5M | Sell |
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|
2024
Q2 | $35.4M | Sell |
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|
2024
Q1 | $34.3M | Sell |
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|
2023
Q4 | $35.1M | Sell |
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|
2023
Q3 | $57.3M | Sell |
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|
2023
Q2 | $61M | Sell |
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|
2023
Q1 | $62.9M | Sell |
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|
2022
Q4 | $77.8M | Buy |
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|
2022
Q3 | $42M | Buy |
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|
2022
Q2 | $40M | Sell |
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|
2022
Q1 | $46M | Sell |
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|
2021
Q4 | $52.5M | Buy |
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|
2021
Q3 | $50.3M | Buy |
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|
2021
Q2 | $47.2M | Buy |
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|
2021
Q1 | $39.9M | Sell |
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|
2020
Q4 | $62.9M | Buy |
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|
2020
Q3 | $43.2M | Buy |
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|
2020
Q2 | $41.2M | Buy |
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|
2020
Q1 | $8.41M | Buy |
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|
2019
Q4 | $12.1M | Sell |
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|
2019
Q3 | $10.1M | Buy |
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|
2019
Q2 | $10.2M | Buy |
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|
2019
Q1 | $8.38M | Buy |
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|
2018
Q4 | $6.92M | Buy |
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|
2018
Q3 | $762K | Sell |
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|
2018
Q2 | $796K | Sell |
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|
2018
Q1 | $918K | Sell |
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|
2017
Q4 | $930K | Hold |
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|
2017
Q3 | $853K | Sell |
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|
2017
Q2 | $798K | Sell |
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|
2017
Q1 | $799K | Buy |
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|
2016
Q4 | $764K | Buy |
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|
2016
Q3 | $552K | Sell |
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|
2016
Q2 | $541K | Sell |
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|
2016
Q1 | $556K | Sell |
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|
2015
Q4 | $898K | Sell |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.36M | Sell |
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|
2015
Q1 | $1.36M | Sell |
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|
2014
Q4 | $30.6M | Buy |
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|
2014
Q3 | $26.5M | Buy |
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|
2014
Q2 | $15.2M | Buy |
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|
2014
Q1 | $14.3M | Buy |
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|
2013
Q4 | $469K | Sell |
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|
2013
Q3 | $443K | Hold |
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|
2013
Q2 | $402K | Buy |
|