Sigma Planning Corp’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 | $5.06M | Sell |
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|
2025
Q2 | $4.6M | Buy |
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|
2025
Q1 | $3.78M | Buy |
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|
2024
Q4 | $3.75M | Sell |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $3.5M | Sell |
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|
2023
Q1 | $4.05M | Buy |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.05M | Buy |
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|
2021
Q4 | $3.85M | Buy |
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|
2021
Q3 | $3.13M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $874K | Buy |
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|
2020
Q4 | $588K | Buy |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $516K | Buy |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $506K | Sell |
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|
2019
Q3 | $429K | Sell |
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|
2019
Q2 | $443K | Buy |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | $357K | Buy |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | $366K | Buy |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $280K | Sell |
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|
2017
Q1 | $284K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $410K | Sell |
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|
2015
Q3 | $430K | Sell |
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|
2015
Q2 | $535K | Buy |
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|
2015
Q1 | $449K | Buy |
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|
2014
Q4 | $313K | Buy |
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