Fuller & Thaler 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 | $685K | Hold |
|
|||||
|
2025
Q1 | $567K | Hold |
|
|||||
|
2024
Q4 | $612K | Hold |
|
|||||
|
2024
Q3 | $507K | Hold |
|
|||||
|
2024
Q2 | $473K | Hold |
|
|||||
|
2024
Q1 | $458K | Hold |
|
|||||
|
2023
Q4 | $454K | Buy |
|
|||||
|
2023
Q3 | $314K | Buy |
|
|||||
|
2023
Q2 | $311K | Buy |
|
|||||
|
2023
Q1 | $236K | Hold |
|
|||||
|
2022
Q4 | $229K | Sell |
|
|||||
|
2022
Q3 | $337K | Sell |
|
|||||
|
2022
Q2 | $437K | Sell |
|
|||||
|
2022
Q1 | $807K | Sell |
|
|||||
|
2021
Q4 | $1.22M | Sell |
|
|||||
|
2021
Q3 | $1.39M | Sell |
|
|||||
|
2021
Q2 | $1.4M | Sell |
|
|||||
|
2021
Q1 | $1.39M | Sell |
|
|||||
|
2020
Q4 | $1.45M | Buy |
|
|||||
|
2020
Q3 | $1.02M | Hold |
|
|||||
|
2020
Q2 | $1.02M | Hold |
|
|||||
|
2020
Q1 | $717K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $122K | Hold |
|
|||||
|
2013
Q3 | $105K | Sell |
|
|||||
|
2013
Q2 | $337K | Buy |
|