Advisory Research’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,519
| Closed | -$287K | – | 426 |
|
|
2023
Q3 | $287K | Buy |
3,519
+1,054
| +43% | +$86.1K | 0.04% | 382 |
|
|
2023
Q2 | $211K | Buy |
+2,465
| New | +$211K | 0.03% | 426 |
|
|
2017
Q2 | – | Sell |
-6,204
| Closed | -$266K | – | 442 |
|
|
2017
Q1 | $266K | Buy |
+6,204
| New | +$266K | ﹤0.01% | 384 |
|
|
2014
Q2 | – | Sell |
-2,245
| Closed | -$70K | – | 551 |
|
|
2014
Q1 | $70K | Buy |
+2,245
| New | +$70K | ﹤0.01% | 517 |
|