TOBAM’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
Q2 | $43K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $70K | Sell |
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|
2024
Q3 | $80K | Sell |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $68K | Sell |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $88K | Hold |
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|
2023
Q2 | $92K | Buy |
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|
2023
Q1 | $56K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $100K | Sell |
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|
2022
Q2 | $336K | Buy |
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