Kovitz Investment Group Partners’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 | $36.1M | Sell |
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|
2025
Q2 | $35.6M | Buy |
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|
2025
Q1 | $27.9M | Sell |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $23.4M | Buy |
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $999K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $2.15M | Sell |
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|
2019
Q3 | $1.92M | Buy |
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|
2019
Q2 | $1.64M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $219 | Sell |
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|
2017
Q3 | $205K | Buy |
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