Vestmark Advisory Solutions’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 | $3.32M | Buy |
|
|||||
|
2025
Q1 | $1.27M | Buy |
|
|||||
|
2024
Q4 | $941K | Buy |
|
|||||
|
2024
Q3 | $383K | Buy |
|
|||||
|
2024
Q2 | $355K | Buy |
|
|||||
|
2024
Q1 | $335K | Sell |
|
|||||
|
2023
Q4 | $398K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $3.56M | Sell |
|
|||||
|
2023
Q1 | $3.88M | Sell |
|
|||||
|
2022
Q4 | $3.85M | Buy |
|
|||||
|
2022
Q3 | $3.55M | Buy |
|
|||||
|
2022
Q2 | $3.22M | Buy |
|
|||||
|
2022
Q1 | $3.59M | Buy |
|
|||||
|
2021
Q4 | $3.84M | Sell |
|
|||||
|
2021
Q3 | $4.05M | Sell |
|
|||||
|
2021
Q2 | $4.24M | Buy |
|
|||||
|
2021
Q1 | $3.41M | Buy |
|
|||||
|
2020
Q4 | $2.89M | Buy |
|
|||||
|
2020
Q3 | $1.94M | Buy |
|
|||||
|
2020
Q2 | $1.88M | Buy |
|
|||||
|
2020
Q1 | $435K | Buy |
|
|||||
|
2019
Q4 | $559K | Buy |
|
|||||
|
2019
Q3 | $446K | Buy |
|
|||||
|
2019
Q2 | $311K | Buy |
|
|||||
|
2019
Q1 | $284K | Buy |
|