New Vernon 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
Q2 | $1.2M | Hold |
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|
2025
Q1 | $998K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $891K | Hold |
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|
2024
Q2 | $831K | Hold |
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|
2024
Q1 | $805K | Hold |
|
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|
2023
Q4 | $797K | Hold |
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|
2023
Q3 | $698K | Hold |
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|
2023
Q2 | $730K | Hold |
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|
2023
Q1 | $751K | Hold |
|
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|
2022
Q4 | $727K | Hold |
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|
2022
Q3 | $676K | Hold |
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|
2022
Q2 | $650K | Hold |
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|
2022
Q1 | $747K | Hold |
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|
2021
Q4 | $839K | Hold |
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|
2021
Q3 | $832K | Hold |
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|
2021
Q2 | $784K | Hold |
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|
2021
Q1 | $664K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4.33M | Hold |
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|
2013
Q3 | $3.72M | Sell |
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|
2013
Q2 | $4.54M | Buy |
|