LSV Asset 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
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $896K | Hold |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $4.13M | Sell |
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|
2023
Q4 | $128M | Sell |
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|
2023
Q3 | $116M | Sell |
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|
2023
Q2 | $219M | Sell |
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|
2023
Q1 | $256M | Sell |
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|
2022
Q4 | $337M | Sell |
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|
2022
Q3 | $339M | Sell |
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|
2022
Q2 | $331M | Sell |
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|
2022
Q1 | $403M | Sell |
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|
2021
Q4 | $460M | Sell |
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|
2021
Q3 | $477M | Sell |
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|
2021
Q2 | $473M | Sell |
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|
2021
Q1 | $422M | Sell |
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|
2020
Q4 | $399M | Sell |
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|
2020
Q3 | $296M | Sell |
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|
2020
Q2 | $297M | Sell |
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|
2020
Q1 | $218M | Sell |
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|
2019
Q4 | $340M | Buy |
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|
2019
Q3 | $260M | Buy |
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|
2019
Q2 | $263M | Sell |
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|
2019
Q1 | $271M | Sell |
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|
2018
Q4 | $258M | Sell |
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|
2018
Q3 | $305M | Buy |
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|
2018
Q2 | $303M | Buy |
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|
2018
Q1 | $337M | Buy |
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|
2017
Q4 | $321M | Buy |
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|
2017
Q3 | $286M | Buy |
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|
2017
Q2 | $256M | Sell |
|
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|
2017
Q1 | $247M | Sell |
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|
2016
Q4 | $253M | Buy |
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|
2016
Q3 | $164M | Buy |
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|
2016
Q2 | $94.7M | Sell |
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|
2016
Q1 | $93.9M | Buy |
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|
2015
Q4 | $119M | Sell |
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|
2015
Q3 | $119M | Buy |
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|
2015
Q2 | $145M | Buy |
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|
2015
Q1 | $121M | Sell |
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|
2014
Q4 | $135M | Buy |
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|
2014
Q3 | $119M | Buy |
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|
2014
Q2 | $100M | Buy |
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|
2014
Q1 | $83.9M | Sell |
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|
2013
Q4 | $86.1M | Sell |
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|
2013
Q3 | $76.1M | Sell |
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|
2013
Q2 | $69.3M | Buy |
|