Klingman & Associates’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 | $1.03M | Buy |
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|
2025
Q2 | $592K | Buy |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $54K | Hold |
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|
2016
Q2 | $44K | Hold |
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|
2016
Q1 | $42K | Hold |
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|
2015
Q4 | $54K | Hold |
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|
2015
Q3 | $53K | Hold |
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|
2015
Q2 | $66K | Hold |
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|
2015
Q1 | $60K | Hold |
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|
2014
Q4 | $65K | Buy |
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