Cambridge Investment Research Advisors’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 | $22.7M | Sell |
161,094
-2,961
| -2% | -$417K | 0.07% | 281 |
|
|
2025
Q1 | $19.1M | Buy |
164,055
+15,825
| +11% | +$1.85M | 0.06% | 296 |
|
|
2024
Q4 | $18.6M | Buy |
148,230
+3,269
| +2% | +$411K | 0.06% | 304 |
|
|
2024
Q3 | $15.1M | Buy |
144,961
+12,983
| +10% | +$1.35M | 0.05% | 363 |
|
|
2024
Q2 | $12.8M | Sell |
131,978
-32,581
| -20% | -$3.17M | 0.05% | 389 |
|
|
2024
Q1 | $15.5M | Sell |
164,559
-13,114
| -7% | -$1.23M | 0.06% | 322 |
|
|
2023
Q4 | $16.6M | Buy |
177,673
+7,796
| +5% | +$727K | 0.07% | 274 |
|
|
2023
Q3 | $13.9M | Buy |
169,877
+16,267
| +11% | +$1.33M | 0.06% | 295 |
|
|
2023
Q2 | $13.1M | Sell |
153,610
-15,732
| -9% | -$1.34M | 0.06% | 314 |
|
|
2023
Q1 | $14.9M | Buy |
169,342
+10,328
| +6% | +$907K | 0.07% | 268 |
|
|
2022
Q4 | $13.5M | Sell |
159,014
-9,416
| -6% | -$801K | 0.07% | 280 |
|
|
2022
Q3 | $13.3M | Sell |
168,430
-1,020
| -0.6% | -$80.6K | 0.08% | 257 |
|
|
2022
Q2 | $12.9M | Buy |
169,450
+26,390
| +18% | +$2.01M | 0.07% | 272 |
|
|
2022
Q1 | $12.5M | Buy |
143,060
+17,921
| +14% | +$1.57M | 0.06% | 312 |
|
|
2021
Q4 | $12.3M | Buy |
125,139
+4,653
| +4% | +$457K | 0.05% | 313 |
|
|
2021
Q3 | $11.7M | Buy |
120,486
+6,326
| +6% | +$616K | 0.06% | 319 |
|
|
2021
Q2 | $10.5M | Buy |
114,160
+4,537
| +4% | +$416K | 0.05% | 356 |
|
|
2021
Q1 | $8.51M | Buy |
109,623
+25,365
| +30% | +$1.97M | 0.05% | 375 |
|
|
2020
Q4 | $5.77M | Buy |
84,258
+23,465
| +39% | +$1.61M | 0.03% | 471 |
|
|
2020
Q3 | $2.94M | Sell |
60,793
-13,524
| -18% | -$654K | 0.02% | 632 |
|
|
2020
Q2 | $3.59M | Buy |
74,317
+4,263
| +6% | +$206K | 0.03% | 541 |
|
|
2020
Q1 | $2.38M | Buy |
70,054
+10,217
| +17% | +$347K | 0.02% | 602 |
|
|
2019
Q4 | $3.06M | Sell |
59,837
-1,196
| -2% | -$61.1K | 0.02% | 628 |
|
|
2019
Q3 | $2.6M | Buy |
61,033
+2,505
| +4% | +$107K | 0.02% | 650 |
|
|
2019
Q2 | $2.56M | Sell |
58,528
-739
| -1% | -$32.4K | 0.02% | 627 |
|
|
2019
Q1 | $2.5M | Sell |
59,267
-9,020
| -13% | -$381K | 0.02% | 629 |
|
|
2018
Q4 | $2.71M | Sell |
68,287
-960
| -1% | -$38.1K | 0.03% | 539 |
|
|
2018
Q3 | $3.23M | Buy |
69,247
+12,434
| +22% | +$579K | 0.03% | 501 |
|
|
2018
Q2 | $2.69M | Buy |
56,813
+10,807
| +23% | +$512K | 0.03% | 546 |
|
|
2018
Q1 | $2.48M | Buy |
46,006
+863
| +2% | +$46.6K | 0.03% | 560 |
|
|
2017
Q4 | $2.37M | Buy |
45,143
+5,674
| +14% | +$298K | 0.03% | 525 |
|
|
2017
Q3 | $1.9M | Buy |
39,469
+4,915
| +14% | +$237K | 0.03% | 555 |
|
|
2017
Q2 | $1.54M | Sell |
34,554
-852
| -2% | -$38K | 0.02% | 614 |
|
|
2017
Q1 | $1.52M | Buy |
35,406
+2,765
| +8% | +$118K | 0.03% | 556 |
|
|
2016
Q4 | $1.38M | Sell |
32,641
-1,622
| -5% | -$68.5K | 0.03% | 550 |
|
|
2016
Q3 | $1.1M | Buy |
34,263
+1,320
| +4% | +$42.3K | 0.02% | 636 |
|
|
2016
Q2 | $856K | Sell |
32,943
-303
| -0.9% | -$7.87K | 0.02% | 686 |
|
|
2016
Q1 | $831K | Buy |
33,246
+1,308
| +4% | +$32.7K | 0.02% | 650 |
|
|
2015
Q4 | $1.02M | Sell |
31,938
-942
| -3% | -$30K | 0.02% | 536 |
|
|
2015
Q3 | $1.04M | Buy |
32,880
+3,427
| +12% | +$108K | 0.03% | 465 |
|
|
2015
Q2 | $1.14M | Buy |
29,453
+1,133
| +4% | +$43.9K | 0.03% | 459 |
|
|
2015
Q1 | $1.01M | Buy |
28,320
+328
| +1% | +$11.7K | 0.03% | 501 |
|
|
2014
Q4 | $1.09M | Buy |
27,992
+423
| +2% | +$16.4K | 0.03% | 450 |
|
|
2014
Q3 | $953K | Sell |
27,569
-2,060
| -7% | -$71.2K | 0.03% | 545 |
|
|
2014
Q2 | $958K | Buy |
29,629
+10,150
| +52% | +$328K | 0.03% | 471 |
|
|
2014
Q1 | $607K | Sell |
19,479
-7,146
| -27% | -$223K | 0.02% | 620 |
|
|
2013
Q4 | $835K | Buy |
26,625
+354
| +1% | +$11.1K | 0.03% | 458 |
|
|
2013
Q3 | $708K | Buy |
26,271
+10,057
| +62% | +$271K | 0.03% | 487 |
|
|
2013
Q2 | $396K | Buy |
+16,214
| New | +$396K | 0.02% | 642 |
|