Aberdeen Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Buy |
1,146,379
+88,022
| +8% | +$12.4M | 0.27% | 73 |
|
|
2025
Q1 | $122M | Sell |
1,058,357
-474,214
| -31% | -$54.5M | 0.24% | 86 |
|
|
2024
Q4 | $193M | Sell |
1,532,571
-96,381
| -6% | -$12.1M | 0.36% | 51 |
|
|
2024
Q3 | $169M | Buy |
1,628,952
+162,771
| +11% | +$16.9M | 0.31% | 65 |
|
|
2024
Q2 | $142M | Buy |
1,466,181
+25,395
| +2% | +$2.47M | 0.27% | 79 |
|
|
2024
Q1 | $136M | Buy |
1,440,786
+55,656
| +4% | +$5.24M | 0.27% | 84 |
|
|
2023
Q4 | $129M | Buy |
1,385,130
+275,183
| +25% | +$25.7M | 0.28% | 80 |
|
|
2023
Q3 | $90.6M | Buy |
1,109,947
+52,847
| +5% | +$4.32M | 0.23% | 96 |
|
|
2023
Q2 | $90.3M | Buy |
1,057,100
+75,379
| +8% | +$6.44M | 0.21% | 102 |
|
|
2023
Q1 | $86.2M | Buy |
981,721
+73,717
| +8% | +$6.47M | 0.22% | 101 |
|
|
2022
Q4 | $77.2M | Buy |
908,004
+63,808
| +8% | +$5.42M | 0.21% | 104 |
|
|
2022
Q3 | $66.7M | Buy |
844,196
+325,839
| +63% | +$25.7M | 0.2% | 110 |
|
|
2022
Q2 | $39.5M | Buy |
518,357
+19,217
| +4% | +$1.46M | 0.12% | 175 |
|
|
2022
Q1 | $44.3M | Sell |
499,140
-117,035
| -19% | -$10.4M | 0.11% | 190 |
|
|
2021
Q4 | $60.5M | Sell |
616,175
-43,494
| -7% | -$4.27M | 0.13% | 162 |
|
|
2021
Q3 | $64.7M | Sell |
659,669
-79
| -0% | -$7.75K | 0.15% | 146 |
|
|
2021
Q2 | $60.5M | Sell |
659,748
-22,856
| -3% | -$2.1M | 0.13% | 152 |
|
|
2021
Q1 | $53M | Sell |
682,604
-108,844
| -14% | -$8.45M | 0.12% | 170 |
|
|
2020
Q4 | $54.2M | Buy |
791,448
+244,726
| +45% | +$16.8M | 0.13% | 145 |
|
|
2020
Q3 | $26.4M | Sell |
546,722
-41,523
| -7% | -$2.01M | 0.07% | 227 |
|
|
2020
Q2 | $28.4M | Sell |
588,245
-29,817
| -5% | -$1.44M | 0.08% | 229 |
|
|
2020
Q1 | $21M | Buy |
618,062
+594
| +0.1% | +$20.2K | 0.07% | 246 |
|
|
2019
Q4 | $31.6M | Sell |
617,468
-27,035
| -4% | -$1.38M | 0.08% | 233 |
|
|
2019
Q3 | $27.5M | Sell |
644,503
-60,039
| -9% | -$2.56M | 0.07% | 256 |
|
|
2019
Q2 | $30.9M | Sell |
704,542
-160,742
| -19% | -$7.04M | 0.07% | 272 |
|
|
2019
Q1 | $36.5M | Sell |
865,284
-153,023
| -15% | -$6.46M | 0.08% | 232 |
|
|
2018
Q4 | $40.4M | Sell |
1,018,307
-1,269,488
| -55% | -$50.4M | 0.1% | 190 |
|
|
2018
Q3 | $107M | Sell |
2,287,795
-91,083
| -4% | -$4.24M | 0.2% | 110 |
|
|
2018
Q2 | $113M | Buy |
2,378,878
+30,140
| +1% | +$1.43M | 0.22% | 105 |
|
|
2018
Q1 | $127M | Sell |
2,348,738
-717,662
| -23% | -$38.7M | 0.25% | 97 |
|
|
2017
Q4 | $161M | Sell |
3,066,400
-875,357
| -22% | -$45.9M | 0.31% | 85 |
|
|
2017
Q3 | $190M | Buy |
+3,941,757
| New | +$190M | 0.35% | 74 |
|