Logan 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 | $5.57M | Buy |
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|
2025
Q2 | $4.79M | Sell |
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|
2025
Q1 | $3.97M | Sell |
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|
2024
Q4 | $4.78M | Sell |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $3.97M | Sell |
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|
2024
Q1 | $6.47M | Buy |
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|
2023
Q4 | $5.41M | Sell |
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|
2023
Q3 | $5.96M | Sell |
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|
2023
Q2 | $6.65M | Sell |
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|
2023
Q1 | $6.92M | Buy |
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|
2022
Q4 | $6.09M | Sell |
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|
2022
Q3 | $5.81M | Buy |
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|
2022
Q2 | $5.25M | Buy |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $3.7M | Buy |
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|
2021
Q2 | $3.26M | Buy |
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