Greenwood Capital Associates’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 | $9.3M | Sell |
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|
2025
Q2 | $8.9M | Sell |
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|
2025
Q1 | $9.23M | Buy |
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|
2024
Q4 | $9.06M | Sell |
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|
2024
Q3 | $7.82M | Sell |
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|
2024
Q2 | $7.53M | Buy |
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|
2024
Q1 | $7.15M | Buy |
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|
2023
Q4 | $5.85M | Buy |
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $2.74M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $79K | Sell |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $12.9M | Buy |
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|
2021
Q2 | $11.8M | Sell |
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|
2021
Q1 | $10.2M | Buy |
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|
2020
Q4 | $8.37M | Buy |
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|
2020
Q3 | $3M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.58M | Sell |
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|
2018
Q1 | $2.95M | Sell |
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|
2017
Q4 | $2.94M | Sell |
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|
2017
Q3 | $2.75M | Sell |
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|
2017
Q2 | $2.63M | Buy |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $1.43M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $538K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $5.47M | Buy |
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|
2015
Q1 | $3.67M | Buy |
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