NewEdge Advisors’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 | $24.5M | Buy |
|
|||||
|
2025
Q2 | $21.1M | Buy |
|
|||||
|
2025
Q1 | $16.8M | Buy |
|
|||||
|
2024
Q4 | $13.8M | Buy |
|
|||||
|
2024
Q3 | $11.3M | Buy |
|
|||||
|
2024
Q2 | $9.91M | Buy |
|
|||||
|
2024
Q1 | $9.24M | Sell |
|
|||||
|
2023
Q4 | $10.7M | Sell |
|
|||||
|
2023
Q3 | $36M | Sell |
|
|||||
|
2023
Q2 | $38.3M | Sell |
|
|||||
|
2023
Q1 | $39.6M | Sell |
|
|||||
|
2022
Q4 | $6.7M | Buy |
|
|||||
|
2022
Q3 | $34.5M | Buy |
|
|||||
|
2022
Q2 | $32.6M | Buy |
|
|||||
|
2022
Q1 | $35M | Buy |
|
|||||
|
2021
Q4 | $35.8M | Buy |
|
|||||
|
2021
Q3 | $31.8M | Buy |
|
|||||
|
2021
Q2 | $27.7M | Buy |
|
|||||
|
2021
Q1 | $21.9M | Buy |
|
|||||
|
2020
Q4 | $1.55M | Buy |
|
|||||
|
2020
Q3 | $1.02M | Sell |
|
|||||
|
2020
Q2 | $1.37M | Sell |
|
|||||
|
2020
Q1 | $1.11M | Buy |
|
|||||
|
2019
Q4 | $607K | Sell |
|
|||||
|
2019
Q3 | $517K | Buy |
|
|||||
|
2019
Q2 | $428K | Sell |
|
|||||
|
2019
Q1 | $480K | Buy |
|
|||||
|
2018
Q4 | $416 | Sell |
|
|||||
|
2018
Q3 | $507K | Buy |
|
|||||
|
2018
Q2 | $463 | Sell |
|
|||||
|
2018
Q1 | $561K | Buy |
|
|||||
|
2017
Q4 | $539K | Buy |
|
|||||
|
2017
Q3 | $288K | Buy |
|
|||||
|
2017
Q2 | $242K | Buy |
|