USA Financial Formulas’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
Q3 | $604K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $734K | Sell |
|
|||||
|
2024
Q4 | $1.19M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1K | Sell |
|
|||||
|
2021
Q3 | $1.19M | Buy |
|
|||||
|
2021
Q2 | $54K | Sell |
|
|||||
|
2021
Q1 | $76K | Sell |
|
|||||
|
2020
Q4 | $85K | Sell |
|
|||||
|
2020
Q3 | $111K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $153K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $3.58M | Sell |
|
|||||
|
2018
Q1 | $3.61M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $3.6M | Sell |
|
|||||
|
2016
Q4 | $3.74M | Buy |
|