Vaughan Nelson Investment 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 | $3.77M | Hold |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.65M | Hold |
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|
2024
Q3 | $3.03M | Hold |
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|
2024
Q2 | $2.82M | Hold |
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|
2024
Q1 | $2.73M | Hold |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.81M | Hold |
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $3.28M | Sell |
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|
2022
Q4 | $3.86M | Hold |
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|
2022
Q3 | $3.59M | Hold |
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|
2022
Q2 | $3.45M | Hold |
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|
2022
Q1 | $3.97M | Buy |
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|
2021
Q4 | $3.65M | Sell |
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|
2021
Q3 | $3.73M | Buy |
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|
2021
Q2 | $3.2M | Sell |
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|
2021
Q1 | $121M | Sell |
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|
2020
Q4 | $120M | Sell |
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|
2020
Q3 | $85.3M | Buy |
|