Hillsdale 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 | – | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $24.5K | Hold |
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|
2023
Q4 | $24.2K | Hold |
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|
2023
Q3 | $21.2K | Sell |
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|
2023
Q2 | $79.4K | Sell |
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|
2023
Q1 | $83.4K | Buy |
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|
2022
Q4 | $54.4K | Hold |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $148K | Buy |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $55K | Hold |
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|
2021
Q1 | $47K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $42K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $47K | Sell |
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|
2016
Q4 | $346K | Buy |
|