Becker 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 | $7.99M | Sell |
56,748
-1,348
| -2% | -$190K | 0.25% | 86 |
|
|
2025
Q1 | $6.78M | Sell |
58,096
-525
| -0.9% | -$61.3K | 0.22% | 87 |
|
|
2024
Q4 | $7.37M | Sell |
58,621
-28
| -0% | -$3.52K | 0.24% | 85 |
|
|
2024
Q3 | $6.11M | Buy |
58,649
+43
| +0.1% | +$4.48K | 0.2% | 91 |
|
|
2024
Q2 | $5.7M | Sell |
58,606
-288
| -0.5% | -$28K | 0.2% | 97 |
|
|
2024
Q1 | $5.55M | Sell |
58,894
-2,120
| -3% | -$200K | 0.19% | 95 |
|
|
2023
Q4 | $5.69M | Sell |
61,014
-1,924
| -3% | -$179K | 0.21% | 92 |
|
|
2023
Q3 | $5.14M | Buy |
62,938
+395
| +0.6% | +$32.3K | 0.2% | 91 |
|
|
2023
Q2 | $5.34M | Buy |
62,543
+12,811
| +26% | +$1.09M | 0.2% | 90 |
|
|
2023
Q1 | $4.37M | Sell |
49,732
-42,042
| -46% | -$3.69M | 0.17% | 102 |
|
|
2022
Q4 | $7.8M | Buy |
91,774
+1,491
| +2% | +$127K | 0.36% | 78 |
|
|
2022
Q3 | $7.13M | Sell |
90,283
-217
| -0.2% | -$17.1K | 0.37% | 77 |
|
|
2022
Q2 | $6.88M | Sell |
90,500
-2,072
| -2% | -$158K | 0.33% | 77 |
|
|
2022
Q1 | $8.09M | Sell |
92,572
-1,418
| -2% | -$124K | 0.33% | 79 |
|
|
2021
Q4 | $9.23M | Sell |
93,990
-12,188
| -11% | -$1.2M | 0.36% | 74 |
|
|
2021
Q3 | $10.3M | Buy |
106,178
+634
| +0.6% | +$61.7K | 0.44% | 74 |
|
|
2021
Q2 | $9.68M | Sell |
105,544
-3,049
| -3% | -$280K | 0.41% | 75 |
|
|
2021
Q1 | $8.43M | Sell |
108,593
-1,025
| -0.9% | -$79.6K | 0.38% | 77 |
|
|
2020
Q4 | $7.51M | Sell |
109,618
-752
| -0.7% | -$51.5K | 0.37% | 76 |
|
|
2020
Q3 | $5.34M | Buy |
110,370
+451
| +0.4% | +$21.8K | 0.3% | 80 |
|
|
2020
Q2 | $5.31M | Sell |
109,919
-24,924
| -18% | -$1.2M | 0.3% | 79 |
|
|
2020
Q1 | $4.59M | Sell |
134,843
-144,003
| -52% | -$4.9M | 0.28% | 79 |
|
|
2019
Q4 | $14.3M | Sell |
278,846
-2,019
| -0.7% | -$103K | 0.51% | 72 |
|
|
2019
Q3 | $12M | Sell |
280,865
-33,764
| -11% | -$1.44M | 0.46% | 72 |
|
|
2019
Q2 | $13.8M | Sell |
314,629
-305
| -0.1% | -$13.4K | 0.5% | 69 |
|
|
2019
Q1 | $13.3M | Sell |
314,934
-23,575
| -7% | -$995K | 0.49% | 72 |
|
|
2018
Q4 | $13.4M | Sell |
338,509
-7,840
| -2% | -$311K | 0.52% | 72 |
|
|
2018
Q3 | $16.1M | Sell |
346,349
-9,541
| -3% | -$444K | 0.51% | 74 |
|
|
2018
Q2 | $16.9M | Sell |
355,890
-10,734
| -3% | -$509K | 0.56% | 70 |
|
|
2018
Q1 | $19.8M | Sell |
366,624
-9,925
| -3% | -$536K | 0.66% | 67 |
|
|
2017
Q4 | $19.8M | Sell |
376,549
-19,492
| -5% | -$1.02M | 0.65% | 65 |
|
|
2017
Q3 | $19.1M | Sell |
396,041
-17,541
| -4% | -$845K | 0.66% | 68 |
|
|
2017
Q2 | $18.4M | Sell |
413,582
-7,020
| -2% | -$313K | 0.66% | 66 |
|
|
2017
Q1 | $18M | Sell |
420,602
-62,337
| -13% | -$2.67M | 0.66% | 66 |
|
|
2016
Q4 | $20.4M | Sell |
482,939
-913,615
| -65% | -$38.6M | 0.76% | 62 |
|
|
2016
Q3 | $44.8M | Buy |
1,396,554
+22,280
| +2% | +$714K | 1.75% | 14 |
|
|
2016
Q2 | $35.7M | Buy |
1,374,274
+429,516
| +45% | +$11.2M | 1.46% | 29 |
|
|
2016
Q1 | $23.6M | Buy |
944,758
+34,400
| +4% | +$860K | 1.02% | 48 |
|
|
2015
Q4 | $29M | Buy |
910,358
+26,210
| +3% | +$834K | 1.27% | 40 |
|
|
2015
Q3 | $27.9M | Buy |
884,148
+2,145
| +0.2% | +$67.6K | 1.26% | 43 |
|
|
2015
Q2 | $34.2M | Sell |
882,003
-22,281
| -2% | -$864K | 1.35% | 35 |
|
|
2015
Q1 | $32.3M | Buy |
904,284
+12,102
| +1% | +$432K | 1.26% | 48 |
|
|
2014
Q4 | $34.6M | Sell |
892,182
-80,585
| -8% | -$3.13M | 1.35% | 38 |
|
|
2014
Q3 | $33.6M | Buy |
972,767
+15,909
| +2% | +$550K | 1.38% | 35 |
|
|
2014
Q2 | $30.9M | Sell |
956,858
-7,315
| -0.8% | -$236K | 1.27% | 40 |
|
|
2014
Q1 | $30.1M | Sell |
964,173
-10,929
| -1% | -$341K | 1.23% | 41 |
|
|
2013
Q4 | $30.6M | Sell |
975,102
-6,513
| -0.7% | -$204K | 1.25% | 42 |
|
|
2013
Q3 | $26.5M | Buy |
981,615
+12,960
| +1% | +$349K | 1.21% | 43 |
|
|
2013
Q2 | $23.7M | Buy |
+968,655
| New | +$23.7M | 1.2% | 45 |
|