Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.53M | Sell |
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|
2024
Q1 | $4.51M | Sell |
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|
2023
Q4 | $4.8M | Sell |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $4.59M | Sell |
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|
2022
Q4 | $4.83M | Sell |
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|
2022
Q3 | $4.49M | Buy |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $3.77M | Buy |
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|
2021
Q4 | $4.18M | Sell |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $4.4M | Sell |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $3.01M | Sell |
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|
2020
Q3 | $2.65M | Sell |
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|
2020
Q2 | $3.6M | Sell |
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|
2020
Q1 | $2.86M | Buy |
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|
2019
Q4 | $3.08M | Sell |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.9M | Sell |
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|
2019
Q1 | $3.11M | Buy |
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|
2018
Q4 | $2.78M | Buy |
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|
2018
Q3 | $2.84M | Buy |
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|
2018
Q2 | $2.86M | Buy |
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|
2018
Q1 | $5K | Buy |
|