Harvest Fund 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
Q3 | $249K | Hold |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $34K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q3 | $108K | Buy |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | $84K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $131K | Buy |
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|
2018
Q2 | $64K | Sell |
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|
2018
Q1 | $130K | Hold |
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|
2017
Q4 | $127K | Hold |
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|
2017
Q3 | $117K | Buy |
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|
2017
Q2 | $63K | Buy |
|