Vontobel Holding’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2M | Sell |
313,576
-17,211
| -5% | -$2.42M | 0.14% | 105 |
|
|
2025
Q1 | $38.6M | Buy |
330,787
+16,200
| +5% | +$1.89M | 0.14% | 114 |
|
|
2024
Q4 | $39.5M | Sell |
314,587
-42,067
| -12% | -$5.29M | 0.14% | 108 |
|
|
2024
Q3 | $37.2M | Buy |
356,654
+14,155
| +4% | +$1.48M | 0.12% | 123 |
|
|
2024
Q2 | $33.3M | Buy |
342,499
+28,570
| +9% | +$2.78M | 0.11% | 123 |
|
|
2024
Q1 | $29.6M | Buy |
313,929
+12,584
| +4% | +$1.18M | 0.24% | 109 |
|
|
2023
Q4 | $28.1M | Sell |
301,345
-5,903
| -2% | -$550K | 0.24% | 110 |
|
|
2023
Q3 | $25.1M | Sell |
307,248
-8,662
| -3% | -$707K | 0.23% | 110 |
|
|
2023
Q2 | $27M | Sell |
315,910
-17,649
| -5% | -$1.51M | 0.24% | 107 |
|
|
2023
Q1 | $29.3M | Sell |
333,559
-19,217
| -5% | -$1.69M | 0.27% | 99 |
|
|
2022
Q4 | $29.8M | Buy |
352,776
+14,881
| +4% | +$1.26M | 0.3% | 89 |
|
|
2022
Q3 | $27M | Buy |
337,895
+128,103
| +61% | +$10.2M | 0.32% | 84 |
|
|
2022
Q2 | $16.4M | Buy |
209,792
+7,955
| +4% | +$622K | 0.18% | 129 |
|
|
2022
Q1 | $18.2M | Buy |
201,837
+6,282
| +3% | +$567K | 0.16% | 136 |
|
|
2021
Q4 | $19.3M | Sell |
195,555
-7,140
| -4% | -$705K | 0.16% | 131 |
|
|
2021
Q3 | $19.7M | Sell |
202,695
-13,715
| -6% | -$1.33M | 0.17% | 119 |
|
|
2021
Q2 | $19.6M | Sell |
216,410
-29,753
| -12% | -$2.7M | 0.17% | 114 |
|
|
2021
Q1 | $19.1M | Sell |
246,163
-102,259
| -29% | -$7.94M | 0.14% | 109 |
|
|
2020
Q4 | $25.9M | Buy |
+348,422
| New | +$25.9M | 0.17% | 77 |
|