MOTCO’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 | $402K | Hold |
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|
2025
Q2 | $360K | Hold |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $199K | Sell |
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|
2023
Q4 | $198K | Sell |
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|
2023
Q3 | $184K | Buy |
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|
2023
Q2 | $186K | Buy |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $182K | Sell |
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|
2022
Q3 | $184K | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $9.89M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $8.9M | Sell |
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|
2020
Q4 | $9.33M | Sell |
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|
2020
Q3 | $6.72M | Sell |
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|
2020
Q2 | $7.06M | Buy |
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|
2020
Q1 | $4.85M | Buy |
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|
2019
Q4 | $7.11M | Sell |
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|
2019
Q3 | $5.95M | Buy |
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|
2019
Q2 | $5.94M | Buy |
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|
2019
Q1 | $5.44M | Buy |
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|
2018
Q4 | $27K | Sell |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $36K | Hold |
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|
2018
Q1 | $41K | Buy |
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|
2017
Q4 | $35K | Buy |
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|
2017
Q3 | $22K | Buy |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $12K | Buy |
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