Calamos Wealth 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 | $11M | Buy |
77,891
+2,120
| +3% | +$299K | 0.46% | 56 |
|
|
2025
Q1 | $8.84M | Sell |
75,771
-20,963
| -22% | -$2.45M | 0.44% | 59 |
|
|
2024
Q4 | $12.2M | Buy |
96,734
+14,933
| +18% | +$1.88M | 0.61% | 38 |
|
|
2024
Q3 | $8.53M | Buy |
81,801
+493
| +0.6% | +$51.4K | 0.44% | 60 |
|
|
2024
Q2 | $7.9M | Sell |
81,308
-55,096
| -40% | -$5.35M | 0.42% | 57 |
|
|
2024
Q1 | $12.8M | Sell |
136,404
-251
| -0.2% | -$23.6K | 0.72% | 32 |
|
|
2023
Q4 | $12.7M | Buy |
136,655
+126,255
| +1,214% | +$11.8M | 0.8% | 29 |
|
|
2023
Q3 | $849K | Buy |
10,400
+290
| +3% | +$23.7K | 0.06% | 158 |
|
|
2023
Q2 | $863K | Buy |
10,110
+121
| +1% | +$10.3K | 0.06% | 152 |
|
|
2023
Q1 | $877K | Sell |
9,989
-42
| -0.4% | -$3.69K | 0.07% | 145 |
|
|
2022
Q4 | $853K | Sell |
10,031
-77
| -0.8% | -$6.55K | 0.07% | 150 |
|
|
2022
Q3 | $799K | Sell |
10,108
-755
| -7% | -$59.7K | 0.07% | 151 |
|
|
2022
Q2 | $826K | Buy |
10,863
+81
| +0.8% | +$6.16K | 0.07% | 153 |
|
|
2022
Q1 | $942K | Sell |
10,782
-2,757
| -20% | -$241K | 0.07% | 166 |
|
|
2021
Q4 | $1.33M | Sell |
13,539
-1,139
| -8% | -$112K | 0.1% | 135 |
|
|
2021
Q3 | $1.43M | Sell |
14,678
-284
| -2% | -$27.6K | 0.12% | 128 |
|
|
2021
Q2 | $1.37M | Buy |
14,962
+1,839
| +14% | +$169K | 0.11% | 134 |
|
|
2021
Q1 | $1.02M | Buy |
13,123
+118
| +0.9% | +$9.16K | 0.08% | 161 |
|
|
2020
Q4 | $891K | Buy |
13,005
+1,472
| +13% | +$101K | 0.08% | 154 |
|
|
2020
Q3 | $558K | Sell |
11,533
-546
| -5% | -$26.4K | 0.06% | 179 |
|
|
2020
Q2 | $583K | Sell |
12,079
-10,794
| -47% | -$521K | 0.07% | 162 |
|
|
2020
Q1 | $778K | Sell |
22,873
-5,790
| -20% | -$197K | 0.12% | 119 |
|
|
2019
Q4 | $1.47M | Sell |
28,663
-2,586
| -8% | -$132K | 0.17% | 91 |
|
|
2019
Q3 | $1.33M | Sell |
31,249
-971
| -3% | -$41.4K | 0.18% | 94 |
|
|
2019
Q2 | $1.41M | Sell |
32,220
-3,899
| -11% | -$171K | 0.19% | 89 |
|
|
2019
Q1 | $1.52M | Buy |
36,119
+3,165
| +10% | +$134K | 0.22% | 86 |
|
|
2018
Q4 | $1.31M | Sell |
32,954
-3,252
| -9% | -$129K | 0.2% | 94 |
|
|
2018
Q3 | $1.69M | Buy |
36,206
+328
| +0.9% | +$15.3K | 0.21% | 75 |
|
|
2018
Q2 | $1.7M | Sell |
35,878
-724
| -2% | -$34.3K | 0.21% | 78 |
|
|
2018
Q1 | $1.98M | Sell |
36,602
-909
| -2% | -$49.1K | 0.25% | 74 |
|
|
2017
Q4 | $1.97M | Sell |
37,511
-1,171
| -3% | -$61.4K | 0.26% | 79 |
|
|
2017
Q3 | $1.86M | Buy |
38,682
+6,996
| +22% | +$337K | 0.26% | 96 |
|
|
2017
Q2 | $1.41M | Buy |
+31,686
| New | +$1.41M | 0.2% | 120 |
|
|
2015
Q1 | – | Sell |
-6,980
| Closed | -$271K | – | 249 |
|
|
2014
Q4 | $271K | Buy |
+6,980
| New | +$271K | 0.08% | 190 |
|
|
2013
Q3 | – | Sell |
-24,081
| Closed | -$588K | – | 226 |
|
|
2013
Q2 | $588K | Buy |
+24,081
| New | +$588K | 0.21% | 135 |
|