Independent Investors Inc’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 | $1.11M | Hold |
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|
2025
Q2 | $984K | Hold |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $941K | Hold |
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|
2024
Q3 | $780K | Hold |
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|
2024
Q2 | $727K | Hold |
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|
2024
Q1 | $705K | Hold |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $622K | Hold |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $721K | Hold |
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|
2022
Q4 | $699K | Hold |
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|
2022
Q3 | $649K | Hold |
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|
2022
Q2 | $625K | Hold |
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|
2022
Q1 | $718K | Hold |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $848K | Buy |
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|
2021
Q2 | $753K | Hold |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $363K | Buy |
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|
2019
Q3 | $299K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $223K | Sell |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $237K | Hold |
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|
2016
Q4 | $234K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $576K | Buy |
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|
2015
Q2 | $694K | Hold |
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|
2015
Q1 | $638K | Buy |
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|
2014
Q4 | $628K | Sell |
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|
2014
Q3 | $584K | Hold |
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|
2014
Q2 | $546K | Hold |
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|
2014
Q1 | $526K | Buy |
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|
2013
Q4 | $492K | Buy |
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|
2013
Q3 | $409K | Sell |
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|
2013
Q2 | $392K | Buy |
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