Todd Asset Management’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 | $53.9M | Sell |
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|
2025
Q1 | $45.1M | Buy |
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|
2024
Q4 | $48.6M | Sell |
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|
2024
Q3 | $44.9M | Sell |
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|
2024
Q2 | $42.2M | Buy |
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|
2024
Q1 | $36.3M | Sell |
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|
2023
Q4 | $38.7M | Sell |
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|
2023
Q3 | $34.3M | Sell |
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|
2023
Q2 | $35.9M | Sell |
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|
2023
Q1 | $44.6M | Buy |
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|
2022
Q4 | $43.2M | Sell |
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|
2022
Q3 | $40.3M | Sell |
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|
2022
Q2 | $39.2M | Sell |
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|
2022
Q1 | $45.2M | Sell |
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|
2021
Q4 | $51.2M | Sell |
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|
2021
Q3 | $53.3M | Sell |
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|
2021
Q2 | $55.8M | Sell |
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|
2021
Q1 | $52.8M | Sell |
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|
2020
Q4 | $50.6M | Sell |
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|
2020
Q3 | $37.8M | Buy |
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|
2020
Q2 | $37.6M | Sell |
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|
2020
Q1 | $28.5M | Sell |
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|
2019
Q4 | $48.6M | Sell |
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|
2019
Q3 | $41M | Sell |
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|
2019
Q2 | $42.3M | Sell |
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|
2019
Q1 | $40.9M | Sell |
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|
2018
Q4 | $38.4M | Buy |
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|
2018
Q3 | $42.7M | Buy |
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|
2018
Q2 | $38.7M | Sell |
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|
2018
Q1 | $44.5M | Sell |
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|
2017
Q4 | $53.1M | Buy |
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|
2017
Q3 | $38M | Buy |
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|
2017
Q2 | $15.1M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $6.7M | Sell |
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|
2013
Q3 | $5.85M | Buy |
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