Acropolis Investment Management’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
$2.61M Buy
18,560
+8
+0% +$1.13K 0.14% 58
2025
Q1
$2.16M Sell
18,552
-83
-0.4% -$9.68K 0.13% 65
2024
Q4
$2.34M Sell
18,635
-100
-0.5% -$12.6K 0.14% 62
2024
Q3
$1.95M Sell
18,735
-133
-0.7% -$13.9K 0.12% 70
2024
Q2
$1.83M Buy
18,868
+453
+2% +$44K 0.12% 66
2024
Q1
$1.73M Buy
18,415
+305
+2% +$28.7K 0.11% 72
2023
Q4
$1.7M Sell
18,110
-378
-2% -$35.5K 0.12% 68
2023
Q3
$1.51M Buy
18,488
+64
+0.3% +$5.23K 0.12% 70
2023
Q2
$1.57M Sell
18,424
-87
-0.5% -$7.43K 0.12% 70
2023
Q1
$1.63M Buy
18,511
+318
+2% +$27.9K 0.13% 70
2022
Q4
$1.55M Buy
18,193
+9
+0% +$765 0.14% 61
2022
Q3
$1.44M Buy
18,184
+238
+1% +$18.8K 0.15% 62
2022
Q2
$1.37M Sell
17,946
-59
-0.3% -$4.49K 0.13% 64
2022
Q1
$1.57M Buy
18,005
+6
+0% +$525 0.14% 62
2021
Q4
$1.77M Buy
17,999
+695
+4% +$68.2K 0.16% 58
2021
Q3
$1.67M Buy
17,304
+898
+5% +$86.4K 0.2% 57
2021
Q2
$1.5M Sell
16,406
-288
-2% -$26.4K 0.15% 61
2021
Q1
$1.3M Buy
16,694
+2,278
+16% +$177K 0.13% 68
2020
Q4
$988K Buy
14,416
+2,460
+21% +$169K 0.11% 76
2020
Q3
$578K Buy
11,956
+1,593
+15% +$77K 0.07% 96
2020
Q2
$501K Buy
10,363
+4,804
+86% +$232K 0.07% 99
2020
Q1
$189K Buy
+5,559
New +$189K 0.03% 140