SSI Investment 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
Q4 | $212K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $241K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $253K | Hold |
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|
2013
Q3 | $217K | Sell |
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|
2013
Q2 | $205K | Buy |
|