Shell Asset 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 | $642K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $289K | Hold |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $3.29M | Sell |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $4.26M | Sell |
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|
2022
Q1 | $4.93M | Sell |
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|
2021
Q4 | $5.79M | Buy |
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|
2021
Q3 | $2.96M | Sell |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $6.91M | Sell |
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|
2020
Q4 | $6.66M | Buy |
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|
2020
Q3 | $4.34M | Sell |
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|
2020
Q2 | $4.35M | Sell |
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|
2020
Q1 | $4.29M | Sell |
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|
2019
Q4 | $6.84M | Sell |
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|
2019
Q3 | $6.92M | Sell |
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|
2019
Q2 | $7.21M | Sell |
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|
2019
Q1 | $7.25M | Buy |
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|
2018
Q4 | $3.84M | Sell |
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|
2018
Q3 | $5.41M | Sell |
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|
2018
Q2 | $5.86M | Buy |
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|
2018
Q1 | $6.17M | Hold |
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|
2017
Q4 | $6M | Buy |
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|
2017
Q3 | $4.38M | Sell |
|
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|
2017
Q2 | $4.97M | Hold |
|
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|
2017
Q1 | $4.78M | Sell |
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|
2016
Q4 | $6.03M | Sell |
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|
2016
Q3 | $4.96M | Sell |
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|
2016
Q2 | $4.39M | Buy |
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|
2016
Q1 | $3.33M | Sell |
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|
2015
Q4 | $4.25M | Sell |
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|
2015
Q3 | $7.89M | Buy |
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|
2015
Q2 | $7.29M | Sell |
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|
2015
Q1 | $7.5M | Sell |
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|
2014
Q4 | $10.7M | Buy |
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|
2014
Q3 | $7.89M | Sell |
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|
2014
Q2 | $7.64M | Sell |
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|
2014
Q1 | $8.01M | Buy |
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|
2013
Q4 | $7.81M | Sell |
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|
2013
Q3 | $9.98M | Sell |
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|
2013
Q2 | $9.05M | Buy |
|