US Asset Management LLC’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 | $314K | Sell |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $731K | Hold |
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|
2024
Q3 | $772K | Sell |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $547K | Hold |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q2 | $474K | Hold |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $606K | Buy |
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