Cambria Investment 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 | $223K | Buy |
+1,581
| New | +$223K | 0.02% | 420 |
|
|
2021
Q4 | – | Sell |
-2,194
| Closed | -$213K | – | 265 |
|
|
2021
Q3 | $213K | Hold |
2,194
| – | – | 0.04% | 224 |
|
|
2021
Q2 | $201K | Buy |
+2,194
| New | +$201K | 0.03% | 214 |
|
|
2019
Q4 | – | Sell |
-100,333
| Closed | -$4.28M | – | 216 |
|
|
2019
Q3 | $4.28M | Buy |
100,333
+2,573
| +3% | +$110K | 0.64% | 68 |
|
|
2019
Q2 | $4.28M | Sell |
97,760
-1,435
| -1% | -$62.9K | 0.66% | 72 |
|
|
2019
Q1 | $4.19M | Buy |
99,195
+4,142
| +4% | +$175K | 0.65% | 74 |
|
|
2018
Q4 | $3.77M | Buy |
95,053
+9,583
| +11% | +$380K | 0.64% | 69 |
|
|
2018
Q3 | $3.98M | Buy |
85,470
+4,959
| +6% | +$231K | 0.58% | 77 |
|
|
2018
Q2 | $3.9M | Buy |
+80,511
| New | +$3.9M | 0.58% | 78 |
|