Axiom Investors’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 | $459M | Buy |
3,259,245
+147,266
| +5% | +$20.7M | 3.77% | 8 |
|
|
2025
Q1 | $363M | Buy |
3,111,979
+1,555,015
| +100% | +$181M | 3.48% | 8 |
|
|
2024
Q4 | $196M | Buy |
+1,556,964
| New | +$196M | 1.44% | 18 |
|
|
2018
Q4 | – | Sell |
-47,630
| Closed | -$2.22M | – | 137 |
|
|
2018
Q3 | $2.22M | Sell |
47,630
-2,800
| -6% | -$130K | 0.06% | 110 |
|
|
2018
Q2 | $2.39M | Buy |
50,430
+1,500
| +3% | +$71.1K | 0.07% | 120 |
|
|
2018
Q1 | $2.64M | Buy |
+48,930
| New | +$2.64M | 0.06% | 114 |
|
|
2016
Q2 | – | Sell |
-834,148
| Closed | -$20.9M | – | 149 |
|
|
2016
Q1 | $20.9M | Sell |
834,148
-229,350
| -22% | -$5.74M | 0.65% | 45 |
|
|
2015
Q4 | $33.8M | Sell |
1,063,498
-74,120
| -7% | -$2.36M | 1.09% | 37 |
|
|
2015
Q3 | $35.8M | Buy |
1,137,618
+39,758
| +4% | +$1.25M | 1.13% | 39 |
|
|
2015
Q2 | $42.6M | Sell |
1,097,860
-11,971
| -1% | -$464K | 1.22% | 33 |
|
|
2015
Q1 | $39.6M | Sell |
1,109,831
-169,557
| -13% | -$6.05M | 1.07% | 40 |
|
|
2014
Q4 | $49.6M | Buy |
1,279,388
+103,088
| +9% | +$4M | 1.23% | 35 |
|
|
2014
Q3 | $40.7M | Sell |
1,176,300
-228,000
| -16% | -$7.88M | 1.01% | 44 |
|
|
2014
Q2 | $45.4M | Sell |
1,404,300
-242,900
| -15% | -$7.85M | 1.07% | 38 |
|
|
2014
Q1 | $51.3M | Buy |
1,647,200
+62,500
| +4% | +$1.95M | 1.22% | 32 |
|
|
2013
Q4 | $49.7M | Sell |
1,584,700
-56,900
| -3% | -$1.78M | 1.33% | 27 |
|
|
2013
Q3 | $44.2M | Sell |
1,641,600
-572,500
| -26% | -$15.4M | 1.41% | 28 |
|
|
2013
Q2 | $54.1M | Buy |
+2,214,100
| New | +$54.1M | 1.96% | 11 |
|