Silvercrest 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 | $1.87M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $830K | Hold |
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|
2023
Q2 | $868K | Buy |
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|
2023
Q1 | $888K | Buy |
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|
2022
Q4 | $840K | Buy |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $806K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $985K | Buy |
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|
2020
Q4 | $767K | Buy |
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|
2020
Q3 | $495K | Buy |
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|
2020
Q2 | $493K | Hold |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $724K | Buy |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $304K | Sell |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $281K | Sell |
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|
2018
Q3 | $367K | Sell |
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|
2018
Q2 | $389K | Sell |
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|
2018
Q1 | $454K | Sell |
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|
2017
Q4 | $461K | Hold |
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|
2017
Q3 | $424K | Sell |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $398K | Sell |
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|
2016
Q4 | $397K | Sell |
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|
2016
Q3 | $417K | Buy |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $309K | Sell |
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|
2015
Q4 | $1.83M | Sell |
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|
2015
Q3 | $1.85M | Sell |
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|
2015
Q2 | $2.29M | Buy |
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|
2015
Q1 | $2.1M | Sell |
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|
2014
Q4 | $2.32M | Buy |
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|
2014
Q3 | $1.98M | Sell |
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|
2014
Q2 | $2.09M | Buy |
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|
2014
Q1 | $1.75M | Sell |
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|
2013
Q4 | $1.77M | Sell |
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|
2013
Q3 | $1.55M | Hold |
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|
2013
Q2 | $1.41M | Buy |
|