Brown Brothers Harriman & Co’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 | $3.09M | Buy |
21,943
+3,820
| +21% | +$538K | 0.02% | 201 |
|
|
2025
Q1 | $2.11M | Sell |
18,123
-1,406
| -7% | -$164K | 0.01% | 222 |
|
|
2024
Q4 | $2.46M | Buy |
19,529
+829
| +4% | +$104K | 0.02% | 208 |
|
|
2024
Q3 | $1.95M | Sell |
18,700
-848
| -4% | -$88.4K | 0.01% | 220 |
|
|
2024
Q2 | $1.9M | Sell |
19,548
-148
| -0.8% | -$14.4K | 0.01% | 204 |
|
|
2024
Q1 | $1.85M | Sell |
19,696
-398
| -2% | -$37.5K | 0.01% | 199 |
|
|
2023
Q4 | $1.87M | Buy |
20,094
+776
| +4% | +$72.4K | 0.02% | 198 |
|
|
2023
Q3 | $1.58M | Buy |
19,318
+1,084
| +6% | +$88.5K | 0.01% | 201 |
|
|
2023
Q2 | $1.56M | Sell |
18,234
-2,300
| -11% | -$196K | 0.01% | 202 |
|
|
2023
Q1 | $1.8M | Buy |
20,534
+1,190
| +6% | +$104K | 0.02% | 186 |
|
|
2022
Q4 | $1.64M | Sell |
19,344
-1,128
| -6% | -$95.9K | 0.01% | 173 |
|
|
2022
Q3 | $1.62M | Buy |
20,472
+2,945
| +17% | +$233K | 0.02% | 170 |
|
|
2022
Q2 | $1.33M | Buy |
17,527
+457
| +3% | +$34.8K | 0.01% | 188 |
|
|
2022
Q1 | $1.49M | Buy |
17,070
+6,696
| +65% | +$585K | 0.01% | 195 |
|
|
2021
Q4 | $1.02K | Sell |
10,374
-161
| -2% | -$16 | 0.01% | 240 |
|
|
2021
Q3 | $1.03K | Sell |
10,535
-99
| -0.9% | -$10 | 0.01% | 221 |
|
|
2021
Q2 | $975 | Buy |
10,634
+166
| +2% | +$15 | 0.01% | 233 |
|
|
2021
Q1 | $813 | Sell |
10,468
-1,526
| -13% | -$119 | 0.01% | 245 |
|
|
2020
Q4 | $822K | Sell |
11,994
-168
| -1% | -$11.5K | 0.01% | 237 |
|
|
2020
Q3 | $588K | Sell |
12,162
-25
| -0.2% | -$1.21K | ﹤0.01% | 252 |
|
|
2020
Q2 | $589K | Sell |
12,187
-227
| -2% | -$11K | ﹤0.01% | 241 |
|
|
2020
Q1 | $422K | Sell |
12,414
-171
| -1% | -$5.81K | ﹤0.01% | 264 |
|
|
2019
Q4 | $643K | Buy |
12,585
+8,037
| +177% | +$411K | ﹤0.01% | 273 |
|
|
2019
Q3 | $194K | Buy |
4,548
+185
| +4% | +$7.89K | ﹤0.01% | 436 |
|
|
2019
Q2 | $191K | Sell |
4,363
-1,181
| -21% | -$51.7K | ﹤0.01% | 399 |
|
|
2019
Q1 | $234K | Buy |
5,544
+1,924
| +53% | +$81.2K | ﹤0.01% | 361 |
|
|
2018
Q4 | $144K | Sell |
3,620
-1,830
| -34% | -$72.8K | ﹤0.01% | 390 |
|
|
2018
Q3 | $254K | Buy |
5,450
+1,430
| +36% | +$66.6K | ﹤0.01% | 331 |
|
|
2018
Q2 | $191K | Sell |
4,020
-170
| -4% | -$8.08K | ﹤0.01% | 341 |
|
|
2018
Q1 | $226K | Sell |
4,190
-4,729
| -53% | -$255K | ﹤0.01% | 309 |
|
|
2017
Q4 | $468K | Buy |
8,919
+3,270
| +58% | +$172K | ﹤0.01% | 247 |
|
|
2017
Q3 | $272K | Buy |
5,649
+500
| +10% | +$24.1K | ﹤0.01% | 285 |
|
|
2017
Q2 | $229K | Sell |
5,149
-475
| -8% | -$21.1K | ﹤0.01% | 307 |
|
|
2017
Q1 | $241K | Buy |
5,624
+3,039
| +118% | +$130K | ﹤0.01% | 304 |
|
|
2016
Q4 | $109K | Sell |
2,585
-23,603
| -90% | -$995K | ﹤0.01% | 390 |
|
|
2016
Q3 | $840K | Sell |
26,188
-25,112
| -49% | -$805K | ﹤0.01% | 182 |
|
|
2016
Q2 | $1.33M | Sell |
51,300
-3,004
| -6% | -$78.1K | 0.01% | 165 |
|
|
2016
Q1 | $1.36M | Buy |
54,304
+11,975
| +28% | +$299K | 0.01% | 165 |
|
|
2015
Q4 | $1.35M | Hold |
42,329
| – | – | 0.01% | 169 |
|
|
2015
Q3 | $1.33M | Buy |
42,329
+530
| +1% | +$16.7K | 0.01% | 168 |
|
|
2015
Q2 | $1.62M | Sell |
41,799
-435
| -1% | -$16.9K | 0.01% | 158 |
|
|
2015
Q1 | $1.51M | Sell |
42,234
-99
| -0.2% | -$3.53K | 0.01% | 168 |
|
|
2014
Q4 | $1.64M | Buy |
42,333
+99
| +0.2% | +$3.84K | 0.01% | 162 |
|
|
2014
Q3 | $1.46M | Sell |
42,234
-25,531
| -38% | -$883K | 0.01% | 175 |
|
|
2014
Q2 | $2.19M | Buy |
67,765
+7,180
| +12% | +$232K | 0.01% | 157 |
|
|
2014
Q1 | $1.89M | Buy |
60,585
+3,830
| +7% | +$119K | 0.01% | 150 |
|
|
2013
Q4 | $1.78M | Buy |
56,755
+869
| +2% | +$27.3K | 0.01% | 150 |
|
|
2013
Q3 | $1.51M | Buy |
55,886
+766
| +1% | +$20.6K | 0.01% | 157 |
|
|
2013
Q2 | $1.35M | Buy |
+55,120
| New | +$1.35M | 0.01% | 193 |
|