Lebenthal Global 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
Q2 | $694K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $523K | Buy |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $695K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $339K | Buy |
|