Buckingham Capital Management (Ohio)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,758
| Closed | -$387K | – | 138 |
|
|
2018
Q4 | $387K | Sell |
9,758
-2,750
| -22% | -$109K | 0.08% | 115 |
|
|
2018
Q3 | $582K | Sell |
12,508
-65
| -0.5% | -$3.02K | 0.11% | 112 |
|
|
2018
Q2 | $596K | Sell |
12,573
-150
| -1% | -$7.11K | 0.12% | 113 |
|
|
2018
Q1 | $687K | Sell |
12,723
-190
| -1% | -$10.3K | 0.14% | 113 |
|
|
2017
Q4 | $678K | Sell |
12,913
-220
| -2% | -$11.6K | 0.14% | 117 |
|
|
2017
Q3 | $633K | Sell |
13,133
-1,320
| -9% | -$63.6K | 0.14% | 113 |
|
|
2017
Q2 | $644K | Sell |
14,453
-205
| -1% | -$9.13K | 0.15% | 117 |
|
|
2017
Q1 | $628K | Sell |
14,658
-1,175
| -7% | -$50.3K | 0.15% | 119 |
|
|
2016
Q4 | $669K | Sell |
15,833
-545
| -3% | -$23K | 0.17% | 116 |
|
|
2016
Q3 | $525K | Sell |
16,378
-2,730
| -14% | -$87.5K | 0.13% | 123 |
|
|
2016
Q2 | $496K | Sell |
19,108
-15,984
| -46% | -$415K | 0.13% | 129 |
|
|
2016
Q1 | $878K | Buy |
35,092
+138
| +0.4% | +$3.45K | 0.24% | 106 |
|
|
2015
Q4 | $1.11M | Buy |
34,954
+4,612
| +15% | +$147K | 0.31% | 92 |
|
|
2015
Q3 | $956K | Buy |
30,342
+8,376
| +38% | +$264K | 0.28% | 94 |
|
|
2015
Q2 | $857K | Buy |
21,966
+5,856
| +36% | +$228K | 0.24% | 108 |
|
|
2015
Q1 | $575K | Buy |
16,110
+3,491
| +28% | +$125K | 0.17% | 129 |
|
|
2014
Q4 | $490K | Buy |
12,619
+3,034
| +32% | +$118K | 0.15% | 130 |
|
|
2014
Q3 | $331K | Buy |
9,585
+2,740
| +40% | +$94.6K | 0.1% | 152 |
|
|
2014
Q2 | $221K | Buy |
+6,845
| New | +$221K | 0.07% | 168 |
|