Ancora Advisors’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 | $60K | Buy |
426
+129
| +43% | +$18.2K | ﹤0.01% | 971 |
|
|
2025
Q1 | $34.7K | Buy |
297
+33
| +13% | +$3.85K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $33.2K | Buy |
264
+135
| +105% | +$17K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $13.4K | Buy |
129
+9
| +8% | +$938 | ﹤0.01% | 1241 |
|
|
2024
Q2 | $11.7K | Buy |
120
+34
| +40% | +$3.31K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $8.1K | Hold |
86
| – | – | ﹤0.01% | 1329 |
|
|
2023
Q4 | $8.02K | Hold |
86
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q3 | $7.02K | Hold |
86
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q2 | $7.34K | Sell |
86
-2
| -2% | -$171 | ﹤0.01% | 1294 |
|
|
2023
Q1 | $7.73K | Buy |
88
+44
| +100% | +$3.86K | ﹤0.01% | 1297 |
|
|
2022
Q4 | $4K | Sell |
44
-49
| -53% | -$4.46K | ﹤0.01% | 1466 |
|
|
2022
Q3 | $7K | Sell |
93
-7
| -7% | -$527 | ﹤0.01% | 1535 |
|
|
2022
Q2 | $8K | Buy |
100
+7
| +8% | +$560 | ﹤0.01% | 1610 |
|
|
2022
Q1 | $8K | Hold |
93
| – | – | ﹤0.01% | 1768 |
|
|
2021
Q4 | $9K | Hold |
93
| – | – | ﹤0.01% | 1824 |
|
|
2021
Q3 | $9K | Buy |
+93
| New | +$9K | ﹤0.01% | 1703 |
|
|
2020
Q4 | – | Sell |
-292
| Closed | -$14K | – | 1478 |
|
|
2020
Q3 | $14K | Buy |
+292
| New | +$14K | ﹤0.01% | 1052 |
|
|
2018
Q4 | – | Sell |
-452
| Closed | -$21K | – | 982 |
|
|
2018
Q3 | $21K | Buy |
+452
| New | +$21K | ﹤0.01% | 1063 |
|
|
2017
Q1 | – | Sell |
-1,602
| Closed | -$67K | – | 913 |
|
|
2016
Q4 | $67K | Buy |
+1,602
| New | +$67K | ﹤0.01% | 728 |
|