Aigen 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 | $466K | Sell |
3,307
-21,172
| -86% | -$2.98M | 0.06% | 419 |
|
|
2025
Q1 | $2.86M | Buy |
+24,479
| New | +$2.86M | 0.46% | 39 |
|
|
2024
Q4 | – | Sell |
-6,070
| Closed | -$633K | – | 906 |
|
|
2024
Q3 | $633K | Buy |
+6,070
| New | +$633K | 0.12% | 245 |
|
|
2023
Q3 | – | Sell |
-7,731
| Closed | -$660K | – | 989 |
|
|
2023
Q2 | $660K | Buy |
+7,731
| New | +$660K | 0.1% | 284 |
|
|
2023
Q1 | – | Sell |
-23,540
| Closed | -$2M | – | 743 |
|
|
2022
Q4 | $2M | Buy |
23,540
+11,241
| +91% | +$956K | 0.28% | 100 |
|
|
2022
Q3 | $972K | Buy |
+12,299
| New | +$972K | 0.14% | 195 |
|
|
2022
Q1 | – | Sell |
-44,688
| Closed | -$4.43M | – | 882 |
|
|
2021
Q4 | $4.43M | Buy |
44,688
+31,385
| +236% | +$3.11M | 0.27% | 92 |
|
|
2021
Q3 | $1.3M | Buy |
+13,303
| New | +$1.3M | 0.25% | 117 |
|
|
2021
Q2 | – | Sell |
-236,551
| Closed | -$18.4M | – | 639 |
|
|
2021
Q1 | $18.4M | Buy |
236,551
+210,765
| +817% | +$16.4M | 2.43% | 1 |
|
|
2020
Q4 | $1.77M | Sell |
25,786
-528
| -2% | -$36.2K | 0.23% | 104 |
|
|
2020
Q3 | $1.27M | Buy |
+26,314
| New | +$1.27M | 0.16% | 201 |
|