Barometer Capital Management’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 | $7.55M | Buy |
+53,977
| New | +$7.55M | 2.09% | 19 |
|
|
2022
Q1 | – | Sell |
-80,308
| Closed | -$7.83M | – | 144 |
|
|
2021
Q4 | $7.83M | Sell |
80,308
-94,240
| -54% | -$9.19M | 1.32% | 28 |
|
|
2021
Q3 | $16.9M | Buy |
174,548
+61,163
| +54% | +$5.91M | 3.25% | 7 |
|
|
2021
Q2 | $10.3M | Sell |
113,385
-14,055
| -11% | -$1.28M | 1.97% | 13 |
|
|
2021
Q1 | $9.86M | Buy |
127,440
+36,840
| +41% | +$2.85M | 1.63% | 23 |
|
|
2020
Q4 | $6.18M | Buy |
90,600
+81,400
| +885% | +$5.55M | 1.16% | 29 |
|
|
2020
Q3 | $442K | Buy |
+9,200
| New | +$442K | 0.09% | 115 |
|
|
2020
Q1 | – | Sell |
-204,887
| Closed | -$10.4M | – | 133 |
|
|
2019
Q4 | $10.4M | Buy |
+204,887
| New | +$10.4M | 1.65% | 22 |
|
|
2018
Q2 | – | Sell |
-483,392
| Closed | -$26.1M | – | 158 |
|
|
2018
Q1 | $26.1M | Buy |
483,392
+45,750
| +10% | +$2.47M | 2.2% | 12 |
|
|
2017
Q4 | $23M | Buy |
437,642
+77,942
| +22% | +$4.09M | 2.07% | 5 |
|
|
2017
Q3 | $17.3M | Buy |
359,700
+130,300
| +57% | +$6.28M | 1.68% | 18 |
|
|
2017
Q2 | $10.2M | Sell |
229,400
-39,600
| -15% | -$1.76M | 1.04% | 35 |
|
|
2017
Q1 | $11.5M | Buy |
269,000
+66,300
| +33% | +$2.84M | 1% | 36 |
|
|
2016
Q4 | $8.56M | Buy |
202,700
+49,300
| +32% | +$2.08M | 0.96% | 41 |
|
|
2016
Q3 | $4.92M | Buy |
+153,400
| New | +$4.92M | 0.55% | 49 |
|
|
2015
Q3 | – | Sell |
-773,750
| Closed | -$30M | – | 169 |
|
|
2015
Q2 | $30M | Buy |
+773,750
| New | +$30M | 2.44% | 14 |
|
|
2015
Q1 | – | Sell |
-1,085,850
| Closed | -$42.1M | – | 151 |
|
|
2014
Q4 | $42.1M | Buy |
1,085,850
+346,100
| +47% | +$13.4M | 3.7% | 7 |
|
|
2014
Q3 | $25.6M | Buy |
739,750
+717,950
| +3,293% | +$24.8M | 2.05% | 22 |
|
|
2014
Q2 | $705K | Sell |
21,800
-37,400
| -63% | -$1.21M | 0.13% | 72 |
|
|
2014
Q1 | $1.85M | Buy |
+59,200
| New | +$1.85M | 0.4% | 34 |
|