Americana Partners’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 | $4.55M | Buy |
32,323
+3,681
| +13% | +$519K | 0.16% | 130 |
|
|
2025
Q1 | $3.34M | Buy |
28,642
+1,196
| +4% | +$140K | 0.13% | 135 |
|
|
2024
Q4 | $3.45M | Buy |
27,446
+357
| +1% | +$44.9K | 0.14% | 142 |
|
|
2024
Q3 | $2.82M | Sell |
27,089
-718
| -3% | -$74.8K | 0.19% | 118 |
|
|
2024
Q2 | $2.7M | Buy |
27,807
+1,772
| +7% | +$172K | 0.21% | 112 |
|
|
2024
Q1 | $2.45M | Buy |
26,035
+13,755
| +112% | +$1.3M | 0.2% | 118 |
|
|
2023
Q4 | $529K | Buy |
12,280
+4,873
| +66% | +$210K | 0.05% | 201 |
|
|
2023
Q3 | $605K | Buy |
7,407
+2,473
| +50% | +$202K | 0.07% | 188 |
|
|
2023
Q2 | $421K | Sell |
4,934
-1,003
| -17% | -$85.7K | 0.05% | 209 |
|
|
2023
Q1 | $521K | Sell |
5,937
-274
| -4% | -$24.1K | 0.08% | 177 |
|
|
2022
Q4 | $528K | Buy |
6,211
+1,749
| +39% | +$149K | 0.09% | 151 |
|
|
2022
Q3 | $352K | Buy |
4,462
+234
| +6% | +$18.5K | 0.06% | 177 |
|
|
2022
Q2 | $321K | Sell |
4,228
-1,805
| -30% | -$137K | 0.06% | 184 |
|
|
2022
Q1 | $525K | Buy |
6,033
+3,485
| +137% | +$303K | 0.16% | 125 |
|
|
2021
Q4 | $250K | Sell |
2,548
-599
| -19% | -$58.8K | 0.05% | 223 |
|
|
2021
Q3 | $306K | Buy |
+3,147
| New | +$306K | 0.07% | 183 |
|
|
2020
Q1 | – | Sell |
-1,031
| Closed | -$52K | – | 357 |
|
|
2019
Q4 | $52K | Buy |
+1,031
| New | +$52K | 0.03% | 216 |
|