Ameritas Investment 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 | $7M | Buy |
49,736
+446
| +0.9% | +$62.8K | 0.22% | 62 |
|
2025
Q1 | $5.75M | Buy |
49,290
+4,254
| +9% | +$496K | 0.2% | 74 |
|
2024
Q4 | $5.66M | Sell |
45,036
-1,363
| -3% | -$171K | 0.18% | 78 |
|
2024
Q3 | $4.84M | Sell |
46,399
-3,226
| -7% | -$336K | 0.16% | 99 |
|
2024
Q2 | $4.82M | Buy |
49,625
+9
| +0% | +$875 | 0.17% | 95 |
|
2024
Q1 | $4.67M | Buy |
49,616
+3,458
| +7% | +$326K | 0.16% | 103 |
|
2023
Q4 | $4.3M | Sell |
46,158
-1,532
| -3% | -$143K | 0.16% | 96 |
|
2023
Q3 | $3.89M | Sell |
47,690
-4,263
| -8% | -$348K | 0.16% | 106 |
|
2023
Q2 | $4.44M | Sell |
51,953
-13,407
| -21% | -$1.14M | 0.17% | 95 |
|
2023
Q1 | $5.74M | Sell |
65,360
-115
| -0.2% | -$10.1K | 0.23% | 64 |
|
2022
Q4 | $5.76M | Sell |
65,475
-1,243
| -2% | -$109K | 0.23% | 64 |
|
2022
Q3 | $5.27M | Buy |
66,718
+255
| +0.4% | +$20.1K | 0.24% | 64 |
|
2022
Q2 | $5.05M | Hold |
66,463
| – | – | 0.22% | 68 |
|
2022
Q1 | $5.81M | Sell |
66,463
-84
| -0.1% | -$7.34K | 0.21% | 69 |
|
2021
Q4 | $6.53M | Buy |
66,547
+3,135
| +5% | +$308K | 0.22% | 63 |
|
2021
Q3 | $6.17M | Buy |
63,412
+547
| +0.9% | +$53.2K | 0.23% | 63 |
|
2021
Q2 | $5.76M | Sell |
62,865
-485
| -0.8% | -$44.5K | 0.21% | 68 |
|
2021
Q1 | $4.55M | Buy |
63,350
+63
| +0.1% | +$4.52K | 0.17% | 85 |
|
2020
Q4 | $4.34M | Buy |
63,287
+1,366
| +2% | +$93.6K | 0.2% | 81 |
|
2020
Q3 | $2.99M | Buy |
61,921
+24,537
| +66% | +$1.19M | 0.14% | 139 |
|
2020
Q2 | $1.81M | Buy |
37,384
+94
| +0.3% | +$4.54K | 0.09% | 234 |
|
2020
Q1 | $1.27M | Sell |
37,290
-1,335
| -3% | -$45.4K | 0.07% | 298 |
|
2019
Q4 | $1.97M | Sell |
38,625
-1,833
| -5% | -$93.7K | 0.09% | 251 |
|
2019
Q3 | $1.73M | Sell |
40,458
-1,948
| -5% | -$83.1K | 0.08% | 281 |
|
2019
Q2 | $1.86M | Buy |
42,406
+505
| +1% | +$22.1K | 0.08% | 258 |
|
2019
Q1 | $1.77M | Hold |
41,901
| – | – | 0.08% | 269 |
|
2018
Q4 | $1.66M | Sell |
41,901
-36,353
| -46% | -$1.44M | 0.09% | 255 |
|
2018
Q3 | $3.64M | Buy |
78,254
+31,824
| +69% | +$1.48M | 0.17% | 107 |
|
2018
Q2 | $2.2M | Sell |
46,430
-3,257
| -7% | -$154K | 0.11% | 214 |
|
2018
Q1 | $2.68M | Sell |
49,687
-6,647
| -12% | -$359K | 0.13% | 166 |
|
2017
Q4 | $2.96M | Sell |
56,334
-6,890
| -11% | -$361K | 0.13% | 157 |
|
2017
Q3 | $2.96M | Hold |
63,224
| – | – | 0.14% | 143 |
|
2017
Q2 | $2.82M | Sell |
63,224
-931
| -1% | -$41.5K | 0.14% | 145 |
|
2017
Q1 | $2.75M | Sell |
64,155
-4,515
| -7% | -$193K | 0.14% | 147 |
|
2016
Q4 | $2.9M | Buy |
68,670
+33,476
| +95% | +$1.41M | 0.15% | 143 |
|
2016
Q3 | $1.13M | Buy |
35,194
+5,325
| +18% | +$171K | 0.06% | 424 |
|
2016
Q2 | $776K | Buy |
29,869
+996
| +3% | +$25.9K | 0.05% | 403 |
|
2016
Q1 | $722K | Buy |
28,873
+587
| +2% | +$14.7K | 0.05% | 410 |
|
2015
Q4 | $900K | Sell |
28,286
-81,475
| -74% | -$2.59M | 0.06% | 327 |
|
2015
Q3 | $3.46M | Hold |
109,761
| – | – | 0.25% | 74 |
|
2015
Q2 | $4.26M | Hold |
109,761
| – | – | 0.28% | 59 |
|
2015
Q1 | $3.92M | Buy |
109,761
+389
| +0.4% | +$13.9K | 0.26% | 65 |
|
2014
Q4 | $4.24M | Hold |
109,372
| – | – | 0.29% | 60 |
|
2014
Q3 | $3.78M | Buy |
109,372
+1,013
| +0.9% | +$35K | 0.27% | 65 |
|
2014
Q2 | $3.5M | Sell |
108,359
-377
| -0.3% | -$12.2K | 0.25% | 76 |
|
2014
Q1 | $3.39M | Sell |
108,736
-1,346
| -1% | -$42K | 0.27% | 77 |
|
2013
Q4 | $3.45M | Buy |
110,082
+47,450
| +76% | +$1.49M | 0.27% | 66 |
|
2013
Q3 | $1.69M | Buy |
62,632
+29,432
| +89% | +$793K | 0.16% | 173 |
|
2013
Q2 | $811K | Buy |
+33,200
| New | +$811K | 0.22% | 181 |
|