Sentry Investment Management’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 | $566K | Hold |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $654K | Sell |
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|
2024
Q3 | $631K | Hold |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $687K | Hold |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $603K | Sell |
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|
2023
Q2 | $783K | Buy |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $758K | Hold |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $967K | Sell |
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|
2020
Q4 | $6.2M | Buy |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $3.26M | Buy |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $4.11M | Hold |
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|
2019
Q3 | $3.43M | Hold |
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|
2019
Q2 | $3.53M | Hold |
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|
2019
Q1 | $3.4M | Sell |
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|
2018
Q4 | $3.47M | Sell |
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|
2018
Q3 | $4.18M | Sell |
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|
2018
Q2 | $4.43M | Sell |
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|
2018
Q1 | $5.6M | Sell |
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|
2017
Q4 | $5.96M | Buy |
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|
2017
Q3 | $4.83M | Sell |
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|
2017
Q2 | $4.47M | Buy |
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|
2017
Q1 | $4.26M | Sell |
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|
2016
Q4 | $5.04M | Sell |
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|
2016
Q3 | $3.86M | Buy |
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|
2016
Q2 | $3.07M | Hold |
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|
2016
Q1 | $2.95M | Buy |
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|
2015
Q4 | $3.71M | Sell |
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|
2015
Q3 | $7.53M | Buy |
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|
2015
Q2 | $6.33M | Buy |
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|
2015
Q1 | $4.63M | Buy |
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|
2014
Q4 | $4.87M | Buy |
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|
2014
Q3 | $2.21M | Sell |
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|
2014
Q2 | $2.32M | Sell |
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|
2014
Q1 | $2.38M | Hold |
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|
2013
Q4 | $2.39M | Sell |
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|
2013
Q3 | $4.72M | Buy |
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|
2013
Q2 | $2.76M | Buy |
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