Capital World Investors’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
Q2 | $795M | Buy |
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|
2025
Q1 | $656M | Sell |
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|
2024
Q4 | $711M | Buy |
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|
2024
Q3 | $587M | Buy |
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|
2024
Q2 | $545M | Buy |
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|
2024
Q1 | $528M | Sell |
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|
2023
Q4 | $672M | Buy |
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|
2023
Q3 | $586M | Sell |
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|
2023
Q2 | $1.96B | Sell |
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|
2023
Q1 | $2.09B | Sell |
|
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|
2022
Q4 | $2.12B | Buy |
|
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|
2022
Q3 | $1.28B | Buy |
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|
2022
Q2 | $374M | Hold |
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|
2022
Q1 | $430M | Sell |
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|
2021
Q4 | $485M | Buy |
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|
2021
Q3 | $479M | Buy |
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|
2021
Q2 | $451M | Sell |
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|
2021
Q1 | $459M | Buy |
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|
2020
Q4 | $404M | Buy |
|
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|
2020
Q3 | $285M | Sell |
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|
2020
Q2 | $303M | Sell |
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|
2020
Q1 | $214M | Buy |
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|
2019
Q4 | $322M | Buy |
|
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|
2019
Q3 | $268M | Buy |
|
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|
2019
Q2 | $175M | Buy |
|
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|
2019
Q1 | $169M | Buy |
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|
2018
Q4 | $158M | Buy |
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|
2018
Q3 | $131M | Buy |
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|
2018
Q2 | $133M | Buy |
|
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|
2018
Q1 | $94.1M | Buy |
|
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|
2017
Q4 | $91.1M | Buy |
|
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|
2017
Q3 | $83.4M | Buy |
|
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|
2017
Q2 | $77M | Buy |
|
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|
2017
Q1 | $73.8M | Buy |
|
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|
2016
Q4 | $72.5M | Buy |
|
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|
2016
Q3 | $54.9M | Buy |
|
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|
2016
Q2 | $44.4M | Buy |
|
|||||
|
2016
Q1 | $42.7M | Sell |
|
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|
2015
Q4 | $245M | Buy |
|
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|
2015
Q3 | $243M | Sell |
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|
2015
Q2 | $452M | Buy |
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|
2015
Q1 | $416M | Buy |
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|
2014
Q4 | $437M | Sell |
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|
2014
Q3 | $423M | Sell |
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|
2014
Q2 | $475M | Sell |
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|
2014
Q1 | $489M | Sell |
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|
2013
Q4 | $586M | Sell |
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|
2013
Q3 | $565M | Buy |
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|
2013
Q2 | $510M | Buy |
|