R.M. Davis Inc’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 | $904K | Buy |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $877K | Buy |
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|
2024
Q3 | $624K | Buy |
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|
2024
Q2 | $581K | Buy |
|
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $461K | Hold |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $205K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $226K | Buy |
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $215K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $207K | Sell |
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|
2015
Q3 | $205K | Buy |
|