Valley National Advisers’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 | $395K | Buy |
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|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $164K | Sell |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $162K | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $190K | Buy |
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|
2021
Q1 | $151K | Buy |
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|
2020
Q4 | $110K | Buy |
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|
2020
Q3 | $78K | Sell |
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|
2020
Q2 | $112K | Sell |
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|
2020
Q1 | $127K | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $304K | Sell |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $409K | Sell |
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|
2018
Q2 | $429K | Buy |
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|
2018
Q1 | $463K | Buy |
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|
2017
Q4 | $419K | Buy |
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|
2017
Q3 | $384K | Buy |
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|
2017
Q2 | $355K | Sell |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q4 | $316K | Buy |
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|
2016
Q3 | $32K | Hold |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $25K | Buy |
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|
2015
Q4 | $27K | Hold |
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|
2015
Q3 | $26K | Hold |
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|
2015
Q2 | $32K | Hold |
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|
2015
Q1 | $30K | Buy |
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|
2014
Q4 | $2K | Buy |
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