C
Certuity’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Buy |
203,261
+65
| +0% | +$9.16K | 2.69% | 8 |
|
|
2025
Q1 | $23.7M | Buy |
203,196
+75
| +0% | +$8.75K | 2.49% | 9 |
|
|
2024
Q4 | $25.5M | Buy |
203,121
+652
| +0.3% | +$82K | 2.77% | 7 |
|
|
2024
Q3 | $21.1M | Buy |
202,469
+533
| +0.3% | +$55.6K | 2.28% | 9 |
|
|
2024
Q2 | $19.6M | Sell |
201,936
-1,315
| -0.6% | -$128K | 1.56% | 16 |
|
|
2024
Q1 | $19.1M | Buy |
203,251
+73
| +0% | +$6.87K | 1.68% | 14 |
|
|
2023
Q4 | $18.9M | Buy |
203,178
+782
| +0.4% | +$72.9K | 1.92% | 12 |
|
|
2023
Q3 | $16.5M | Sell |
202,396
-49,474
| -20% | -$4.04M | 1.95% | 14 |
|
|
2023
Q2 | $21.5M | Buy |
251,870
+79
| +0% | +$6.75K | 2.44% | 10 |
|
|
2023
Q1 | $22.1M | Sell |
251,791
-27,438
| -10% | -$2.41M | 3.26% | 8 |
|
|
2022
Q4 | $23.7M | Buy |
+279,229
| New | +$23.7M | 3.76% | 6 |
|
|
2022
Q3 | – | Sell |
-5,671
| Closed | -$431K | – | 228 |
|
|
2022
Q2 | $431K | Sell |
5,671
-449
| -7% | -$34.1K | 0.11% | 104 |
|
|
2022
Q1 | $535K | Buy |
6,120
+968
| +19% | +$84.6K | 0.12% | 128 |
|
|
2021
Q4 | $506K | Sell |
5,152
-806
| -14% | -$79.2K | 0.11% | 132 |
|
|
2021
Q3 | $580K | Buy |
5,958
+937
| +19% | +$91.2K | 0.12% | 133 |
|
|
2021
Q2 | $460K | Buy |
5,021
+1,512
| +43% | +$139K | 0.11% | 141 |
|
|
2021
Q1 | $273K | Buy |
3,509
+251
| +8% | +$19.5K | 0.07% | 216 |
|
|
2020
Q4 | $223K | Buy |
+3,258
| New | +$223K | 0.07% | 198 |
|