Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $286K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $189K | Buy |
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|
2024
Q3 | $63K | Sell |
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|
2024
Q2 | $117K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $5.37M | Buy |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $1.99M | Sell |
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|
2021
Q4 | $9.55M | Buy |
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|
2021
Q3 | $7.58M | Buy |
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|
2021
Q2 | $2.67M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $672K | Sell |
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|
2020
Q3 | $561K | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $639K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.83M | Buy |
|
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|
2017
Q4 | $708K | Buy |
|
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|
2017
Q3 | $308K | Sell |
|
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|
2017
Q2 | $397K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $735K | Buy |
|
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|
2016
Q1 | – | Hold |
|
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|
2015
Q4 | – | Sell |
|
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|
2015
Q3 | $19K | Sell |
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|
2015
Q2 | $305K | Buy |
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|
2015
Q1 | $40K | Sell |
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|
2014
Q4 | $260K | Sell |
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|
2014
Q3 | $349K | Buy |
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|
2014
Q2 | $155K | Buy |
|