Orion Portfolio Solutions’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
Q1 | $10.1M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $9.32M | Sell |
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|
2024
Q2 | $8.96M | Sell |
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|
2024
Q1 | $8.8M | Sell |
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|
2023
Q4 | $8.74M | Sell |
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|
2023
Q3 | $8.06M | Sell |
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|
2023
Q2 | $9.55M | Sell |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $723K | Buy |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $498K | Buy |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $239K | Buy |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $156K | Buy |
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|
2019
Q4 | $167K | Buy |
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