Banque Pictet & Cie’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 | $12.3M | Sell |
87,342
-1,899
| -2% | -$267K | 0.09% | 81 |
|
|
2025
Q1 | $10.4M | Sell |
89,241
-318
| -0.4% | -$37.1K | 0.08% | 93 |
|
|
2024
Q4 | $11.3M | Sell |
89,559
-4,919
| -5% | -$618K | 0.08% | 89 |
|
|
2024
Q3 | $9.85M | Buy |
94,478
+3,968
| +4% | +$414K | 0.07% | 96 |
|
|
2024
Q2 | $8.8M | Buy |
90,510
+4,864
| +6% | +$473K | 0.08% | 100 |
|
|
2024
Q1 | $8.06M | Sell |
85,646
-807
| -0.9% | -$76K | 0.08% | 110 |
|
|
2023
Q4 | $8.06M | Buy |
86,453
+12,870
| +17% | +$1.2M | 0.07% | 112 |
|
|
2023
Q3 | $6.01M | Buy |
73,583
+2,020
| +3% | +$165K | 0.07% | 129 |
|
|
2023
Q2 | $6.11M | Sell |
71,563
-1,378
| -2% | -$118K | 0.05% | 152 |
|
|
2023
Q1 | $6.4M | Sell |
72,941
-2,371
| -3% | -$208K | 0.06% | 140 |
|
|
2022
Q4 | $6.4M | Sell |
75,312
-1,265
| -2% | -$108K | 0.07% | 148 |
|
|
2022
Q3 | $6.05M | Sell |
76,577
-1,747
| -2% | -$138K | 0.07% | 152 |
|
|
2022
Q2 | $5.96K | Sell |
78,324
-14,466
| -16% | -$1.1K | 0.06% | 158 |
|
|
2022
Q1 | $8.11M | Sell |
92,790
-35,011
| -27% | -$3.06M | 0.06% | 147 |
|
|
2021
Q4 | $12.5M | Buy |
127,801
+62,286
| +95% | +$6.11M | 0.09% | 111 |
|
|
2021
Q3 | $6.38M | Sell |
65,515
-3,907
| -6% | -$380K | 0.07% | 126 |
|
|
2021
Q2 | $6.37M | Sell |
69,422
-84
| -0.1% | -$7.7K | 0.07% | 129 |
|
|
2021
Q1 | $5.4M | Buy |
+69,506
| New | +$5.4M | 0.07% | 142 |
|
|
2017
Q1 | – | Sell |
-37,100
| Closed | -$1.57M | – | 352 |
|
|
2016
Q4 | $1.57M | Buy |
37,100
+5,800
| +19% | +$245K | 0.04% | 195 |
|
|
2016
Q3 | $1M | Sell |
31,300
-8,000
| -20% | -$256K | 0.03% | 213 |
|
|
2016
Q2 | $1.02M | Buy |
39,300
+4,000
| +11% | +$104K | 0.03% | 213 |
|
|
2016
Q1 | $883K | Buy |
+35,300
| New | +$883K | 0.02% | 219 |
|
|
2015
Q3 | – | Sell |
-28,194
| Closed | -$1.09M | – | 400 |
|
|
2015
Q2 | $1.09M | Sell |
28,194
-2,494
| -8% | -$96.8K | 0.09% | 137 |
|
|
2015
Q1 | $1.1M | Sell |
30,688
-3,430
| -10% | -$122K | 0.03% | 235 |
|
|
2014
Q4 | $1.32M | Sell |
34,118
-6,914
| -17% | -$268K | 0.03% | 209 |
|
|
2014
Q3 | $1.42M | Buy |
41,032
+34,222
| +503% | +$1.18M | 0.04% | 191 |
|
|
2014
Q2 | $220K | Hold |
6,810
| – | – | 0.01% | 394 |
|
|
2014
Q1 | $212K | Buy |
+6,810
| New | +$212K | 0.01% | 369 |
|