Veritable’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $3.58M | Sell |
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|
2022
Q4 | $3.48M | Sell |
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|
2022
Q3 | $3.59M | Sell |
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|
2022
Q2 | $3.9M | Buy |
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|
2022
Q1 | $4.12M | Buy |
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|
2021
Q4 | $4.49M | Sell |
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|
2021
Q3 | $4.47M | Buy |
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|
2021
Q2 | $4.2M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $3.06M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.02M | Sell |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.15M | Buy |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $2.28M | Sell |
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|
2018
Q2 | $2.41M | Sell |
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|
2018
Q1 | $2.8M | Buy |
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|
2017
Q4 | $2.61M | Sell |
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|
2017
Q3 | $2.58M | Sell |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $2.2M | Buy |
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|
2016
Q4 | $2.16M | Buy |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | $1.14M | Sell |
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|
2016
Q1 | $1.1M | Buy |
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|
2015
Q4 | $1.27M | Sell |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $1.53M | Sell |
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|
2015
Q1 | $4.55M | Sell |
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|
2014
Q4 | $8.45M | Buy |
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|
2014
Q3 | $5.95M | Buy |
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|
2014
Q2 | $5.23M | Buy |
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|
2014
Q1 | $4.65M | Buy |
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|
2013
Q4 | $3.82M | Buy |
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|
2013
Q3 | $2.69M | Buy |
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|
2013
Q2 | $1.09M | Buy |
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