Morgan Stanley’s Dave Inc DAVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
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|
2025
Q1 | $4.13M | Sell |
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|
2024
Q4 | $4.75M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $3.19M | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $9.26K | Buy |
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|
2023
Q3 | $6.41K | Hold |
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|
2023
Q2 | $5.51K | Buy |
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|
2023
Q1 | $4.28K | Buy |
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|
2022
Q4 | $5.91K | Sell |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Buy |
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|
2021
Q2 | $1K | Buy |
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