SJS Investment Consulting’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79K | Sell |
34
-22
| -39% | -$3.1K | ﹤0.01% | 411 |
|
|
2025
Q1 | $6.53K | Hold |
56
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $7.04K | Sell |
56
-10
| -15% | -$1.26K | ﹤0.01% | 387 |
|
|
2024
Q3 | $6.88K | Sell |
66
-2
| -3% | -$208 | ﹤0.01% | 424 |
|
|
2024
Q2 | $6.61K | Sell |
68
-2
| -3% | -$194 | ﹤0.01% | 394 |
|
|
2024
Q1 | $6.59K | Sell |
70
-299
| -81% | -$28.2K | ﹤0.01% | 416 |
|
|
2023
Q4 | $34.4K | Sell |
369
-23
| -6% | -$2.15K | 0.01% | 193 |
|
|
2023
Q3 | $32K | Buy |
392
+10
| +3% | +$817 | 0.01% | 196 |
|
|
2023
Q2 | $32.6K | Sell |
382
-13
| -3% | -$1.11K | 0.01% | 183 |
|
|
2023
Q1 | $34.7K | Buy |
395
+16
| +4% | +$1.41K | 0.01% | 174 |
|
|
2022
Q4 | $32.2K | Buy |
379
+37
| +11% | +$3.15K | 0.01% | 185 |
|
|
2022
Q3 | $27K | Buy |
+342
| New | +$27K | 0.01% | 209 |
|
|
2022
Q1 | $32K | Buy |
359
+59
| +20% | +$5.26K | 0.01% | 229 |
|
|
2021
Q4 | $29K | Buy |
+300
| New | +$29K | 0.01% | 225 |
|