SOL Capital 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 | $616K | Hold |
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|
2025
Q2 | $546K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $487K | Hold |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $267K | Sell |
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|
2019
Q1 | $279K | Hold |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $307K | Sell |
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|
2018
Q2 | $337K | Hold |
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|
2018
Q1 | $383K | Sell |
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|
2017
Q4 | $383K | Buy |
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|
2017
Q3 | $328K | Sell |
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|
2017
Q2 | $318K | Hold |
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|
2017
Q1 | $306K | Hold |
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|
2016
Q4 | $302K | Hold |
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|
2016
Q3 | $229K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Hold |
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|
2015
Q3 | $225K | Hold |
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|
2015
Q2 | $277K | Hold |
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|
2015
Q1 | $255K | Sell |
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|
2014
Q4 | $296K | Hold |
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|
2014
Q3 | $264K | Sell |
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|
2014
Q2 | $263K | Buy |
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|
2014
Q1 | $218K | Hold |
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|
2013
Q4 | $220K | Buy |
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