Mackenzie Financial’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 | $66M | Sell |
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|
2025
Q2 | $58.6M | Sell |
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|
2025
Q1 | $159M | Buy |
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|
2024
Q4 | $108M | Buy |
|
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|
2024
Q3 | $31.8M | Buy |
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|
2024
Q2 | $28M | Buy |
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|
2024
Q1 | $26.6M | Buy |
|
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|
2023
Q4 | $24.9M | Sell |
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|
2023
Q3 | $21.6M | Sell |
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|
2023
Q2 | $25M | Sell |
|
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|
2023
Q1 | $68M | Sell |
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|
2022
Q4 | $70.9M | Buy |
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|
2022
Q3 | $63.2M | Sell |
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|
2022
Q2 | $70.3M | Sell |
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|
2022
Q1 | $106M | Sell |
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|
2021
Q4 | $128M | Sell |
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|
2021
Q3 | $129M | Sell |
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|
2021
Q2 | $131M | Sell |
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|
2021
Q1 | $122M | Sell |
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|
2020
Q4 | $108M | Sell |
|
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|
2020
Q3 | $81.1M | Buy |
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|
2020
Q2 | $73.8M | Buy |
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|
2020
Q1 | $36.9M | Sell |
|
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|
2019
Q4 | $60.3M | Buy |
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|
2019
Q3 | $48.9M | Buy |
|
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|
2019
Q2 | $49.4M | Buy |
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|
2019
Q1 | $30.9M | Buy |
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|
2018
Q4 | $2.52M | Buy |
|
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|
2018
Q3 | $1.02M | Buy |
|
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|
2018
Q2 | $309K | Buy |
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $10.4M | Sell |
|
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|
2016
Q1 | $19.8M | Sell |
|
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|
2015
Q4 | $27.6M | Sell |
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|
2015
Q3 | $48M | Buy |
|
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|
2015
Q2 | $48.8M | Sell |
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|
2015
Q1 | $45.7M | Sell |
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|
2014
Q4 | $49.8M | Sell |
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|
2014
Q3 | $51.7M | Sell |
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|
2014
Q2 | $54.4M | Buy |
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|
2014
Q1 | $49.1M | Sell |
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|
2013
Q4 | $59.4M | Buy |
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|
2013
Q3 | $50.6M | Buy |
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|
2013
Q2 | $43.7M | Buy |
|