Gradient Investments’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 | $53.6M | Buy |
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|
2025
Q2 | $46.7M | Sell |
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|
2025
Q1 | $39.2M | Buy |
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|
2024
Q4 | $37.6M | Sell |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $35.2M | Sell |
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|
2024
Q1 | $34.2M | Buy |
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|
2023
Q4 | $32.5M | Buy |
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|
2023
Q3 | $26.2M | Buy |
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|
2023
Q2 | $26.6M | Buy |
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|
2023
Q1 | $9.61M | Buy |
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|
2022
Q4 | $7.29M | Buy |
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|
2022
Q3 | $6.72M | Sell |
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|
2022
Q2 | $6.54M | Buy |
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|
2022
Q1 | $6.49M | Sell |
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|
2021
Q4 | $7.56M | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $131K | Sell |
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|
2020
Q3 | $136K | Buy |
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|
2020
Q2 | $133K | Buy |
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|
2020
Q1 | $93K | Buy |
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|
2019
Q4 | $96K | Sell |
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|
2019
Q3 | $133K | Sell |
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|
2019
Q2 | $8.5M | Buy |
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|
2019
Q1 | $7.32M | Sell |
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|
2018
Q4 | $7.68M | Buy |
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|
2018
Q3 | $8.71M | Buy |
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|
2018
Q2 | $8.25M | Buy |
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|
2018
Q1 | $9.05M | Buy |
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|
2017
Q4 | $8.32M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $19K | Buy |
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|
2017
Q1 | $19K | Buy |
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|
2016
Q4 | $18K | Sell |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $25K | Buy |
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|
2016
Q1 | $24K | Buy |
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|
2015
Q4 | $12K | Buy |
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|
2015
Q3 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $14K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $4K | Buy |
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