Barometer Capital Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,590	Closed	-$1.09M	–	164
2025 Q4	$1.09M	Sell	3,590 -49,857	-93%	-$8.32M	0.26%	54
2025 Q3	$8.44M	Sell	53,447 -530	-1%	-$78.3K	1.93%	19
2025 Q2	$7.55M	Buy	+53,977	New	+$6.63M	2.09%	19
2022 Q1	–	Sell	-80,308	Closed	-$7.83M	–	144
2021 Q4	$7.83M	Sell	80,308 -94,240	-54%	-$9.39M	1.32%	28
2021 Q3	$16.9M	Buy	174,548 +61,163	+54%	+$6.06M	3.25%	7
2021 Q2	$10.3M	Sell	113,385 -14,055	-11%	-$1.21M	1.97%	13
2021 Q1	$9.86M	Buy	127,440 +36,840	+41%	+$2.82M	1.63%	23
2020 Q4	$6.18M	Buy	90,600 +81,400	+885%	+$4.67M	1.16%	29
2020 Q3	$442K	Buy	+9,200	New	+$463K	0.09%	115
2020 Q1	–	Sell	-204,887	Closed	-$10.4M	–	133
2019 Q4	$10.4M	Buy	+204,887	New	+$9.7M	1.65%	22
2018 Q2	–	Sell	-483,392	Closed	-$26.1M	–	158
2018 Q1	$26.1M	Buy	483,392 +45,750	+10%	+$2.53M	2.2%	12
2017 Q4	$23M	Buy	437,642 +77,942	+22%	+$3.94M	2.07%	5
2017 Q3	$17.3M	Buy	359,700 +130,300	+57%	+$6.04M	1.68%	18
2017 Q2	$10.2M	Sell	229,400 -39,600	-15%	-$1.71M	1.04%	35
2017 Q1	$11.5M	Buy	269,000 +66,300	+33%	+$2.94M	1%	36
2016 Q4	$8.56M	Buy	202,700 +49,300	+32%	+$1.86M	0.96%	41
2016 Q3	$4.92M	Buy	+153,400	New	+$4.58M	0.55%	49
2015 Q3	–	Sell	-773,750	Closed	-$30M	–	170
2015 Q2	$30M	Buy	+773,750	New	+$29.4M	2.44%	14
2015 Q1	–	Sell	-1,085,850	Closed	-$42.1M	–	151
2014 Q4	$42.1M	Buy	1,085,850 +346,100	+47%	+$12.3M	3.7%	7
2014 Q3	$25.6M	Buy	739,750 +717,950	+3,293%	+$23.9M	2.05%	22
2014 Q2	$705K	Sell	21,800 -37,400	-63%	-$1.15M	0.13%	72
2014 Q1	$1.84M	Buy	+59,200	New	+$1.83M	0.4%	34