Paloma Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $2.21M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $4.34M | Buy |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $8.77M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $17.8M | Buy |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $4.54M | Sell |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $13.3M | Buy |
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|
2019
Q3 | $7.08M | Sell |
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|
2019
Q2 | $8.37M | Buy |
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|
2019
Q1 | $388K | Sell |
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|
2018
Q4 | $4.94M | Sell |
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|
2018
Q3 | $15.7M | Buy |
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|
2018
Q2 | $5.28M | Buy |
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $2.29M | Sell |
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|
2017
Q3 | $4.72M | Sell |
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|
2017
Q2 | $13.6M | Buy |
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|
2017
Q1 | $6.43M | Sell |
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|
2016
Q4 | $8.57M | Buy |
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|
2016
Q3 | $2.62M | Buy |
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|
2016
Q2 | $1.97M | Sell |
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|
2016
Q1 | $2.24M | Buy |
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|
2015
Q4 | $1.8M | Sell |
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|
2015
Q3 | $3.22M | Buy |
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|
2015
Q2 | $2.22M | Buy |
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|
2015
Q1 | $205K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $692K | Buy |
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