International Assets 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
Q4
Sell
2025
Q3
$1.49M Buy
2025
Q2
Sell
2025
Q1
$2.22M Buy
2024
Q4
$2.14M Buy
2024
Q3
Sell
2024
Q2
$2.4M Sell
2024
Q1
$2.4M Buy
2021
Q2
Sell
2021
Q1
$559K Hold
2020
Q4
$559K Buy