Focused Investors’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 | $207M | Buy |
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|
2025
Q2 | $176M | Sell |
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|
2025
Q1 | $149M | Sell |
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|
2024
Q4 | $165M | Sell |
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|
2024
Q3 | $169M | Sell |
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|
2024
Q2 | $160M | Sell |
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|
2024
Q1 | $160M | Sell |
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|
2023
Q4 | $168M | Sell |
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|
2023
Q3 | $148M | Sell |
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|
2023
Q2 | $156M | Sell |
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|
2023
Q1 | $162M | Sell |
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|
2022
Q4 | $165M | Sell |
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|
2022
Q3 | $154M | Sell |
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|
2022
Q2 | $151M | Sell |
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|
2022
Q1 | $173M | Sell |
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|
2021
Q4 | $201M | Sell |
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|
2021
Q3 | $212M | Sell |
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|
2021
Q2 | $206M | Sell |
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|
2021
Q1 | $179M | Sell |
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|
2020
Q4 | $166M | Sell |
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|
2020
Q3 | $117M | Sell |
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|
2020
Q2 | $120M | Sell |
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|
2020
Q1 | $85.4M | Buy |
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|
2019
Q4 | $127M | Buy |
|
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|
2019
Q3 | $95.8M | Sell |
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|
2019
Q2 | $98.6M | Sell |
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|
2019
Q1 | $98.1M | Sell |
|
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|
2018
Q4 | $95.8M | Sell |
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|
2018
Q3 | $118M | Sell |
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|
2018
Q2 | $120M | Buy |
|
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|
2018
Q1 | $136M | Sell |
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|
2017
Q4 | $136M | Sell |
|
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|
2017
Q3 | $128M | Sell |
|
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|
2017
Q2 | $122M | Sell |
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|
2017
Q1 | $143M | Sell |
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|
2016
Q4 | $142M | Sell |
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|
2016
Q3 | $110M | Sell |
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|
2016
Q2 | $89.8M | Buy |
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|
2016
Q1 | $80.3M | Buy |
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|
2015
Q4 | $78.6M | Sell |
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|
2015
Q3 | $84.1M | Buy |
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|
2015
Q2 | $84.7M | Buy |
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|
2015
Q1 | $77.2M | Buy |
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|
2014
Q4 | $81.8M | Sell |
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|
2014
Q3 | $77.4M | Sell |
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|
2014
Q2 | $72.8M | Buy |
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|
2014
Q1 | $69.4M | Sell |
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|
2013
Q4 | $72M | Sell |
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|
2013
Q3 | $61.9M | Buy |
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|
2013
Q2 | $53.7M | Buy |
|