BC
Burney Company’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
24,495
-21,447
| -47% | -$3.02M | 0.12% | 164 |
|
|
2025
Q1 | $5.36M | Buy |
45,942
+21,226
| +86% | +$2.48M | 0.2% | 115 |
|
|
2024
Q4 | $3.11M | Sell |
24,716
-2,358
| -9% | -$296K | 0.11% | 171 |
|
|
2024
Q3 | $2.82M | Buy |
27,074
+2,828
| +12% | +$295K | 0.1% | 179 |
|
|
2024
Q2 | $2.36M | Buy |
24,246
+2,675
| +12% | +$260K | 0.09% | 195 |
|
|
2024
Q1 | $2.03M | Sell |
21,571
-794
| -4% | -$74.8K | 0.08% | 229 |
|
|
2023
Q4 | $2.09M | Sell |
22,365
-5,713
| -20% | -$533K | 0.09% | 233 |
|
|
2023
Q3 | $2.29M | Sell |
28,078
-6,395
| -19% | -$522K | 0.11% | 206 |
|
|
2023
Q2 | $2.94M | Sell |
34,473
-82,685
| -71% | -$7.06M | 0.14% | 180 |
|
|
2023
Q1 | $10.3M | Sell |
117,158
-4,930
| -4% | -$433K | 0.51% | 51 |
|
|
2022
Q4 | $10.4M | Sell |
122,088
-11,702
| -9% | -$995K | 0.53% | 44 |
|
|
2022
Q3 | $10.6M | Sell |
133,790
-523
| -0.4% | -$41.3K | 0.58% | 37 |
|
|
2022
Q2 | $10.2M | Sell |
134,313
-1,999
| -1% | -$152K | 0.54% | 47 |
|
|
2022
Q1 | $11.9M | Sell |
136,312
-1,482
| -1% | -$130K | 0.55% | 46 |
|
|
2021
Q4 | $13.5M | Buy |
137,794
+998
| +0.7% | +$98K | 0.58% | 46 |
|
|
2021
Q3 | $13.3M | Sell |
136,796
-11,241
| -8% | -$1.09M | 0.62% | 36 |
|
|
2021
Q2 | $13.6M | Buy |
148,037
+4,623
| +3% | +$424K | 0.63% | 37 |
|
|
2021
Q1 | $11.1M | Buy |
143,414
+11,660
| +9% | +$905K | 0.55% | 50 |
|
|
2020
Q4 | $9.03M | Buy |
131,754
+114,802
| +677% | +$7.87M | 0.5% | 59 |
|
|
2020
Q3 | $820K | Sell |
16,952
-243
| -1% | -$11.8K | 0.05% | 301 |
|
|
2020
Q2 | $831K | Sell |
17,195
-2,171
| -11% | -$105K | 0.05% | 284 |
|
|
2020
Q1 | $658K | Sell |
19,366
-3,019
| -13% | -$103K | 0.05% | 277 |
|
|
2019
Q4 | $1.14M | Buy |
22,385
+1,277
| +6% | +$65.3K | 0.06% | 253 |
|
|
2019
Q3 | $901K | Buy |
21,108
+569
| +3% | +$24.3K | 0.05% | 267 |
|
|
2019
Q2 | $900K | Buy |
20,539
+355
| +2% | +$15.6K | 0.05% | 272 |
|
|
2019
Q1 | $852K | Buy |
+20,184
| New | +$852K | 0.05% | 276 |
|