Appleton 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 | $21.8M | Buy |
154,906
+168
| +0.1% | +$23.7K | 1.54% | 16 |
|
|
2025
Q1 | $18.1M | Buy |
154,738
+1,698
| +1% | +$198K | 1.4% | 15 |
|
|
2024
Q4 | $19.2M | Sell |
153,040
-4,692
| -3% | -$590K | 1.42% | 13 |
|
|
2024
Q3 | $16.4M | Buy |
157,732
+396
| +0.3% | +$41.3K | 1.21% | 18 |
|
|
2024
Q2 | $15.3M | Sell |
157,336
-4,905
| -3% | -$477K | 1.18% | 19 |
|
|
2024
Q1 | $15.3M | Buy |
162,241
+4,661
| +3% | +$439K | 1.19% | 19 |
|
|
2023
Q4 | $14.7M | Buy |
157,580
+5,785
| +4% | +$539K | 1.19% | 19 |
|
|
2023
Q3 | $12.4M | Buy |
151,795
+4,189
| +3% | +$342K | 1.1% | 20 |
|
|
2023
Q2 | $12.6M | Buy |
147,606
+7,307
| +5% | +$624K | 1.06% | 21 |
|
|
2023
Q1 | $12.3M | Buy |
140,299
+35,209
| +34% | +$3.09M | 1.1% | 22 |
|
|
2022
Q4 | $8.94M | Sell |
105,090
-3,515
| -3% | -$299K | 0.85% | 32 |
|
|
2022
Q3 | $8.58M | Buy |
108,605
+743
| +0.7% | +$58.7K | 0.86% | 30 |
|
|
2022
Q2 | $8.2M | Buy |
107,862
+2,606
| +2% | +$198K | 0.78% | 34 |
|
|
2022
Q1 | $9.2M | Buy |
105,256
+9,582
| +10% | +$837K | 0.75% | 39 |
|
|
2021
Q4 | $9.39M | Buy |
95,674
+16,662
| +21% | +$1.64M | 0.71% | 42 |
|
|
2021
Q3 | $7.69M | Buy |
79,012
+12,365
| +19% | +$1.2M | 0.64% | 46 |
|
|
2021
Q2 | $6.11M | Buy |
66,647
+15,916
| +31% | +$1.46M | 0.52% | 56 |
|
|
2021
Q1 | $3.94M | Buy |
50,731
+16,663
| +49% | +$1.29M | 0.37% | 77 |
|
|
2020
Q4 | $2.34M | Sell |
34,068
-1,104
| -3% | -$75.7K | 0.23% | 92 |
|
|
2020
Q3 | $1.7M | Sell |
35,172
-737
| -2% | -$35.6K | 0.19% | 105 |
|
|
2020
Q2 | $1.73M | Sell |
35,909
-176
| -0.5% | -$8.5K | 0.21% | 103 |
|
|
2020
Q1 | $1.23M | Sell |
36,085
-1,040
| -3% | -$35.4K | 0.17% | 119 |
|
|
2019
Q4 | $1.9M | Buy |
37,125
+154
| +0.4% | +$7.87K | 0.21% | 113 |
|
|
2019
Q3 | $1.58M | Buy |
36,971
+246
| +0.7% | +$10.5K | 0.19% | 118 |
|
|
2019
Q2 | $1.61M | Buy |
36,725
+3,630
| +11% | +$159K | 0.2% | 119 |
|
|
2019
Q1 | $1.4M | Buy |
33,095
+6,520
| +25% | +$275K | 0.19% | 125 |
|
|
2018
Q4 | $1.05M | Sell |
26,575
-2,510
| -9% | -$99.6K | 0.16% | 132 |
|
|
2018
Q3 | $1.35M | Buy |
29,085
+1,220
| +4% | +$56.8K | 0.18% | 121 |
|
|
2018
Q2 | $1.32M | Buy |
27,865
+5,675
| +26% | +$269K | 0.19% | 118 |
|
|
2018
Q1 | $1.2M | Buy |
22,190
+6,415
| +41% | +$346K | 0.18% | 127 |
|
|
2017
Q4 | $828K | Buy |
15,775
+2,945
| +23% | +$155K | 0.13% | 144 |
|
|
2017
Q3 | $618K | Buy |
12,830
+7,485
| +140% | +$361K | 0.1% | 152 |
|
|
2017
Q2 | $238K | Hold |
5,345
| – | – | 0.04% | 221 |
|
|
2017
Q1 | $229K | Sell |
5,345
-62
| -1% | -$2.66K | 0.04% | 214 |
|
|
2016
Q4 | $228K | Buy |
+5,407
| New | +$228K | 0.05% | 193 |
|