Summit Global Investments’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
Q1 | – | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $230K | Buy |
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