BTC 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 | $15.3M | Sell |
109,031
-308
| -0.3% | -$43.2K | 1.25% | 22 |
|
|
2025
Q1 | $12.8M | Buy |
109,339
+8,232
| +8% | +$960K | 1.17% | 25 |
|
|
2024
Q4 | $12.7M | Sell |
101,107
-5,705
| -5% | -$717K | 1.18% | 22 |
|
|
2024
Q3 | $11.1M | Sell |
106,812
-2,497
| -2% | -$260K | 0.99% | 28 |
|
|
2024
Q2 | $10.6M | Sell |
109,309
-6,117
| -5% | -$595K | 0.99% | 28 |
|
|
2024
Q1 | $10.9M | Buy |
+115,426
| New | +$10.9M | 0.99% | 30 |
|
|
2023
Q3 | $8.73M | Buy |
106,921
+758
| +0.7% | +$61.9K | 1.01% | 28 |
|
|
2023
Q2 | $9.06M | Sell |
106,163
-3,178
| -3% | -$271K | 0.98% | 27 |
|
|
2023
Q1 | $9.59M | Sell |
109,341
-15,536
| -12% | -$1.36M | 1.1% | 25 |
|
|
2022
Q4 | $10.6M | Buy |
124,877
+4,163
| +3% | +$354K | 1.28% | 20 |
|
|
2022
Q3 | $9.54M | Buy |
120,714
+2,150
| +2% | +$170K | 1.25% | 22 |
|
|
2022
Q2 | $9M | Buy |
118,564
+2,584
| +2% | +$196K | 1.1% | 23 |
|
|
2022
Q1 | $10.1M | Sell |
115,980
-5,773
| -5% | -$505K | 1% | 25 |
|
|
2021
Q4 | $12M | Buy |
121,753
+76
| +0.1% | +$7.46K | 1.18% | 20 |
|
|
2021
Q3 | $11.8M | Sell |
121,677
-13,992
| -10% | -$1.36M | 1.33% | 19 |
|
|
2021
Q2 | $12.5M | Sell |
135,669
-13,853
| -9% | -$1.27M | 1.42% | 18 |
|
|
2021
Q1 | $11.6M | Buy |
149,522
+1,468
| +1% | +$114K | 1.3% | 21 |
|
|
2020
Q4 | $10.2M | Sell |
148,054
-4,138
| -3% | -$284K | 1.21% | 23 |
|
|
2020
Q3 | $7.35M | Sell |
152,192
-2,840
| -2% | -$137K | 1.03% | 31 |
|
|
2020
Q2 | $7.49M | Buy |
155,032
+29,049
| +23% | +$1.4M | 1.14% | 28 |
|
|
2020
Q1 | $4.29M | Buy |
125,983
+47,519
| +61% | +$1.62M | 0.82% | 42 |
|
|
2019
Q4 | $4M | Buy |
78,464
+4,668
| +6% | +$238K | 0.57% | 67 |
|
|
2019
Q3 | $3.15M | Buy |
73,796
+2,670
| +4% | +$114K | 0.5% | 73 |
|
|
2019
Q2 | $3.11M | Sell |
71,126
-989
| -1% | -$43.3K | 0.5% | 77 |
|
|
2019
Q1 | $3.04M | Buy |
72,115
+8,015
| +13% | +$338K | 0.49% | 78 |
|
|
2018
Q4 | $2.54M | Buy |
64,100
+6,731
| +12% | +$267K | 0.45% | 77 |
|
|
2018
Q3 | $2.67M | Sell |
57,369
-12,530
| -18% | -$583K | 0.46% | 80 |
|
|
2018
Q2 | $3.32M | Buy |
69,899
+1,837
| +3% | +$87.2K | 0.78% | 62 |
|
|
2018
Q1 | $3.67M | Buy |
68,062
+3,186
| +5% | +$172K | 0.6% | 59 |
|
|
2017
Q4 | $3.41M | Sell |
64,876
-1,310
| -2% | -$68.8K | 0.59% | 64 |
|
|
2017
Q3 | $3.19M | Sell |
66,186
-1,483
| -2% | -$71.5K | 0.57% | 65 |
|
|
2017
Q2 | $3.01M | Buy |
67,669
+1,188
| +2% | +$52.9K | 0.54% | 63 |
|
|
2017
Q1 | $2.85M | Sell |
66,481
-2,581
| -4% | -$110K | 0.53% | 70 |
|
|
2016
Q4 | $2.92M | Sell |
69,062
-14,709
| -18% | -$621K | 0.58% | 68 |
|
|
2016
Q3 | $2.69M | Sell |
83,771
-17,022
| -17% | -$547K | 0.56% | 71 |
|
|
2016
Q2 | $2.62M | Sell |
100,793
-1,896
| -2% | -$49.3K | 0.57% | 71 |
|
|
2016
Q1 | $2.57M | Buy |
102,689
+18,876
| +23% | +$472K | 0.59% | 69 |
|
|
2015
Q4 | $2.66M | Buy |
+83,813
| New | +$2.66M | 0.62% | 66 |
|