Capital International’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 | $4.14M | Hold |
29,423
| – | – | 0.16% | 115 |
|
|
2025
Q1 | $3.43M | Buy |
29,423
+1,442
| +5% | +$168K | 0.15% | 117 |
|
|
2024
Q4 | $3.52M | Buy |
27,981
+916
| +3% | +$115K | 0.14% | 117 |
|
|
2024
Q3 | $2.82M | Sell |
27,065
-287
| -1% | -$29.9K | 0.12% | 126 |
|
|
2024
Q2 | $2.66M | Sell |
27,352
-534
| -2% | -$51.9K | 0.12% | 127 |
|
|
2024
Q1 | $2.63M | Sell |
27,886
-22,781
| -45% | -$2.15M | 0.13% | 129 |
|
|
2023
Q4 | $4.72M | Buy |
50,667
+1,927
| +4% | +$180K | 0.24% | 102 |
|
|
2023
Q3 | $3.98M | Sell |
48,740
-39,925
| -45% | -$3.26M | 0.23% | 106 |
|
|
2023
Q2 | $7.57M | Sell |
88,665
-20,514
| -19% | -$1.75M | 0.42% | 79 |
|
|
2023
Q1 | $9.59M | Buy |
109,179
+4,941
| +5% | +$434K | 0.57% | 64 |
|
|
2022
Q4 | $8.86M | Buy |
104,238
+25,487
| +32% | +$2.17M | 0.61% | 63 |
|
|
2022
Q3 | $6.22M | Buy |
78,751
+57,241
| +266% | +$4.52M | 0.43% | 73 |
|
|
2022
Q2 | $1.64M | Hold |
21,510
| – | – | 0.12% | 131 |
|
|
2022
Q1 | $1.88M | Hold |
21,510
| – | – | 0.11% | 138 |
|
|
2021
Q4 | $2.11M | Hold |
21,510
| – | – | 0.11% | 127 |
|
|
2021
Q3 | $2.09M | Sell |
21,510
-376
| -2% | -$36.6K | 0.11% | 132 |
|
|
2021
Q2 | $2.01M | Sell |
21,886
-17,885
| -45% | -$1.64M | 0.11% | 135 |
|
|
2021
Q1 | $3.09M | Buy |
39,771
+9,752
| +32% | +$757K | 0.19% | 116 |
|
|
2020
Q4 | $2.06M | Sell |
30,019
-12,041
| -29% | -$825K | 0.12% | 126 |
|
|
2020
Q3 | $2.03M | Buy |
42,060
+24,440
| +139% | +$1.18M | 0.14% | 116 |
|
|
2020
Q2 | $851K | Sell |
17,620
-5,110
| -22% | -$247K | 0.08% | 139 |
|
|
2020
Q1 | $773K | Sell |
22,730
-700
| -3% | -$23.8K | 0.09% | 146 |
|
|
2019
Q4 | $1.2M | Buy |
23,430
+5,620
| +32% | +$287K | 0.13% | 117 |
|
|
2019
Q3 | $760K | Buy |
17,810
+8,445
| +90% | +$360K | 0.12% | 119 |
|
|
2019
Q2 | $410K | Hold |
9,365
| – | – | 0.1% | 124 |
|
|
2019
Q1 | $395K | Hold |
9,365
| – | – | 0.09% | 121 |
|
|
2018
Q4 | $371K | Hold |
9,365
| – | – | 0.1% | 119 |
|
|
2018
Q3 | $436K | Hold |
9,365
| – | – | 0.14% | 111 |
|
|
2018
Q2 | $444K | Hold |
9,365
| – | – | 0.08% | 158 |
|
|
2018
Q1 | $505K | Hold |
9,365
| – | – | 0.09% | 156 |
|
|
2017
Q4 | $491K | Buy |
+9,365
| New | +$491K | 0.09% | 140 |
|