Sumitomo Mitsui Financial Group’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$180K	–	210
2025 Q4	$180K	Buy	+1,000	New	+$167K	﹤0.01%	126
2025 Q3	–	Sell	-200	Closed	-$28.1K	–	226
2025 Q2	$28.1K	Buy	+200	New	+$24.6K	﹤0.01%	205
2022 Q2	–	Sell	-9,000	Closed	-$812K	–	210
2022 Q1	$812K	Sell	9,000 -500	-5%	-$48.2K	0.02%	127
2021 Q4	$938K	Buy	9,500 +675	+8%	+$67.2K	0.03%	113
2021 Q3	$879K	Buy	+8,825	New	+$874K	0.02%	118
2021 Q2	–	Sell	-8,725	Closed	-$690K	–	188
2021 Q1	$690K	Buy	+8,725	New	+$669K	0.02%	117
2020 Q3	–	Sell	-200	Closed	-$9K	–	166
2020 Q2	$9K	Buy	+200	New	+$8.4K	﹤0.01%	141
2020 Q1	–	Sell	-15,000	Closed	-$766K	–	146
2019 Q4	$766K	Buy	15,000 +14,162	+1,690%	+$670K	0.06%	73
2019 Q3	$36K	Buy	+838	New	+$35.8K	﹤0.01%	120
2019 Q2	–	Sell	-755	Closed	-$32K	–	128
2019 Q1	$32K	Buy	+755	New	+$31.8K	﹤0.01%	110
2018 Q4	–	Sell	-848	Closed	-$41K	–	119
2018 Q3	$41K	Sell	848 -7,882	-90%	-$385K	﹤0.01%	103
2018 Q2	$422K	Buy	+8,730	New	+$456K	0.04%	63
2017 Q4	–	Sell	-12,528	Closed	-$603K	–	116
2017 Q3	$603K	Buy	+12,528	New	+$581K	0.07%	56