North Star 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
Q3 | $1.07M | Sell |
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|
2025
Q2 | $987K | Sell |
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|
2025
Q1 | $841K | Hold |
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|
2024
Q4 | $906K | Sell |
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|
2024
Q3 | $752K | Sell |
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|
2024
Q2 | $735K | Sell |
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|
2024
Q1 | $726K | Hold |
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|
2023
Q4 | $719K | Hold |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $658K | Hold |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $226K | Hold |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $393K | Buy |
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|
2019
Q4 | $490K | Hold |
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|
2019
Q3 | $409K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $66K | Buy |
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|
2018
Q4 | $33K | Hold |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $45K | Hold |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $40K | Hold |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $36K | Buy |
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|
2016
Q4 | $33K | Hold |
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $25K | Hold |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $30K | Hold |
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|
2015
Q1 | $28K | Hold |
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|
2014
Q4 | $30K | Hold |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $25K | Hold |
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|
2014
Q1 | $24K | Buy |
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