Vivaldi Capital 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
Q3 | $817K | Buy |
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|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $487K | Sell |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $431K | Hold |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Buy |
|