Janney Capital 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
Q3 | $17.5M | Sell |
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|
2025
Q2 | $16M | Sell |
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|
2025
Q1 | $13.4M | Sell |
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|
2024
Q4 | $15.2M | Sell |
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|
2024
Q3 | $15.4M | Sell |
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|
2024
Q2 | $14.5M | Sell |
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|
2024
Q1 | $14.7M | Buy |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $294K | Hold |
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|
2021
Q2 | $277K | Hold |
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|
2021
Q1 | $235K | Buy |
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