Moloney Securities 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
Q2 | $2.93M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $429K | Sell |
|
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|
2024
Q2 | $433K | Buy |
|
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $931K | Buy |
|
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|
2022
Q4 | $289K | Buy |
|
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $2.36M | Sell |
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|
2020
Q3 | $1.82M | Sell |
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|
2020
Q2 | $1.86M | Sell |
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|
2020
Q1 | $1.32M | Buy |
|