Buffington Mohr McNeal’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
Q1 | $1.02M | Sell |
8,765
-2,675
| -23% | -$345K | 0.2% | 51 |
|
|
2024
Q4 | $1.44M | Buy |
11,440
+65
| +0.6% | +$8.01K | 0.24% | 56 |
|
|
2024
Q3 | $1.19M | Hold |
11,375
| – | – | 0.2% | 65 |
|
|
2024
Q2 | $1.11M | Hold |
11,375
| – | – | 0.19% | 62 |
|
|
2024
Q1 | $1.07M | Buy |
11,375
+5,700
| +100% | +$502K | 0.19% | 64 |
|
|
2023
Q4 | $529K | Sell |
5,675
-200
| -3% | -$16K | 0.11% | 90 |
|
|
2023
Q3 | $480K | Buy |
5,875
+3,200
| +120% | +$278K | 0.11% | 92 |
|
|
2023
Q2 | $228K | Sell |
2,675
-150
| -5% | -$12.8K | 0.05% | 116 |
|
|
2023
Q1 | $248K | Hold |
2,825
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $240K | Sell |
2,825
-143
| -5% | -$12.2K | 0.06% | 116 |
|
|
2022
Q3 | $235K | Sell |
2,968
-925
| -24% | -$78K | 0.06% | 115 |
|
|
2022
Q2 | $296K | Buy |
3,893
+143
| +4% | +$11.7K | 0.06% | 108 |
|
|
2022
Q1 | $328K | Hold |
3,750
| – | – | 0.06% | 107 |
|
|
2021
Q4 | $368K | Hold |
3,750
| – | – | 0.06% | 115 |
|
|
2021
Q3 | $365K | Hold |
3,750
| – | – | 0.07% | 105 |
|
|
2021
Q2 | $344K | Sell |
3,750
-400
| -10% | -$34.3K | 0.07% | 109 |
|
|
2021
Q1 | $322K | Sell |
4,150
-21
| -0.5% | -$1.61K | 0.07% | 108 |
|
|
2020
Q4 | $286K | Buy |
4,171
+21
| +0.5% | +$1.21K | 0.07% | 107 |
|
|
2020
Q3 | $201K | Sell |
4,150
-2,000
| -33% | -$101K | 0.05% | 116 |
|
|
2020
Q2 | $297K | Hold |
6,150
| – | – | 0.08% | 104 |
|
|
2020
Q1 | $209K | Buy |
+6,150
| New | +$290K | 0.07% | 104 |
|
|
2019
Q3 | – | Sell |
-99,279
| Closed | -$4.35M | – | 115 |
|
|
2019
Q2 | $4.35M | Sell |
99,279
-6,275
| -6% | -$280K | 1.36% | 27 |
|
|
2019
Q1 | $4.45M | Buy |
105,554
+40
| +0% | +$1.68K | 1.43% | 24 |
|
|
2018
Q4 | $4.18M | Sell |
105,514
-2,157
| -2% | -$94.1K | 1.68% | 21 |
|
|
2018
Q3 | $5.01M | Sell |
107,671
-674
| -0.6% | -$32.9K | 1.73% | 18 |
|
|
2018
Q2 | $5.14M | Buy |
108,345
+895
| +0.8% | +$46.8K | 1.93% | 15 |
|
|
2018
Q1 | $5.8M | Buy |
107,450
+5,030
| +5% | +$278K | 2.22% | 12 |
|
|
2017
Q4 | $5.37M | Sell |
102,420
-60
| -0.1% | -$3.03K | 2.06% | 14 |
|
|
2017
Q3 | $5.24M | Sell |
102,480
-870
| -0.8% | -$40.4K | 2.04% | 14 |
|
|
2017
Q2 | $4.61M | Buy |
103,350
+12,230
| +13% | +$527K | 1.82% | 15 |
|
|
2017
Q1 | $3.9M | Buy |
91,120
+2,615
| +3% | +$116K | 1.72% | 18 |
|
|
2016
Q4 | $3.74M | Buy |
88,505
+2,795
| +3% | +$106K | 1.43% | 19 |
|
|
2016
Q3 | $2.75M | Buy |
85,710
+9,620
| +13% | +$287K | 1.15% | 23 |
|
|
2016
Q2 | $1.98M | Sell |
76,090
-5,135
| -6% | -$134K | 0.87% | 35 |
|
|
2016
Q1 | $2.03M | Buy |
81,225
+36,090
| +80% | +$921K | 0.89% | 32 |
|
|
2015
Q4 | $1.44M | Buy |
45,135
+5,865
| +15% | +$195K | 0.77% | 31 |
|
|
2015
Q3 | $1.24M | Buy |
39,270
+300
| +0.8% | +$10.9K | 0.81% | 24 |
|
|
2015
Q2 | $1.51M | Buy |
38,970
+1,290
| +3% | +$49.1K | 0.84% | 29 |
|
|
2015
Q1 | $1.34M | Buy |
37,680
+9,055
| +32% | +$325K | 0.75% | 31 |
|
|
2014
Q4 | $1.11M | Buy |
+28,625
| New | +$1.02M | 0.64% | 33 |
|
Other funds holding MS
Buffington Mohr McNeal's MS Position: Q1 2025 in Review
Buffington Mohr McNeal reduced its Morgan Stanley (MS) stake by 23% in Q1 2025, selling an estimated $345K and leaving 8,765 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #51.
Buffington Mohr McNeal first reported a position in MS in Q4 2014 and has held it in 40 quarters since. The position peaked at $5.8M in Q1 2018. 2,100 funds tracked by Wall St. Rank hold MS as of Q1 2025.
- Buffington Mohr McNeal held 8,765 shares of Morgan Stanley worth $1.02M as of Q1 2025.
- Buffington Mohr McNeal sold 2,675 Morgan Stanley shares in Q1 2025, an estimated $345K.
- Morgan Stanley made up 0.2% of Buffington Mohr McNeal's portfolio in Q1 2025, its #51 holding.
- Buffington Mohr McNeal first reported a position in Morgan Stanley in Q4 2014 and has held it in 40 quarters since.
- Buffington Mohr McNeal's Morgan Stanley position peaked at $5.8M in Q1 2018.
- 2,100 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.