Capital World Investors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795M | Buy |
5,643,069
+23,673
| +0.4% | +$3.33M | 0.12% | 159 |
|
|
2025
Q1 | $656M | Sell |
5,619,396
-36,003
| -0.6% | -$4.2M | 0.11% | 166 |
|
|
2024
Q4 | $711M | Buy |
5,655,399
+26,955
| +0.5% | +$3.39M | 0.11% | 171 |
|
|
2024
Q3 | $587M | Buy |
5,628,444
+19,273
| +0.3% | +$2.01M | 0.09% | 174 |
|
|
2024
Q2 | $545M | Buy |
5,609,171
+7
| +0% | +$680 | 0.09% | 177 |
|
|
2024
Q1 | $528M | Sell |
5,609,164
-1,598,160
| -22% | -$150M | 0.09% | 194 |
|
|
2023
Q4 | $672M | Buy |
7,207,324
+32,152
| +0.4% | +$3M | 0.12% | 167 |
|
|
2023
Q3 | $586M | Sell |
7,175,172
-15,809,297
| -69% | -$1.29B | 0.12% | 168 |
|
|
2023
Q2 | $1.96B | Sell |
22,984,469
-858,492
| -4% | -$73.3M | 0.38% | 70 |
|
|
2023
Q1 | $2.09B | Sell |
23,842,961
-1,135,020
| -5% | -$99.7M | 0.43% | 58 |
|
|
2022
Q4 | $2.12B | Buy |
24,977,981
+8,776,196
| +54% | +$746M | 0.45% | 59 |
|
|
2022
Q3 | $1.28B | Buy |
16,201,785
+11,287,013
| +230% | +$892M | 0.29% | 91 |
|
|
2022
Q2 | $374M | Hold |
4,914,772
| – | – | 0.08% | 214 |
|
|
2022
Q1 | $430M | Sell |
4,914,772
-24,496
| -0.5% | -$2.14M | 0.07% | 221 |
|
|
2021
Q4 | $485M | Buy |
4,939,268
+12,278
| +0.2% | +$1.21M | 0.08% | 218 |
|
|
2021
Q3 | $479M | Buy |
4,926,990
+11,243
| +0.2% | +$1.09M | 0.08% | 217 |
|
|
2021
Q2 | $451M | Sell |
4,915,747
-994,128
| -17% | -$91.2M | 0.08% | 224 |
|
|
2021
Q1 | $459M | Buy |
5,909,875
+12,077
| +0.2% | +$938K | 0.08% | 206 |
|
|
2020
Q4 | $404M | Buy |
5,897,798
+11,796
| +0.2% | +$808K | 0.08% | 220 |
|
|
2020
Q3 | $285M | Sell |
5,886,002
-391,458
| -6% | -$18.9M | 0.06% | 240 |
|
|
2020
Q2 | $303M | Sell |
6,277,460
-18,562
| -0.3% | -$897K | 0.07% | 214 |
|
|
2020
Q1 | $214M | Buy |
6,296,022
+5,584
| +0.1% | +$190K | 0.06% | 222 |
|
|
2019
Q4 | $322M | Buy |
6,290,438
+15,404
| +0.2% | +$787K | 0.07% | 215 |
|
|
2019
Q3 | $268M | Buy |
6,275,034
+2,281,860
| +57% | +$97.4M | 0.06% | 220 |
|
|
2019
Q2 | $175M | Buy |
3,993,174
+74
| +0% | +$3.24K | 0.04% | 258 |
|
|
2019
Q1 | $169M | Buy |
3,993,100
+14,430
| +0.4% | +$609K | 0.04% | 260 |
|
|
2018
Q4 | $158M | Buy |
3,978,670
+1,164,035
| +41% | +$46.2M | 0.04% | 252 |
|
|
2018
Q3 | $131M | Buy |
2,814,635
+3,874
| +0.1% | +$180K | 0.03% | 281 |
|
|
2018
Q2 | $133M | Buy |
2,810,761
+1,066,915
| +61% | +$50.6M | 0.03% | 281 |
|
|
2018
Q1 | $94.1M | Buy |
1,743,846
+8,283
| +0.5% | +$447K | 0.02% | 301 |
|
|
2017
Q4 | $91.1M | Buy |
1,735,563
+4,081
| +0.2% | +$214K | 0.02% | 301 |
|
|
2017
Q3 | $83.4M | Buy |
1,731,482
+4,278
| +0.2% | +$206K | 0.02% | 314 |
|
|
2017
Q2 | $77M | Buy |
1,727,204
+3,997
| +0.2% | +$178K | 0.02% | 308 |
|
|
2017
Q1 | $73.8M | Buy |
1,723,207
+6,458
| +0.4% | +$277K | 0.02% | 316 |
|
|
2016
Q4 | $72.5M | Buy |
1,716,749
+3,207
| +0.2% | +$135K | 0.02% | 304 |
|
|
2016
Q3 | $54.9M | Buy |
1,713,542
+5,911
| +0.3% | +$190K | 0.01% | 327 |
|
|
2016
Q2 | $44.4M | Buy |
1,707,631
+1,417
| +0.1% | +$36.8K | 0.01% | 343 |
|
|
2016
Q1 | $42.7M | Sell |
1,706,214
-6,000,081
| -78% | -$150M | 0.01% | 346 |
|
|
2015
Q4 | $245M | Buy |
7,706,295
+3,744
| +0% | +$119K | 0.07% | 214 |
|
|
2015
Q3 | $243M | Sell |
7,702,551
-3,961,090
| -34% | -$125M | 0.07% | 217 |
|
|
2015
Q2 | $452M | Buy |
11,663,641
+2,641
| +0% | +$102K | 0.12% | 168 |
|
|
2015
Q1 | $416M | Buy |
11,661,000
+411,000
| +4% | +$14.7M | 0.11% | 177 |
|
|
2014
Q4 | $437M | Sell |
11,250,000
-1,000,000
| -8% | -$38.8M | 0.12% | 175 |
|
|
2014
Q3 | $423M | Sell |
12,250,000
-2,450,000
| -17% | -$84.7M | 0.12% | 172 |
|
|
2014
Q2 | $475M | Sell |
14,700,000
-1,000,000
| -6% | -$32.3M | 0.13% | 160 |
|
|
2014
Q1 | $489M | Sell |
15,700,000
-3,000,000
| -16% | -$93.5M | 0.14% | 157 |
|
|
2013
Q4 | $586M | Sell |
18,700,000
-2,250,000
| -11% | -$70.6M | 0.16% | 141 |
|
|
2013
Q3 | $565M | Buy |
20,950,000
+60,000
| +0.3% | +$1.62M | 0.17% | 134 |
|
|
2013
Q2 | $510M | Buy |
+20,890,000
| New | +$510M | 0.17% | 137 |
|