Rehmann Capital Advisory Group’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 | $867K | Buy |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $480K | Buy |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $587K | Sell |
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|
2021
Q4 | $663K | Buy |
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|
2021
Q3 | $643K | Sell |
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|
2021
Q2 | $615K | Sell |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2019
Q3 | $113K | Sell |
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|
2019
Q2 | $119K | Buy |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $85.6K | Sell |
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|
2018
Q3 | $112K | Sell |
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|
2018
Q2 | $132K | Buy |
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|
2018
Q1 | $132K | Buy |
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