Wells Fargo’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
Q2 | $579M | Sell |
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|
2025
Q1 | $482M | Sell |
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|
2024
Q4 | $551M | Buy |
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|
2024
Q3 | $453M | Buy |
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|
2024
Q2 | $404M | Buy |
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|
2024
Q1 | $368M | Sell |
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|
2023
Q4 | $453M | Sell |
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|
2023
Q3 | $402M | Buy |
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|
2023
Q2 | $412M | Sell |
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|
2023
Q1 | $436M | Buy |
|
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|
2022
Q4 | $414M | Sell |
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|
2022
Q3 | $395M | Sell |
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|
2022
Q2 | $390M | Sell |
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|
2022
Q1 | $517M | Buy |
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|
2021
Q4 | $550M | Buy |
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|
2021
Q3 | $524M | Sell |
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|
2021
Q2 | $506M | Sell |
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|
2021
Q1 | $456M | Buy |
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|
2020
Q4 | $339M | Buy |
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|
2020
Q3 | $201M | Buy |
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|
2020
Q2 | $189M | Buy |
|
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|
2020
Q1 | $120M | Buy |
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|
2019
Q4 | $169M | Buy |
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|
2019
Q3 | $132M | Buy |
|
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|
2019
Q2 | $129M | Buy |
|
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|
2019
Q1 | $109M | Sell |
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|
2018
Q4 | $118M | Buy |
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|
2018
Q3 | $139M | Sell |
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|
2018
Q2 | $156M | Sell |
|
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|
2018
Q1 | $311M | Sell |
|
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|
2017
Q4 | $307M | Buy |
|
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|
2017
Q3 | $254M | Sell |
|
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|
2017
Q2 | $260M | Buy |
|
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|
2017
Q1 | $244M | Buy |
|
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|
2016
Q4 | $173M | Buy |
|
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|
2016
Q3 | $99.1M | Sell |
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|
2016
Q2 | $87.2M | Sell |
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|
2016
Q1 | $106M | Sell |
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|
2015
Q4 | $144M | Sell |
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|
2015
Q3 | $169M | Sell |
|
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|
2015
Q2 | $214M | Buy |
|
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|
2015
Q1 | $185M | Sell |
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|
2014
Q4 | $212M | Buy |
|
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|
2014
Q3 | $181M | Buy |
|
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|
2014
Q2 | $169M | Buy |
|
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|
2014
Q1 | $162M | Buy |
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|
2013
Q4 | $131M | Buy |
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|
2013
Q3 | $105M | Sell |
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|
2013
Q2 | $101M | Buy |
|