Van Hulzen Asset Management’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
$563K Buy
2025
Q1
$390K Sell
2024
Q4
$434K Buy
2024
Q3
$358K Sell
2024
Q2
$4.42M Sell
2024
Q1
$4.97M Buy
2021
Q1
Sell
2020
Q4
$515K Sell
2020
Q3
$366K Buy
2020
Q2
$366K Buy