Rational 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
Q2 | $359K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $163K | Buy |
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|
2024
Q1 | $65.9K | Sell |
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|
2023
Q4 | $91.2K | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $27K | Sell |
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|
2019
Q1 | $53K | Buy |
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|
2018
Q4 | $11K | Sell |
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|
2018
Q3 | $90K | Buy |
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|
2018
Q2 | $18K | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $734K | Buy |
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|
2017
Q3 | $116K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $364K | Buy |
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|
2016
Q3 | $154K | Buy |
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|
2015
Q3 | $11K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $13K | Sell |
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|
2014
Q4 | $23K | Buy |
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|
2013
Q4 | $969K | Sell |
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|
2013
Q3 | $834K | Hold |
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|
2013
Q2 | $756K | Buy |
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