Savant Capital’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 | $7.11M | Buy |
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|
2025
Q2 | $6.21M | Buy |
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|
2025
Q1 | $4.59M | Buy |
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|
2024
Q4 | $4.7M | Sell |
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|
2024
Q3 | $3.92M | Buy |
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|
2024
Q2 | $3.14M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.26M | Buy |
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|
2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $663K | Buy |
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|
2020
Q2 | $635K | Buy |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $527K | Buy |
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|
2019
Q3 | $416K | Buy |
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|
2019
Q2 | $420K | Buy |
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|
2019
Q1 | $395K | Sell |
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|
2018
Q4 | $383K | Sell |
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|
2018
Q3 | $463K | Buy |
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|
2018
Q2 | $467K | Sell |
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|
2018
Q1 | $537K | Sell |
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|
2017
Q4 | $530K | Buy |
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|
2017
Q3 | $479K | Buy |
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|
2017
Q2 | $439K | Buy |
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|
2017
Q1 | $415K | Buy |
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|
2016
Q4 | $406K | Sell |
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|
2016
Q3 | $337K | Buy |
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|
2016
Q2 | $270K | Buy |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $346K | Buy |
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|
2015
Q3 | $334K | Buy |
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|
2015
Q2 | $408K | Buy |
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|
2015
Q1 | $366K | Sell |
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|
2014
Q4 | $402K | Buy |
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|
2014
Q3 | $339K | Hold |
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|
2014
Q2 | $317K | Sell |
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|
2014
Q1 | $309K | Buy |
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|
2013
Q4 | $302K | Buy |
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|
2013
Q3 | $258K | Sell |
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|
2013
Q2 | $239K | Buy |
|