Johnson Investment Counsel’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 | $1.11M | Sell |
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|
2025
Q2 | $992K | Buy |
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|
2025
Q1 | $774K | Sell |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $550K | Buy |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $210K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $222K | Sell |
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|
2013
Q4 | $224K | Buy |
|