Bank of America’s Morgan Stanley MS Stock Holding History

Bank of America’s Portfolio MS Stock Details MS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.41B	Sell	17,074,635 -4,033,904	-19%	-$568M	0.18%	106
2025 Q1	$2.46B	Buy	21,108,539 +2,298,251	+12%	+$268M	0.2%	101
2024 Q4	$2.36B	Sell	18,810,288 -2,017,707	-10%	-$254M	0.2%	95
2024 Q3	$2.17B	Sell	20,827,995 -188,151	-0.9%	-$19.6M	0.17%	116
2024 Q2	$2.04B	Sell	21,016,146 -1,717,010	-8%	-$167M	0.18%	114
2024 Q1	$2.14B	Buy	22,733,156 +1,766,244	+8%	+$166M	0.19%	105
2023 Q4	$1.96B	Sell	20,966,912 -2,532,703	-11%	-$236M	0.2%	105
2023 Q3	$1.92B	Sell	23,499,615 -175,354	-0.7%	-$14.3M	0.21%	97
2023 Q2	$2.02B	Buy	23,674,969 +1,180,790	+5%	+$101M	0.21%	100
2023 Q1	$1.97B	Buy	22,494,179 +727,045	+3%	+$63.8M	0.2%	108
2022 Q4	$1.85B	Sell	21,767,134 -1,435,535	-6%	-$122M	0.21%	100
2022 Q3	$1.83B	Sell	23,202,669 -952,345	-4%	-$75.2M	0.22%	93
2022 Q2	$1.84B	Sell	24,155,014 -1,592,879	-6%	-$121M	0.21%	98
2022 Q1	$2.25B	Buy	25,747,893 +3,012,717	+13%	+$263M	0.22%	85
2021 Q4	$2.23B	Sell	22,735,176 -362,177	-2%	-$35.6M	0.22%	93
2021 Q3	$2.25B	Buy	23,097,353 +1,122,216	+5%	+$109M	0.23%	87
2021 Q2	$2.01B	Buy	21,975,137 +45,119	+0.2%	+$4.14M	0.21%	99
2021 Q1	$1.7B	Buy	21,930,018 +2,854,621	+15%	+$222M	0.19%	112
2020 Q4	$1.31B	Buy	19,075,397 +2,491,010	+15%	+$171M	0.17%	122
2020 Q3	$802M	Buy	16,584,387 +402,416	+2%	+$19.5M	0.11%	173
2020 Q2	$782M	Buy	16,181,971 +1,264,758	+8%	+$61.1M	0.12%	162
2020 Q1	$507M	Sell	14,917,213 -234,354	-2%	-$7.97M	0.09%	212
2019 Q4	$775M	Buy	15,151,567 +1,386,871	+10%	+$70.9M	0.11%	183
2019 Q3	$587M	Buy	13,764,696 +193,747	+1%	+$8.27M	0.09%	216
2019 Q2	$595M	Sell	13,570,949 -449,555	-3%	-$19.7M	0.09%	214
2019 Q1	$592M	Buy	14,020,504 +2,175,243	+18%	+$91.8M	0.09%	207
2018 Q4	$470M	Sell	11,845,261 -2,604,490	-18%	-$103M	0.08%	225
2018 Q3	$673M	Sell	14,449,751 -985,567	-6%	-$45.9M	0.1%	189
2018 Q2	$732M	Buy	15,435,318 +2,554,591	+20%	+$121M	0.12%	174
2018 Q1	$695M	Sell	12,880,727 -726,835	-5%	-$39.2M	0.12%	178
2017 Q4	$714M	Sell	13,607,562 -2,905,156	-18%	-$152M	0.12%	173
2017 Q3	$795M	Buy	16,512,718 +1,886,167	+13%	+$90.9M	0.13%	162
2017 Q2	$652M	Sell	14,626,551 -765,939	-5%	-$34.1M	0.13%	162
2017 Q1	$659M	Buy	15,392,490 +873,126	+6%	+$37.4M	0.13%	161
2016 Q4	$613M	Buy	14,519,364 +1,148,507	+9%	+$48.5M	0.13%	160
2016 Q3	$429M	Buy	13,370,857 +5,432,338	+68%	+$174M	0.09%	211
2016 Q2	$206M	Buy	7,938,519 +284,528	+4%	+$7.39M	0.05%	332
2016 Q1	$191M	Buy	7,653,991 +801,446	+12%	+$20M	0.05%	351
2015 Q4	$218M	Sell	6,852,545 -1,062,764	-13%	-$33.8M	0.05%	332
2015 Q3	$249M	Buy	7,915,309 +2,205,021	+39%	+$69.5M	0.06%	287
2015 Q2	$222M	Buy	5,710,288 +52,841	+0.9%	+$2.05M	0.07%	257
2015 Q1	$202M	Sell	5,657,447 -287,197	-5%	-$10.3M	0.07%	269
2014 Q4	$231M	Buy	5,944,644 +659,323	+12%	+$25.6M	0.08%	243
2014 Q3	$183M	Buy	5,285,321 +1,227,321	+30%	+$42.4M	0.06%	304
2014 Q2	$131M	Sell	4,058,000 -33,202	-0.8%	-$1.07M	0.04%	383
2014 Q1	$128M	Buy	4,091,202 +425,959	+12%	+$13.3M	0.05%	360
2013 Q4	$115M	Buy	3,665,243 +907,466	+33%	+$28.5M	0.04%	369
2013 Q3	$74.3M	Buy	2,757,777 +327,077	+13%	+$8.81M	0.03%	457
2013 Q2	$59.4M	Buy	+2,430,700	New	+$59.4M	0.03%	501