Argus Investors Counsel’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 | $718K | Hold |
5,100
| – | – | 0.51% | 53 |
|
|
2025
Q1 | $595K | Sell |
5,100
-2,000
| -28% | -$233K | 0.45% | 66 |
|
|
2024
Q4 | $893K | Sell |
7,100
-2,300
| -24% | -$289K | 0.6% | 56 |
|
|
2024
Q3 | $980K | Sell |
9,400
-3,780
| -29% | -$394K | 0.64% | 59 |
|
|
2024
Q2 | $1.28M | Sell |
13,180
-2,100
| -14% | -$204K | 0.79% | 47 |
|
|
2024
Q1 | $1.44M | Sell |
15,280
-2,920
| -16% | -$275K | 0.88% | 48 |
|
|
2023
Q4 | $1.7M | Buy |
18,200
+2,100
| +13% | +$196K | 1.09% | 34 |
|
|
2023
Q3 | $1.31M | Sell |
16,100
-520
| -3% | -$42.5K | 0.95% | 48 |
|
|
2023
Q2 | $1.42M | Buy |
16,620
+420
| +3% | +$35.9K | 0.98% | 45 |
|
|
2023
Q1 | $1.42M | Hold |
16,200
| – | – | 1.08% | 44 |
|
|
2022
Q4 | $1.38M | Buy |
16,200
+80
| +0.5% | +$6.8K | 1.11% | 47 |
|
|
2022
Q3 | $1.27M | Sell |
16,120
-5,300
| -25% | -$419K | 1.13% | 38 |
|
|
2022
Q2 | $1.63M | Hold |
21,420
| – | – | 1.2% | 37 |
|
|
2022
Q1 | $1.87M | Hold |
21,420
| – | – | 1.2% | 42 |
|
|
2021
Q4 | $2.1M | Sell |
21,420
-1,100
| -5% | -$108K | 1.27% | 34 |
|
|
2021
Q3 | $2.19M | Sell |
22,520
-27,180
| -55% | -$2.64M | 1.43% | 26 |
|
|
2021
Q2 | $4.56M | Sell |
49,700
-7,000
| -12% | -$642K | 1.85% | 13 |
|
|
2021
Q1 | $4.4M | Sell |
56,700
-12,550
| -18% | -$975K | 1.78% | 28 |
|
|
2020
Q4 | $4.75M | Sell |
69,250
-15,350
| -18% | -$1.05M | 2.08% | 12 |
|
|
2020
Q3 | $4.09M | Buy |
84,600
+5,000
| +6% | +$242K | 1.69% | 32 |
|
|
2020
Q2 | $3.85M | Sell |
79,600
-140
| -0.2% | -$6.76K | 1.87% | 26 |
|
|
2020
Q1 | $2.71M | Sell |
79,740
-2,900
| -4% | -$98.6K | 1.61% | 38 |
|
|
2019
Q4 | $4.23M | Sell |
82,640
-2,467
| -3% | -$126K | 1.93% | 29 |
|
|
2019
Q3 | $3.63M | Hold |
85,107
| – | – | 1.76% | 37 |
|
|
2019
Q2 | $3.73M | Sell |
85,107
-1,500
| -2% | -$65.7K | 1.79% | 36 |
|
|
2019
Q1 | $3.66M | Sell |
86,607
-2,659
| -3% | -$112K | 1.75% | 38 |
|
|
2018
Q4 | $3.54M | Sell |
89,266
-2,910
| -3% | -$115K | 1.85% | 33 |
|
|
2018
Q3 | $4.29M | Buy |
92,176
+7,025
| +8% | +$327K | 1.85% | 35 |
|
|
2018
Q2 | $4.04M | Sell |
85,151
-7,257
| -8% | -$344K | 1.84% | 35 |
|
|
2018
Q1 | $4.45M | Buy |
92,408
+2,176
| +2% | +$105K | 2.2% | 4 |
|
|
2017
Q4 | $4.73M | Sell |
90,232
-2,176
| -2% | -$114K | 2.19% | 8 |
|
|
2017
Q3 | $4.45M | Sell |
92,408
-13,200
| -12% | -$636K | 2.2% | 4 |
|
|
2017
Q2 | $4.71M | Buy |
105,608
+2,158
| +2% | +$96.2K | 2.11% | 7 |
|
|
2017
Q1 | $4.43M | Sell |
103,450
-30,500
| -23% | -$1.31M | 2.07% | 4 |
|
|
2016
Q4 | $5.66M | Sell |
133,950
-16,350
| -11% | -$691K | 2.36% | 1 |
|
|
2016
Q3 | $4.82M | Sell |
150,300
-23,000
| -13% | -$737K | 2.03% | 12 |
|
|
2016
Q2 | $4.5M | Buy |
173,300
+21,375
| +14% | +$555K | 1.9% | 27 |
|
|
2016
Q1 | $3.8M | Buy |
151,925
+13,475
| +10% | +$337K | 1.59% | 50 |
|
|
2015
Q4 | $4.4M | Buy |
138,450
+750
| +0.5% | +$23.9K | 1.87% | 32 |
|
|
2015
Q3 | $4.34M | Sell |
137,700
-2,000
| -1% | -$63K | 1.89% | 33 |
|
|
2015
Q2 | $5.42M | Buy |
139,700
+1,400
| +1% | +$54.3K | 2.23% | 4 |
|
|
2015
Q1 | $4.94M | Buy |
138,300
+4,775
| +4% | +$170K | 1.98% | 32 |
|
|
2014
Q4 | $5.18M | Sell |
133,525
-9,905
| -7% | -$384K | 2.13% | 12 |
|
|
2014
Q3 | $4.96M | Sell |
143,430
-740
| -0.5% | -$25.6K | 2.08% | 21 |
|
|
2014
Q2 | $4.66M | Sell |
144,170
-22,200
| -13% | -$718K | 1.95% | 36 |
|
|
2014
Q1 | $5.19M | Sell |
166,370
-5,625
| -3% | -$175K | 2.13% | 12 |
|
|
2013
Q4 | $5.39M | Sell |
171,995
-945
| -0.5% | -$29.6K | 2.2% | 8 |
|
|
2013
Q3 | $4.66M | Sell |
172,940
-18,270
| -10% | -$492K | 2.11% | 14 |
|
|
2013
Q2 | $4.67M | Buy |
+191,210
| New | +$4.67M | 2.03% | 24 |
|