Renaissance Investment 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
Q3 | $723K | Hold |
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|
2025
Q2 | $641K | Hold |
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|
2025
Q1 | $531K | Hold |
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|
2024
Q4 | $572K | Hold |
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|
2024
Q3 | $474K | Hold |
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|
2024
Q2 | $467K | Hold |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $599K | Hold |
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|
2023
Q2 | $627K | Hold |
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|
2023
Q1 | $644K | Hold |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $627K | Hold |
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|
2022
Q2 | $600K | Hold |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $775K | Buy |
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|
2021
Q3 | $768K | Hold |
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|
2021
Q2 | $724K | Hold |
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|
2021
Q1 | $612K | Hold |
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|
2020
Q4 | $540K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $302K | Hold |
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|
2019
Q4 | $454K | Hold |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $400K | Hold |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | $353K | Hold |
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|
2018
Q3 | $414K | Sell |
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|
2018
Q2 | $424K | Hold |
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|
2018
Q1 | $483K | Hold |
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|
2017
Q4 | $470K | Sell |
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|
2017
Q3 | $432K | Sell |
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|
2017
Q2 | $406K | Hold |
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|
2017
Q1 | $391K | Hold |
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|
2016
Q4 | $385K | Hold |
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|
2016
Q3 | $292K | Sell |
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|
2016
Q2 | $244K | Sell |
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|
2016
Q1 | $2.56M | Sell |
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|
2015
Q4 | $4.68M | Sell |
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|
2015
Q3 | $4.73M | Sell |
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|
2015
Q2 | $6.01M | Sell |
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|
2015
Q1 | $5.62M | Sell |
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|
2014
Q4 | $6.11M | Buy |
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|
2014
Q3 | $5.4M | Buy |
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|
2014
Q2 | $4.9M | Buy |
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|
2014
Q1 | $4.65M | Buy |
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|
2013
Q4 | $4.54M | Buy |
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|
2013
Q3 | $3.8M | Buy |
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|
2013
Q2 | $2.87M | Buy |
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