Vontobel Holding’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 | $28.4M | Sell |
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|
2025
Q2 | $44.2M | Sell |
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|
2025
Q1 | $38.6M | Buy |
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|
2024
Q4 | $39.5M | Sell |
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|
2024
Q3 | $37.2M | Buy |
|
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|
2024
Q2 | $33.3M | Buy |
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|
2024
Q1 | $29.6M | Buy |
|
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|
2023
Q4 | $28.1M | Sell |
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|
2023
Q3 | $25.1M | Sell |
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|
2023
Q2 | $27M | Sell |
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|
2023
Q1 | $29.3M | Sell |
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|
2022
Q4 | $29.8M | Buy |
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|
2022
Q3 | $27M | Buy |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $18.2M | Buy |
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|
2021
Q4 | $19.3M | Sell |
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|
2021
Q3 | $19.7M | Sell |
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|
2021
Q2 | $19.6M | Sell |
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|
2021
Q1 | $19.1M | Sell |
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|
2020
Q4 | $25.9M | Buy |
|