Capital Analysts LLC’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
Q3 | $20.1M | Buy |
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|
2025
Q2 | $17.4M | Buy |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $8.58M | Buy |
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|
2023
Q2 | $8.34M | Buy |
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|
2023
Q1 | $8.15M | Buy |
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|
2022
Q4 | $7.72M | Buy |
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|
2022
Q3 | $7.07M | Buy |
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|
2022
Q2 | $6.44M | Buy |
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|
2022
Q1 | $7.08M | Buy |
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|
2021
Q4 | $7.71M | Sell |
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|
2021
Q3 | $7.72M | Sell |
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|
2021
Q2 | $7.37M | Buy |
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|
2021
Q1 | $6.16M | Sell |
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|
2020
Q4 | $5.65M | Buy |
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|
2020
Q3 | $3.86M | Sell |
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|
2020
Q2 | $3.88M | Sell |
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|
2020
Q1 | $2.82M | Buy |
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|
2019
Q4 | $4.12M | Buy |
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|
2019
Q3 | $3.4M | Buy |
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|
2019
Q2 | $3.37M | Sell |
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|
2019
Q1 | $3.26M | Buy |
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|
2018
Q4 | $3.06M | Sell |
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|
2018
Q3 | $3.61M | Buy |
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|
2018
Q2 | $3.52M | Buy |
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|
2018
Q1 | $3.99M | Buy |
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|
2017
Q4 | $3.8M | Buy |
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|
2017
Q3 | $62K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $562K | Buy |
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|
2015
Q3 | $500K | Buy |
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|
2015
Q2 | $601K | Buy |
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|
2015
Q1 | $518K | Buy |
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|
2014
Q4 | $438K | Buy |
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|
2014
Q3 | $341K | Buy |
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|
2014
Q2 | $277K | Buy |
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|
2014
Q1 | $196K | Buy |
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|
2013
Q4 | $186K | Buy |
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|
2013
Q3 | $142K | Buy |
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|
2013
Q2 | $126K | Buy |
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