Truist Financial’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 | $84.4M | Sell |
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|
2025
Q1 | $70.3M | Sell |
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|
2024
Q4 | $79.4M | Sell |
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|
2024
Q3 | $68.5M | Sell |
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|
2024
Q2 | $66.6M | Sell |
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|
2024
Q1 | $67.8M | Sell |
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|
2023
Q4 | $96M | Sell |
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|
2023
Q3 | $89.5M | Buy |
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|
2023
Q2 | $88.7M | Sell |
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|
2023
Q1 | $92.2M | Sell |
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|
2022
Q4 | $94.8M | Sell |
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|
2022
Q3 | $90.1M | Buy |
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|
2022
Q2 | $81.4M | Sell |
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|
2022
Q1 | $98.6M | Buy |
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|
2021
Q4 | $107M | Buy |
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|
2021
Q3 | $99.7M | Buy |
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|
2021
Q2 | $91.8M | Buy |
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|
2021
Q1 | $76.5M | Sell |
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|
2020
Q4 | $67.5M | Buy |
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|
2020
Q3 | $37.7M | Sell |
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|
2020
Q2 | $40.7M | Sell |
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|
2020
Q1 | $51.2M | Sell |
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|
2019
Q4 | $145M | Buy |
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|
2019
Q3 | $14.5M | Buy |
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|
2019
Q2 | $14.4M | Buy |
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|
2019
Q1 | $13.3M | Buy |
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|
2018
Q4 | $10.4M | Buy |
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|
2018
Q3 | $7.47M | Buy |
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|
2018
Q2 | $7.59M | Sell |
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|
2018
Q1 | $8.86M | Sell |
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|
2017
Q4 | $8.71M | Sell |
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|
2017
Q3 | $8.24M | Buy |
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|
2017
Q2 | $6.95M | Buy |
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|
2017
Q1 | $5.92M | Buy |
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|
2016
Q4 | $2.95M | Buy |
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|
2016
Q3 | $1.68M | Sell |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $9.16M | Sell |
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|
2015
Q3 | $9.34M | Buy |
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|
2015
Q2 | $1.56M | Sell |
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|
2015
Q1 | $1.6M | Sell |
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|
2014
Q4 | $1.89M | Buy |
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|
2014
Q3 | $1.58M | Buy |
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|
2014
Q2 | $1.46M | Sell |
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|
2014
Q1 | $1.42M | Buy |
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|
2013
Q4 | $1.24M | Buy |
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|
2013
Q3 | $1.01M | Buy |
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|
2013
Q2 | $803K | Buy |
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