SVB Wealth’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 | $708K | Sell |
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|
2025
Q2 | $691K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $6.13M | Sell |
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|
2021
Q2 | $5.81M | Buy |
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|
2021
Q1 | $4.83M | Buy |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $680K | Buy |
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|
2019
Q4 | $598K | Buy |
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|
2019
Q3 | $366K | Buy |
|
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $507K | Sell |
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|
2018
Q1 | $694K | Sell |
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|
2017
Q4 | $756K | Sell |
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|
2017
Q3 | $849K | Sell |
|
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|
2017
Q2 | $849K | Sell |
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|
2017
Q1 | $841K | Buy |
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|
2016
Q4 | $797K | Sell |
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|
2016
Q3 | $633K | Buy |
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|
2016
Q2 | $491K | Sell |
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|
2016
Q1 | $705K | Sell |
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|
2015
Q4 | $1.06M | Sell |
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|
2015
Q3 | $5.41M | Sell |
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|
2015
Q2 | $6.78M | Buy |
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|
2015
Q1 | $6.11M | Buy |
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|
2014
Q4 | $5.85M | Buy |
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