Sompo 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 | $1.15M | Hold |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $866K | Sell |
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|
2024
Q3 | $834K | Sell |
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|
2024
Q2 | $830K | Sell |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $238K | Buy |
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