MCF Advisors’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 | $693K | Buy |
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|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $163K | Sell |
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|
2020
Q2 | $173K | Buy |
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|
2020
Q1 | $115K | Sell |
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|
2019
Q4 | $190K | Buy |
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|
2019
Q3 | $144K | Hold |
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|
2019
Q2 | $148K | Hold |
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|
2019
Q1 | $143K | Hold |
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|
2018
Q4 | $134K | Hold |
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|
2018
Q3 | $158K | Hold |
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|
2018
Q2 | $160K | Hold |
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|
2018
Q1 | $183K | Hold |
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|
2017
Q4 | $178K | Hold |
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|
2017
Q3 | $163K | Buy |
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|
2017
Q2 | $142K | Hold |
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|
2017
Q1 | $136K | Sell |
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|
2016
Q4 | $148K | Sell |
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|
2016
Q3 | $134K | Buy |
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|
2016
Q2 | $108K | Sell |
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|
2016
Q1 | $183K | Buy |
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|
2015
Q4 | $231K | Buy |
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|
2015
Q3 | $228K | Buy |
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|
2015
Q2 | $280K | Buy |
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|
2015
Q1 | $245K | Buy |
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|
2014
Q4 | $266K | Buy |
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|
2014
Q3 | $213K | Buy |
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|
2014
Q2 | $212K | Buy |
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|
2014
Q1 | $212K | Buy |
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|
2013
Q4 | $211K | Sell |
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|
2013
Q3 | $262K | Buy |
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|
2013
Q2 | $261K | Buy |
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