Hennion & Walsh Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
5,160
-5,051
| -49% | -$711K | 0.03% | 572 |
|
|
2025
Q1 | $1.19M | Sell |
10,211
-3,339
| -25% | -$390K | 0.05% | 436 |
|
|
2024
Q4 | $1.7M | Sell |
13,550
-9,052
| -40% | -$1.14M | 0.08% | 326 |
|
|
2024
Q3 | $2.36M | Sell |
22,602
-6,036
| -21% | -$629K | 0.11% | 237 |
|
|
2024
Q2 | $2.78M | Sell |
28,638
-4,503
| -14% | -$438K | 0.14% | 185 |
|
|
2024
Q1 | $3.12M | Sell |
33,141
-6,679
| -17% | -$629K | 0.17% | 161 |
|
|
2023
Q4 | $3.71M | Sell |
39,820
-5,339
| -12% | -$498K | 0.21% | 123 |
|
|
2023
Q3 | $3.69M | Buy |
45,159
+8,688
| +24% | +$710K | 0.24% | 107 |
|
|
2023
Q2 | $3.12M | Buy |
36,471
+5,811
| +19% | +$496K | 0.18% | 141 |
|
|
2023
Q1 | $2.69M | Buy |
30,660
+5,307
| +21% | +$466K | 0.17% | 158 |
|
|
2022
Q4 | $2.16M | Buy |
25,353
+7,072
| +39% | +$601K | 0.13% | 195 |
|
|
2022
Q3 | $1.44M | Buy |
18,281
+8,967
| +96% | +$708K | 0.1% | 249 |
|
|
2022
Q2 | $708K | Buy |
9,314
+2,847
| +44% | +$216K | 0.04% | 409 |
|
|
2022
Q1 | $565K | Buy |
6,467
+1,978
| +44% | +$173K | 0.03% | 492 |
|
|
2021
Q4 | $441K | Buy |
4,489
+642
| +17% | +$63.1K | 0.02% | 564 |
|
|
2021
Q3 | $374K | Sell |
3,847
-1,733
| -31% | -$168K | 0.02% | 582 |
|
|
2021
Q2 | $512K | Sell |
5,580
-1,647
| -23% | -$151K | 0.03% | 519 |
|
|
2021
Q1 | $561K | Buy |
+7,227
| New | +$561K | 0.03% | 481 |
|