Global Retirement Partners’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
Q4 | $7.41M | Buy |
41,722
+16,240
| +64% | +$2.71M | 0.13% | 151 |
|
|
2025
Q3 | $4.05M | Buy |
25,482
+1,833
| +8% | +$271K | 0.09% | 205 |
|
|
2025
Q2 | $3.33M | Buy |
+23,649
| New | +$2.9M | 0.08% | 220 |
|
|
2024
Q4 | $1.87M | Buy |
14,844
+727
| +5% | +$89.5K | 0.05% | 311 |
|
|
2024
Q3 | $1.47M | Buy |
14,117
+1,063
| +8% | +$107K | 0.04% | 353 |
|
|
2024
Q2 | $1.27M | Buy |
13,054
+2,170
| +20% | +$207K | 0.04% | 369 |
|
|
2024
Q1 | $1.02M | Buy |
10,884
+802
| +8% | +$70.6K | 0.04% | 359 |
|
|
2023
Q4 | $867K | Buy |
10,082
+2,075
| +26% | +$166K | 0.04% | 365 |
|
|
2023
Q3 | $633K | Sell |
8,007
-366
| -4% | -$31.8K | 0.03% | 385 |
|
|
2023
Q2 | $715K | Sell |
8,373
-1,395
| -14% | -$119K | 0.03% | 382 |
|
|
2023
Q1 | $828K | Buy |
9,768
+5,378
| +123% | +$502K | 0.04% | 336 |
|
|
2022
Q4 | $373K | Buy |
4,390
+651
| +17% | +$55.5K | 0.03% | 421 |
|
|
2022
Q3 | $307K | Sell |
3,739
-150
| -4% | -$12.6K | 0.02% | 459 |
|
|
2022
Q2 | $296K | Sell |
3,889
-34
| -0.9% | -$2.79K | 0.02% | 464 |
|
|
2022
Q1 | $322K | Buy |
+3,923
| New | +$378K | 0.03% | 448 |
|
|
2021
Q4 | – | Sell |
-1,640
| Closed | -$160K | – | 1214 |
|
|
2021
Q3 | $160K | Buy |
1,640
+260
| +19% | +$25.8K | 0.02% | 520 |
|
|
2021
Q2 | $127K | Buy |
1,380
+299
| +28% | +$25.6K | 0.01% | 569 |
|
|
2021
Q1 | $84K | Buy |
1,081
+110
| +11% | +$8.43K | 0.01% | 618 |
|
|
2020
Q4 | $67K | Buy |
971
+100
| +11% | +$5.74K | 0.01% | 633 |
|
|
2020
Q3 | $42K | Hold |
871
| – | – | 0.01% | 685 |
|
|
2020
Q2 | $42K | Buy |
871
+563
| +183% | +$23.6K | 0.01% | 686 |
|
|
2020
Q1 | $10K | Hold |
308
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q4 | $16K | Sell |
308
-140
| -31% | -$6.63K | ﹤0.01% | 1019 |
|
|
2019
Q3 | $19K | Buy |
448
+56
| +14% | +$2.39K | ﹤0.01% | 917 |
|
|
2019
Q2 | $17K | Hold |
392
| – | – | ﹤0.01% | 970 |
|
|
2019
Q1 | $17K | Buy |
392
+52
| +15% | +$2.19K | ﹤0.01% | 885 |
|
|
2018
Q4 | $13K | Sell |
340
-295
| -46% | -$12.9K | ﹤0.01% | 891 |
|
|
2018
Q3 | $30K | Buy |
635
+200
| +46% | +$9.77K | 0.01% | 694 |
|
|
2018
Q2 | $21K | Sell |
435
-60
| -12% | -$3.13K | 0.01% | 782 |
|
|
2018
Q1 | $27K | Sell |
495
-977
| -66% | -$54.1K | 0.01% | 681 |
|
|
2017
Q4 | $77K | Buy |
1,472
+932
| +173% | +$47.1K | 0.02% | 415 |
|
|
2017
Q3 | $26K | Buy |
540
+400
| +286% | +$18.6K | 0.01% | 579 |
|
|
2017
Q2 | $6K | Sell |
140
-276
| -66% | -$11.9K | ﹤0.01% | 907 |
|
|
2017
Q1 | $18K | Buy |
+416
| New | +$18.5K | 0.01% | 586 |
|
Other funds holding MS
