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 |
|