Woodley Farra Manion Portfolio Management’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 | $86.9M | Sell |
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|
2025
Q1 | $72.1M | Sell |
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|
2024
Q4 | $78.1M | Sell |
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|
2024
Q3 | $64.8M | Buy |
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|
2024
Q2 | $60.3M | Buy |
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|
2024
Q1 | $57.3M | Buy |
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|
2023
Q4 | $55.2M | Buy |
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|
2023
Q3 | $47.9M | Buy |
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|
2023
Q2 | $48.9M | Buy |
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|
2023
Q1 | $49.3M | Buy |
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|
2022
Q4 | $46.9M | Sell |
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|
2022
Q3 | $43.8M | Buy |
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|
2022
Q2 | $41.7M | Buy |
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|
2022
Q1 | $47.6M | Sell |
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|
2021
Q4 | $54.6M | Buy |
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|
2021
Q3 | $51.7M | Sell |
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|
2021
Q2 | $53M | Sell |
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|
2021
Q1 | $45.4M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $22K | Buy |
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