MAI 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 | $25.7M | Sell |
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|
2025
Q2 | $22.9M | Buy |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $20.8M | Sell |
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|
2024
Q3 | $17.5M | Sell |
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|
2024
Q2 | $17.8M | Sell |
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|
2024
Q1 | $17.6M | Buy |
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|
2023
Q4 | $16.5M | Sell |
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|
2023
Q3 | $16.1M | Buy |
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|
2023
Q2 | $16.6M | Buy |
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|
2023
Q1 | $16M | Buy |
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|
2022
Q4 | $14.6M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $950K | Buy |
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|
2021
Q1 | $708K | Sell |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $566K | Buy |
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|
2018
Q4 | $529K | Sell |
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|
2018
Q3 | $636K | Sell |
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|
2018
Q2 | $686K | Buy |
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|
2018
Q1 | $778K | Buy |
|