Wells Fargo’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579M | Sell |
4,107,018
-23,266
| -0.6% | -$3.28M | 0.12% | 155 |
|
|
2025
Q1 | $482M | Sell |
4,130,284
-250,479
| -6% | -$29.2M | 0.11% | 165 |
|
|
2024
Q4 | $551M | Buy |
4,380,763
+35,231
| +0.8% | +$4.43M | 0.12% | 153 |
|
|
2024
Q3 | $453M | Buy |
4,345,532
+193,513
| +5% | +$20.2M | 0.1% | 175 |
|
|
2024
Q2 | $404M | Buy |
4,152,019
+245,614
| +6% | +$23.9M | 0.1% | 181 |
|
|
2024
Q1 | $368M | Sell |
3,906,405
-946,386
| -20% | -$89.1M | 0.09% | 197 |
|
|
2023
Q4 | $453M | Sell |
4,852,791
-71,788
| -1% | -$6.69M | 0.12% | 164 |
|
|
2023
Q3 | $402M | Buy |
4,924,579
+96,751
| +2% | +$7.9M | 0.12% | 169 |
|
|
2023
Q2 | $412M | Sell |
4,827,828
-137,992
| -3% | -$11.8M | 0.11% | 170 |
|
|
2023
Q1 | $436M | Buy |
4,965,820
+94,613
| +2% | +$8.31M | 0.13% | 156 |
|
|
2022
Q4 | $414M | Sell |
4,871,207
-122,998
| -2% | -$10.5M | 0.12% | 160 |
|
|
2022
Q3 | $395M | Sell |
4,994,205
-134,785
| -3% | -$10.6M | 0.13% | 151 |
|
|
2022
Q2 | $390M | Sell |
5,128,990
-785,771
| -13% | -$59.8M | 0.12% | 162 |
|
|
2022
Q1 | $517M | Buy |
5,914,761
+313,595
| +6% | +$27.4M | 0.13% | 149 |
|
|
2021
Q4 | $550M | Buy |
5,601,166
+211,263
| +4% | +$20.7M | 0.14% | 148 |
|
|
2021
Q3 | $524M | Sell |
5,389,903
-124,726
| -2% | -$12.1M | 0.12% | 168 |
|
|
2021
Q2 | $506M | Sell |
5,514,629
-359,369
| -6% | -$33M | 0.11% | 174 |
|
|
2021
Q1 | $456M | Buy |
5,873,998
+932,395
| +19% | +$72.4M | 0.1% | 182 |
|
|
2020
Q4 | $339M | Buy |
4,941,603
+776,380
| +19% | +$53.2M | 0.08% | 233 |
|
|
2020
Q3 | $201M | Buy |
4,165,223
+261,233
| +7% | +$12.6M | 0.06% | 329 |
|
|
2020
Q2 | $189M | Buy |
3,903,990
+379,312
| +11% | +$18.3M | 0.05% | 325 |
|
|
2020
Q1 | $120M | Buy |
3,524,678
+216,164
| +7% | +$7.35M | 0.04% | 408 |
|
|
2019
Q4 | $169M | Buy |
3,308,514
+219,042
| +7% | +$11.2M | 0.05% | 401 |
|
|
2019
Q3 | $132M | Buy |
3,089,472
+153,408
| +5% | +$6.55M | 0.04% | 464 |
|
|
2019
Q2 | $129M | Buy |
2,936,064
+354,140
| +14% | +$15.5M | 0.04% | 472 |
|
|
2019
Q1 | $109M | Sell |
2,581,924
-399,511
| -13% | -$16.9M | 0.03% | 516 |
|
|
2018
Q4 | $118M | Buy |
2,981,435
+399
| +0% | +$15.8K | 0.04% | 458 |
|
|
2018
Q3 | $139M | Sell |
2,981,036
-317,128
| -10% | -$14.8M | 0.04% | 465 |
|
|
2018
Q2 | $156M | Sell |
3,298,164
-2,467,729
| -43% | -$117M | 0.05% | 409 |
|
|
2018
Q1 | $311M | Sell |
5,765,893
-86,575
| -1% | -$4.67M | 0.09% | 219 |
|
|
2017
Q4 | $307M | Buy |
5,852,468
+576,682
| +11% | +$30.3M | 0.09% | 230 |
|
|
2017
Q3 | $254M | Sell |
5,275,786
-551,124
| -9% | -$26.5M | 0.08% | 263 |
|
|
2017
Q2 | $260M | Buy |
5,826,910
+142,319
| +3% | +$6.34M | 0.08% | 244 |
|
|
2017
Q1 | $244M | Buy |
5,684,591
+1,580,683
| +39% | +$67.7M | 0.08% | 253 |
|
|
2016
Q4 | $173M | Buy |
4,103,908
+1,013,843
| +33% | +$42.8M | 0.06% | 324 |
|
|
2016
Q3 | $99.1M | Sell |
3,090,065
-265,734
| -8% | -$8.52M | 0.04% | 508 |
|
|
2016
Q2 | $87.2M | Sell |
3,355,799
-902,261
| -21% | -$23.4M | 0.03% | 524 |
|
|
2016
Q1 | $106M | Sell |
4,258,060
-265,962
| -6% | -$6.65M | 0.04% | 449 |
|
|
2015
Q4 | $144M | Sell |
4,524,022
-836,623
| -16% | -$26.6M | 0.06% | 361 |
|
|
2015
Q3 | $169M | Sell |
5,360,645
-148,035
| -3% | -$4.66M | 0.07% | 317 |
|
|
2015
Q2 | $214M | Buy |
5,508,680
+335,289
| +6% | +$13M | 0.08% | 273 |
|
|
2015
Q1 | $185M | Sell |
5,173,391
-292,831
| -5% | -$10.5M | 0.07% | 308 |
|
|
2014
Q4 | $212M | Buy |
5,466,222
+236,374
| +5% | +$9.17M | 0.08% | 277 |
|
|
2014
Q3 | $181M | Buy |
5,229,848
+14,398
| +0.3% | +$498K | 0.08% | 301 |
|
|
2014
Q2 | $169M | Buy |
5,215,450
+27,737
| +0.5% | +$897K | 0.07% | 330 |
|
|
2014
Q1 | $162M | Buy |
5,187,713
+1,011,344
| +24% | +$31.5M | 0.07% | 327 |
|
|
2013
Q4 | $131M | Buy |
4,176,369
+271,309
| +7% | +$8.51M | 0.06% | 366 |
|
|
2013
Q3 | $105M | Sell |
3,905,060
-244,353
| -6% | -$6.59M | 0.05% | 405 |
|
|
2013
Q2 | $101M | Buy |
+4,149,413
| New | +$101M | 0.05% | 392 |
|