Wakefield Asset Management’s Morgan Stanley MS Stock Holding History

Wakefield Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.7M	Sell
2025 Q1	$2.26M	Buy
2019 Q3	–	Sell
2019 Q2	$4K	Sell
2019 Q1	$29K	Sell
2018 Q4	$2.86M	Sell
2018 Q3	$3.52M	Buy