Independent Portfolio Consultants’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$1.73M Buy
2017
Q1
$1.01M Sell
2016
Q4
$1.01M Sell
2016
Q3
$788K Sell
2016
Q2
$677K Buy
2016
Q1
$623K Buy
2015
Q4
$769K Sell
2015
Q3
$1.31M Buy
2015
Q2
$1.54M Buy
2015
Q1
$1.35M Sell
2014
Q4
$1.52M Buy
2014
Q3
$531K Buy
2014
Q2
$285K Sell
2014
Q1
$498K Sell
2013
Q4
$582K Buy
2013
Q3
$316K Buy
2013
Q2
$286K Buy