Mather Group’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 | $2.05M | Buy |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.15M | Buy |
|
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $884K | Sell |
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|
2023
Q4 | $894K | Sell |
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|
2023
Q3 | $967K | Buy |
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|
2023
Q2 | $1M | Sell |
|
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|
2023
Q1 | $1.05M | Buy |
|
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|
2022
Q4 | $977K | Buy |
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|
2022
Q3 | $845K | Sell |
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|
2022
Q2 | $1.03M | Sell |
|
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $218K | Buy |
|