IPG Investment Advisors’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 | $2.42M | Buy |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $550K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $928K | Buy |
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|
2020
Q2 | $589K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $216K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $548K | Buy |
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|
2016
Q4 | $218K | Buy |
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