McLean 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
Q3 | $483K | Buy |
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|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $364K | Buy |
|
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|
2024
Q3 | $307K | Buy |
|
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|
2024
Q2 | $294K | Buy |
|
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|
2024
Q1 | $260K | Sell |
|
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $218K | Sell |
|
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $251K | Buy |
|
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $204K | Buy |
|