Shulman DeMeo 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
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $905K | Buy |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $719K | Buy |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $720K | Sell |
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|
2023
Q1 | $755K | Sell |
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|
2022
Q4 | $744K | Buy |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $836K | Sell |
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|
2021
Q3 | $831K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $652K | Sell |
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|
2020
Q4 | $677K | Buy |
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|
2020
Q3 | $475K | Buy |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $470K | Buy |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $399K | Buy |
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