Advisors Capital 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 | $1.41M | Buy |
9,996
+2,058
| +26% | +$290K | 0.02% | 275 |
|
|
2025
Q1 | $926K | Sell |
7,938
-31
| -0.4% | -$3.62K | 0.01% | 298 |
|
|
2024
Q4 | $1M | Buy |
7,969
+1,358
| +21% | +$171K | 0.02% | 297 |
|
|
2024
Q3 | $689K | Buy |
6,611
+300
| +5% | +$31.3K | 0.01% | 329 |
|
|
2024
Q2 | $613K | Buy |
6,311
+1,039
| +20% | +$101K | 0.01% | 339 |
|
|
2024
Q1 | $496K | Sell |
5,272
-733
| -12% | -$69K | 0.01% | 360 |
|
|
2023
Q4 | $560K | Buy |
6,005
+36
| +0.6% | +$3.36K | 0.01% | 336 |
|
|
2023
Q3 | $488K | Sell |
5,969
-160
| -3% | -$13.1K | 0.01% | 305 |
|
|
2023
Q2 | $523K | Buy |
6,129
+576
| +10% | +$49.2K | 0.01% | 308 |
|
|
2023
Q1 | $488K | Sell |
5,553
-604
| -10% | -$53.1K | 0.01% | 311 |
|
|
2022
Q4 | $523K | Sell |
6,157
-414
| -6% | -$35.2K | 0.01% | 303 |
|
|
2022
Q3 | $590K | Sell |
6,571
-1,745
| -21% | -$157K | 0.02% | 302 |
|
|
2022
Q2 | $633K | Sell |
8,316
-575
| -6% | -$43.8K | 0.02% | 280 |
|
|
2022
Q1 | $777K | Sell |
8,891
-24
| -0.3% | -$2.1K | 0.02% | 269 |
|
|
2021
Q4 | $875K | Buy |
8,915
+91
| +1% | +$8.93K | 0.02% | 267 |
|
|
2021
Q3 | $859K | Buy |
8,824
+1,067
| +14% | +$104K | 0.03% | 258 |
|
|
2021
Q2 | $711K | Buy |
7,757
+1,784
| +30% | +$164K | 0.02% | 260 |
|
|
2021
Q1 | $463K | Buy |
5,973
+993
| +20% | +$77K | 0.02% | 277 |
|
|
2020
Q4 | $341K | Buy |
+4,980
| New | +$341K | 0.01% | 282 |
|
|
2020
Q2 | – | Sell |
-31,922
| Closed | -$1.09M | – | 309 |
|
|
2020
Q1 | $1.09M | Sell |
31,922
-25,612
| -45% | -$871K | 0.07% | 168 |
|
|
2019
Q4 | $2.94M | Buy |
+57,534
| New | +$2.94M | 0.14% | 156 |
|