Financial Management Professionals’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 | $1.28M | Buy |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $973K | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $747K | Buy |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $187K | Buy |
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|
2020
Q4 | $101K | Buy |
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|
2020
Q3 | $66K | Buy |
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|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $12K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $5K | Buy |
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