Silvercrest Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
13,276
-107
| -0.8% | -$15.1K | 0.01% | 560 |
|
|
2025
Q1 | $1.56M | Buy |
13,383
+1,505
| +13% | +$176K | 0.01% | 569 |
|
|
2024
Q4 | $1.49M | Buy |
11,878
+1,027
| +9% | +$129K | 0.01% | 565 |
|
|
2024
Q3 | $1.13M | Sell |
10,851
-549
| -5% | -$57.2K | 0.01% | 557 |
|
|
2024
Q2 | $1.11M | Sell |
11,400
-358
| -3% | -$34.8K | 0.01% | 614 |
|
|
2024
Q1 | $1.11M | Sell |
11,758
-32
| -0.3% | -$3.01K | 0.01% | 597 |
|
|
2023
Q4 | $1.1M | Buy |
11,790
+1,631
| +16% | +$152K | 0.01% | 577 |
|
|
2023
Q3 | $830K | Hold |
10,159
| – | – | 0.01% | 623 |
|
|
2023
Q2 | $868K | Buy |
10,159
+44
| +0.4% | +$3.76K | 0.01% | 612 |
|
|
2023
Q1 | $888K | Buy |
10,115
+236
| +2% | +$20.7K | 0.01% | 594 |
|
|
2022
Q4 | $840K | Buy |
9,879
+317
| +3% | +$27K | 0.01% | 594 |
|
|
2022
Q3 | $755K | Sell |
9,562
-1,040
| -10% | -$82.1K | 0.01% | 592 |
|
|
2022
Q2 | $806K | Sell |
10,602
-1,599
| -13% | -$122K | 0.01% | 593 |
|
|
2022
Q1 | $1.07M | Buy |
12,201
+223
| +2% | +$19.5K | 0.01% | 592 |
|
|
2021
Q4 | $1.18M | Sell |
11,978
-83
| -0.7% | -$8.15K | 0.01% | 550 |
|
|
2021
Q3 | $1.17M | Sell |
12,061
-21
| -0.2% | -$2.04K | 0.01% | 552 |
|
|
2021
Q2 | $1.11M | Sell |
12,082
-607
| -5% | -$55.7K | 0.01% | 555 |
|
|
2021
Q1 | $985K | Buy |
12,689
+1,494
| +13% | +$116K | 0.01% | 566 |
|
|
2020
Q4 | $767K | Buy |
11,195
+966
| +9% | +$66.2K | 0.01% | 573 |
|
|
2020
Q3 | $495K | Buy |
10,229
+28
| +0.3% | +$1.36K | ﹤0.01% | 607 |
|
|
2020
Q2 | $493K | Hold |
10,201
| – | – | ﹤0.01% | 604 |
|
|
2020
Q1 | $347K | Sell |
10,201
-3,966
| -28% | -$135K | ﹤0.01% | 604 |
|
|
2019
Q4 | $724K | Buy |
14,167
+7,235
| +104% | +$370K | 0.01% | 562 |
|
|
2019
Q3 | $296K | Hold |
6,932
| – | – | ﹤0.01% | 639 |
|
|
2019
Q2 | $304K | Sell |
6,932
-40
| -0.6% | -$1.75K | ﹤0.01% | 486 |
|
|
2019
Q1 | $294K | Sell |
6,972
-123
| -2% | -$5.19K | ﹤0.01% | 482 |
|
|
2018
Q4 | $281K | Sell |
7,095
-775
| -10% | -$30.7K | ﹤0.01% | 446 |
|
|
2018
Q3 | $367K | Sell |
7,870
-338
| -4% | -$15.8K | ﹤0.01% | 435 |
|
|
2018
Q2 | $389K | Sell |
8,208
-200
| -2% | -$9.48K | ﹤0.01% | 428 |
|
|
2018
Q1 | $454K | Sell |
8,408
-387
| -4% | -$20.9K | ﹤0.01% | 425 |
|
|
2017
Q4 | $461K | Hold |
8,795
| – | – | ﹤0.01% | 423 |
|
|
2017
Q3 | $424K | Sell |
8,795
-300
| -3% | -$14.5K | ﹤0.01% | 428 |
|
|
2017
Q2 | $405K | Sell |
9,095
-200
| -2% | -$8.91K | ﹤0.01% | 422 |
|
|
2017
Q1 | $398K | Sell |
9,295
-92
| -1% | -$3.94K | ﹤0.01% | 442 |
|
|
2016
Q4 | $397K | Sell |
9,387
-3,613
| -28% | -$153K | ﹤0.01% | 445 |
|
|
2016
Q3 | $417K | Buy |
13,000
+718
| +6% | +$23K | 0.01% | 429 |
|
|
2016
Q2 | $319K | Sell |
12,282
-74
| -0.6% | -$1.92K | ﹤0.01% | 467 |
|
|
2016
Q1 | $309K | Sell |
12,356
-45,118
| -79% | -$1.13M | ﹤0.01% | 461 |
|
|
2015
Q4 | $1.83M | Sell |
57,474
-1,270
| -2% | -$40.4K | 0.03% | 300 |
|
|
2015
Q3 | $1.85M | Sell |
58,744
-300
| -0.5% | -$9.45K | 0.03% | 271 |
|
|
2015
Q2 | $2.29M | Buy |
59,044
+158
| +0.3% | +$6.13K | 0.03% | 284 |
|
|
2015
Q1 | $2.1M | Sell |
58,886
-875
| -1% | -$31.2K | 0.03% | 262 |
|
|
2014
Q4 | $2.32M | Buy |
59,761
+2,400
| +4% | +$93.1K | 0.03% | 260 |
|
|
2014
Q3 | $1.98M | Sell |
57,361
-7,400
| -11% | -$256K | 0.03% | 267 |
|
|
2014
Q2 | $2.09M | Buy |
64,761
+8,501
| +15% | +$275K | 0.03% | 266 |
|
|
2014
Q1 | $1.75M | Sell |
56,260
-173
| -0.3% | -$5.39K | 0.03% | 272 |
|
|
2013
Q4 | $1.77M | Sell |
56,433
-1,190
| -2% | -$37.3K | 0.03% | 274 |
|
|
2013
Q3 | $1.55M | Hold |
57,623
| – | – | 0.03% | 273 |
|
|
2013
Q2 | $1.41M | Buy |
+57,623
| New | +$1.41M | 0.03% | 274 |
|