Blue Chip Partners’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 | $37.9M | Sell |
268,859
-8,375
| -3% | -$1.18M | 3.09% | 8 |
|
|
2025
Q1 | $32.3M | Sell |
277,234
-1,874
| -0.7% | -$219K | 2.79% | 9 |
|
|
2024
Q4 | $35.1M | Sell |
279,108
-6,513
| -2% | -$819K | 3.02% | 7 |
|
|
2024
Q3 | $29.8M | Buy |
285,621
+345
| +0.1% | +$36K | 2.59% | 11 |
|
|
2024
Q2 | $27.7M | Buy |
285,276
+8,297
| +3% | +$806K | 2.56% | 10 |
|
|
2024
Q1 | $26.1M | Buy |
276,979
+4,514
| +2% | +$425K | 2.53% | 10 |
|
|
2023
Q4 | $25.4M | Buy |
272,465
+4,819
| +2% | +$449K | 2.65% | 11 |
|
|
2023
Q3 | $21.9M | Buy |
267,646
+2,489
| +0.9% | +$203K | 2.6% | 10 |
|
|
2023
Q2 | $22.6M | Buy |
265,157
+1,254
| +0.5% | +$107K | 2.57% | 12 |
|
|
2023
Q1 | $23.2M | Buy |
263,903
+350
| +0.1% | +$30.7K | 2.75% | 9 |
|
|
2022
Q4 | $22.4M | Buy |
263,553
+218
| +0.1% | +$18.5K | 2.79% | 9 |
|
|
2022
Q3 | $20.8M | Buy |
263,335
+6,598
| +3% | +$521K | 2.85% | 9 |
|
|
2022
Q2 | $19.5M | Buy |
256,737
+7,031
| +3% | +$535K | 2.49% | 12 |
|
|
2022
Q1 | $21.8M | Buy |
249,706
+4,787
| +2% | +$418K | 2.71% | 10 |
|
|
2021
Q4 | $24M | Buy |
244,919
+4,028
| +2% | +$395K | 3.02% | 12 |
|
|
2021
Q3 | $23.4M | Buy |
240,891
+2,614
| +1% | +$254K | 3.29% | 8 |
|
|
2021
Q2 | $21.8M | Buy |
238,277
+1,517
| +0.6% | +$139K | 3.12% | 9 |
|
|
2021
Q1 | $18.4M | Buy |
236,760
+2,891
| +1% | +$225K | 2.82% | 9 |
|
|
2020
Q4 | $16M | Buy |
233,869
+216,956
| +1,283% | +$14.9M | 2.51% | 17 |
|
|
2020
Q3 | $818K | Sell |
16,913
-3,947
| -19% | -$191K | 0.15% | 56 |
|
|
2020
Q2 | $1.01M | Sell |
20,860
-2,176
| -9% | -$105K | 0.2% | 55 |
|
|
2020
Q1 | $783K | Buy |
23,036
+19,493
| +550% | +$663K | 0.19% | 54 |
|
|
2019
Q4 | $181K | Buy |
+3,543
| New | +$181K | 0.03% | 136 |
|