Bank Julius Baer & Co’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 | $365K | Buy |
2,589
+169
| +7% | +$23.8K | ﹤0.01% | 412 |
|
|
2025
Q1 | $319K | Buy |
2,420
+139
| +6% | +$18.3K | ﹤0.01% | 401 |
|
|
2024
Q4 | $316K | Sell |
2,281
-240
| -10% | -$33.3K | ﹤0.01% | 390 |
|
|
2024
Q3 | $312K | Buy |
2,521
+657
| +35% | +$81.2K | ﹤0.01% | 369 |
|
|
2024
Q2 | $202K | Buy |
1,864
+1,065
| +133% | +$115K | ﹤0.01% | 348 |
|
|
2024
Q1 | $75.3K | Sell |
799
-1,371
| -63% | -$129K | ﹤0.01% | 449 |
|
|
2023
Q4 | $202K | Buy |
2,170
+1,361
| +168% | +$127K | ﹤0.01% | 402 |
|
|
2023
Q3 | $66K | Sell |
809
-7,918
| -91% | -$646K | ﹤0.01% | 455 |
|
|
2023
Q2 | $745K | Sell |
8,727
-272
| -3% | -$23.2K | ﹤0.01% | 293 |
|
|
2023
Q1 | $790K | Sell |
8,999
-173
| -2% | -$15.2K | 0.01% | 296 |
|
|
2022
Q4 | $780K | Sell |
9,172
-2,454
| -21% | -$209K | 0.01% | 300 |
|
|
2022
Q3 | $919K | Sell |
11,626
-1,146
| -9% | -$90.6K | 0.01% | 267 |
|
|
2022
Q2 | $971K | Sell |
12,772
-245
| -2% | -$18.6K | 0.01% | 281 |
|
|
2022
Q1 | $1.14M | Sell |
13,017
-39,598
| -75% | -$3.46M | 0.01% | 268 |
|
|
2021
Q4 | $5.17M | Sell |
52,615
-72,871
| -58% | -$7.15M | 0.03% | 200 |
|
|
2021
Q3 | $12.2M | Buy |
125,486
+39,882
| +47% | +$3.88M | 0.08% | 153 |
|
|
2021
Q2 | $7.85M | Buy |
85,604
+3,609
| +4% | +$331K | 0.05% | 186 |
|
|
2021
Q1 | $6.37M | Buy |
81,995
+56,138
| +217% | +$4.36M | 0.05% | 185 |
|
|
2020
Q4 | $1.77M | Buy |
25,857
+11,772
| +84% | +$807K | 0.01% | 267 |
|
|
2020
Q3 | $681K | Sell |
14,085
-409
| -3% | -$19.8K | 0.01% | 343 |
|
|
2020
Q2 | $700K | Sell |
14,494
-4,784
| -25% | -$231K | 0.01% | 314 |
|
|
2020
Q1 | $655K | Buy |
+19,278
| New | +$655K | 0.02% | 280 |
|