Morgan Stanley’s Adams Resources & Energy Inc AE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $120K | Buy |
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|
2024
Q3 | $85.5K | Sell |
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|
2024
Q2 | $88.7K | Sell |
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|
2024
Q1 | $93.3K | Sell |
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|
2023
Q4 | $168K | Buy |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $162K | Sell |
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|
2023
Q1 | $178K | Sell |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $159K | Buy |
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|
2021
Q3 | $143K | Sell |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $97K | Sell |
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|
2020
Q4 | $123K | Buy |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $109K | Buy |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $134K | Sell |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q2 | $91K | Buy |
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|
2019
Q1 | $88K | Sell |
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|
2018
Q4 | $239K | Sell |
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|
2018
Q3 | $333K | Sell |
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|
2018
Q2 | $356K | Buy |
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|
2018
Q1 | $279K | Buy |
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|
2017
Q4 | $226K | Buy |
|
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|
2017
Q3 | $148K | Buy |
|
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|
2017
Q2 | $107K | Sell |
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|
2017
Q1 | $101K | Sell |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $19K | Buy |
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|
2015
Q3 | $6K | Buy |
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|
2015
Q2 | $1K | Sell |
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|
2015
Q1 | $730K | Buy |
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|
2014
Q4 | $534K | Buy |
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|
2014
Q3 | $183K | Sell |
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|
2014
Q2 | $382K | Sell |
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|
2014
Q1 | $304K | Sell |
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|
2013
Q4 | $602K | Buy |
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|
2013
Q3 | $410K | Sell |
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|
2013
Q2 | $619K | Buy |
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