Brown 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $540K | Hold |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $498K | Hold |
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|
2022
Q1 | $572K | Hold |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $643K | Sell |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $378K | Hold |
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|
2020
Q2 | $378K | Sell |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $402K | Sell |
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|
2019
Q3 | $336K | Buy |
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|
2019
Q2 | $334K | Sell |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $334K | Sell |
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|
2018
Q2 | $343K | Sell |
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|
2018
Q1 | $751K | Sell |
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|
2017
Q4 | $763K | Sell |
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|
2017
Q3 | $758K | Sell |
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|
2017
Q2 | $786K | Buy |
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|
2017
Q1 | $740K | Sell |
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|
2016
Q4 | $870K | Buy |
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|
2016
Q3 | $655K | Sell |
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|
2016
Q2 | $564K | Sell |
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|
2016
Q1 | $716K | Buy |
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|
2015
Q4 | $896K | Sell |
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|
2015
Q3 | $946K | Buy |
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|
2015
Q2 | $1.04M | Buy |
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|
2015
Q1 | $924K | Buy |
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|
2014
Q4 | $972K | Buy |
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