Capital International Investors’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.82B	Buy	27,153,727 +169,621	+0.6%	+$23.9M	0.66%	38
2025 Q1	$3.15B	Sell	26,984,106 -3,000,514	-10%	-$350M	0.62%	43
2024 Q4	$3.77B	Sell	29,984,620 -33,011	-0.1%	-$4.15M	0.71%	37
2024 Q3	$3.13B	Buy	30,017,631 +327,571	+1%	+$34.1M	0.6%	42
2024 Q2	$2.89B	Buy	29,690,060 +1,208,990	+4%	+$117M	0.59%	45
2024 Q1	$2.68B	Buy	28,481,070 +3,981,528	+16%	+$375M	0.54%	51
2023 Q4	$2.28B	Buy	24,499,542 +1,865,645	+8%	+$174M	0.51%	55
2023 Q3	$1.85B	Sell	22,633,897 -1,829,546	-7%	-$149M	0.47%	59
2023 Q2	$2.09B	Buy	24,463,443 +1,341,559	+6%	+$115M	0.5%	56
2023 Q1	$2.03B	Sell	23,121,884 -1,530,403	-6%	-$134M	0.52%	54
2022 Q4	$2.1B	Buy	24,652,287 +720,909	+3%	+$61.3M	0.56%	48
2022 Q3	$1.89B	Buy	23,931,378 +1,221,636	+5%	+$96.5M	0.55%	48
2022 Q2	$1.73B	Buy	22,709,742 +1,952,811	+9%	+$149M	0.47%	58
2022 Q1	$1.81B	Buy	20,756,931 +18,150,967	+697%	+$1.59B	0.41%	61
2021 Q4	$256M	Buy	+2,605,964	New	+$256M	0.05%	246
2017 Q4	–	Sell	-789,070	Closed	-$38M	–	238
2017 Q3	$38M	Sell	789,070 -423,400	-35%	-$20.4M	0.05%	208
2017 Q2	$54M	Hold	1,212,470	–	–	0.07%	188
2017 Q1	$51.9M	Sell	1,212,470 -669,900	-36%	-$28.7M	0.07%	189
2016 Q4	$79.5M	Hold	1,882,370	–	–	0.11%	164
2016 Q3	$60.3M	Buy	1,882,370 +70,687	+4%	+$2.27M	0.09%	186
2016 Q2	$47.1M	Buy	+1,811,683	New	+$47.1M	0.07%	196
2015 Q4	–	Sell	-1,211,627	Closed	-$38.2M	–	272
2015 Q3	$38.2M	Buy	+1,211,627	New	+$38.2M	0.07%	205