Socorro 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 | $10.7M | Sell |
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|
2025
Q2 | $13.3M | Sell |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $9.68M | Hold |
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|
2024
Q3 | $8.03M | Sell |
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|
2024
Q2 | $9.17M | Sell |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $8.3M | Hold |
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|
2023
Q2 | $8.68M | Hold |
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|
2023
Q1 | $8.92M | Hold |
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|
2022
Q4 | $8.64M | Sell |
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|
2022
Q3 | $8.93M | Sell |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $14.6M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $5.59M | Buy |
|