UBS 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
Q2 | $1.57B | Sell |
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|
2025
Q1 | $1.41B | Buy |
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|
2024
Q4 | $1.38B | Buy |
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|
2024
Q3 | $1.09B | Buy |
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|
2024
Q2 | $968M | Buy |
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|
2024
Q1 | $826M | Buy |
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|
2023
Q4 | $675M | Sell |
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|
2023
Q3 | $617M | Buy |
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|
2023
Q2 | $613M | Buy |
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|
2023
Q1 | $557M | Sell |
|
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|
2022
Q4 | $617M | Buy |
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|
2022
Q3 | $528M | Buy |
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|
2022
Q2 | $469M | Sell |
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|
2022
Q1 | $621M | Buy |
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|
2021
Q4 | $541M | Sell |
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|
2021
Q3 | $540M | Sell |
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|
2021
Q2 | $510M | Buy |
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|
2021
Q1 | $387M | Sell |
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|
2020
Q4 | $381M | Buy |
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|
2020
Q3 | $259M | Buy |
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|
2020
Q2 | $185M | Buy |
|
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|
2020
Q1 | $92.1M | Sell |
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|
2019
Q4 | $223M | Sell |
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|
2019
Q3 | $205M | Buy |
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|
2019
Q2 | $195M | Buy |
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|
2019
Q1 | $158M | Buy |
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|
2018
Q4 | $92M | Sell |
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|
2018
Q3 | $135M | Buy |
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|
2018
Q2 | $112M | Sell |
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|
2018
Q1 | $144M | Sell |
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|
2017
Q4 | $153M | Buy |
|
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|
2017
Q3 | $133M | Buy |
|
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|
2017
Q2 | $103M | Sell |
|
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|
2017
Q1 | $138M | Sell |
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|
2016
Q4 | $209M | Buy |
|
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|
2016
Q3 | $131M | Buy |
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|
2016
Q2 | $97.9M | Sell |
|
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|
2016
Q1 | $134M | Buy |
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|
2015
Q4 | $114M | Sell |
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|
2015
Q3 | $135M | Buy |
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|
2015
Q2 | $134M | Sell |
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|
2015
Q1 | $141M | Buy |
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|
2014
Q4 | $146M | Buy |
|