Gladstone Institutional Advisory’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 | $1.14M | Buy |
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|
2025
Q2 | $935K | Buy |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $757K | Sell |
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|
2024
Q3 | $637K | Buy |
|
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|
2024
Q2 | $593K | Sell |
|
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|
2024
Q1 | $3.67M | Sell |
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|
2023
Q4 | $5.23M | Buy |
|
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $464K | Sell |
|
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|
2023
Q1 | $1.08M | Buy |
|
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $731K | Sell |
|
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $273K | Buy |
|