Waddell & Reed Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $303M | Sell |
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|
2020
Q4 | $346M | Buy |
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|
2020
Q3 | $227M | Buy |
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|
2020
Q2 | $205M | Buy |
|
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|
2020
Q1 | $136M | Buy |
|
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|
2019
Q4 | $98.6M | Buy |
|
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $93.1M | Sell |
|
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|
2018
Q4 | $90.3M | Sell |
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|
2018
Q3 | $110M | Sell |
|
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|
2018
Q2 | $150M | Sell |
|
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|
2018
Q1 | $211M | Sell |
|
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|
2017
Q4 | $219M | Sell |
|
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|
2017
Q3 | $221M | Sell |
|
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|
2017
Q2 | $239M | Sell |
|
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|
2017
Q1 | $255M | Sell |
|
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|
2016
Q4 | $282M | Buy |
|
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|
2016
Q3 | $17.7M | Sell |
|
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|
2016
Q2 | $65.3M | Sell |
|
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|
2016
Q1 | $72.2M | Buy |
|
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|
2015
Q4 | $73.6M | Buy |
|
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|
2015
Q3 | $16.7M | Buy |
|