Morningstar Investment 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
Q4 | – | Sell |
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|
2025
Q3 | $9.65M | Buy |
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|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $849K | Sell |
|
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $3.03M | Sell |
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|
2024
Q1 | $3.45M | Hold |
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|
2023
Q4 | $3.41M | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $298K | Buy |
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