Hennion & Walsh Asset 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 | $855K | Buy |
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|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.7M | Sell |
|
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|
2024
Q3 | $2.36M | Sell |
|
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|
2024
Q2 | $2.78M | Sell |
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|
2024
Q1 | $3.12M | Sell |
|
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|
2023
Q4 | $3.71M | Sell |
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|
2023
Q3 | $3.69M | Buy |
|
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|
2023
Q2 | $3.12M | Buy |
|
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|
2023
Q1 | $2.69M | Buy |
|
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.44M | Buy |
|
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|
2022
Q2 | $708K | Buy |
|
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $441K | Buy |
|
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|
2021
Q3 | $374K | Sell |
|
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|
2021
Q2 | $512K | Sell |
|
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|
2021
Q1 | $561K | Buy |
|