Grassi Investment 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 | $16.9M | Sell |
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|
2025
Q1 | $14.1M | Hold |
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|
2024
Q4 | $15.2M | Hold |
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|
2024
Q3 | $12.6M | Hold |
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|
2024
Q2 | $11.7M | Hold |
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|
2024
Q1 | $11.4M | Sell |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $9.88M | Hold |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $10.3M | Hold |
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|
2022
Q3 | $9.58M | Hold |
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|
2022
Q2 | $9.22M | Buy |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $11.7M | Hold |
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|
2021
Q3 | $11.6M | Hold |
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|
2021
Q2 | $10.9M | Hold |
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|
2021
Q1 | $9.24M | Hold |
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|
2020
Q4 | $8.15M | Sell |
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|
2020
Q3 | $5.91M | Sell |
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|
2020
Q2 | $5.93M | Sell |
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|
2020
Q1 | $4.19M | Sell |
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|
2019
Q4 | $6.38M | Sell |
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|
2019
Q3 | $5.36M | Sell |
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|
2019
Q2 | $5.55M | Sell |
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|
2019
Q1 | $5.45M | Buy |
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|
2018
Q4 | $5.12M | Sell |
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|
2018
Q3 | $6.07M | Hold |
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|
2018
Q2 | $6.18M | Sell |
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|
2018
Q1 | $7.06M | Sell |
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|
2017
Q4 | $6.88M | Hold |
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|
2017
Q3 | $6.32M | Hold |
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|
2017
Q2 | $5.84M | Buy |
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|
2017
Q1 | $5.6M | Sell |
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|
2016
Q4 | $5.53M | Hold |
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|
2016
Q3 | $4.2M | Hold |
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|
2016
Q2 | $3.4M | Sell |
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|
2016
Q1 | $3.28M | Sell |
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|
2015
Q4 | $4.24M | Sell |
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|
2015
Q3 | $4.46M | Sell |
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|
2015
Q2 | $6.19M | Sell |
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|
2015
Q1 | $5.7M | Buy |
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|
2014
Q4 | $5.88M | Buy |
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|
2014
Q3 | $5.21M | Sell |
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|
2014
Q2 | $4.92M | Buy |
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|
2014
Q1 | $4.75M | Sell |
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|
2013
Q4 | $5.27M | Buy |
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|
2013
Q3 | $4.27M | Buy |
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|
2013
Q2 | $3.41M | Buy |
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