CI Investments Inc’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 | $811K | Sell |
5,754
-38,357
| -87% | -$5.41M | ﹤0.01% | 455 |
|
|
2025
Q1 | $5.15M | Buy |
44,111
+36,845
| +507% | +$4.3M | 0.02% | 298 |
|
|
2024
Q4 | $913K | Sell |
7,266
-64,629
| -90% | -$8.12M | ﹤0.01% | 426 |
|
|
2024
Q3 | $7.49M | Buy |
71,895
+7,014
| +11% | +$731K | 0.03% | 267 |
|
|
2024
Q2 | $6.31M | Buy |
64,881
+488
| +0.8% | +$47.4K | 0.02% | 256 |
|
|
2024
Q1 | $6.06M | Sell |
64,393
-34,687
| -35% | -$3.27M | 0.02% | 284 |
|
|
2023
Q4 | $9.24M | Buy |
99,080
+9,340
| +10% | +$871K | 0.05% | 229 |
|
|
2023
Q3 | $7.33M | Sell |
89,740
-1,145
| -1% | -$93.5K | 0.04% | 235 |
|
|
2023
Q2 | $7.76M | Sell |
90,885
-139,446
| -61% | -$11.9M | 0.04% | 236 |
|
|
2023
Q1 | $20.2M | Buy |
230,331
+114,044
| +98% | +$10M | 0.1% | 173 |
|
|
2022
Q4 | $9.89M | Buy |
116,287
+37,967
| +48% | +$3.23M | 0.05% | 224 |
|
|
2022
Q3 | $6.19M | Buy |
78,320
+78,153
| +46,798% | +$6.17M | 0.03% | 267 |
|
|
2022
Q2 | $13K | Sell |
167
-5
| -3% | -$389 | ﹤0.01% | 1020 |
|
|
2022
Q1 | $15K | Sell |
172
-3
| -2% | -$262 | ﹤0.01% | 1063 |
|
|
2021
Q4 | $17K | Sell |
175
-127,249
| -100% | -$12.4M | ﹤0.01% | 1079 |
|
|
2021
Q3 | $12.4M | Sell |
127,424
-22,217
| -15% | -$2.16M | 0.05% | 269 |
|
|
2021
Q2 | $13.7M | Buy |
149,641
+145,804
| +3,800% | +$13.4M | 0.05% | 262 |
|
|
2021
Q1 | $298K | Sell |
3,837
-12,978
| -77% | -$1.01M | ﹤0.01% | 617 |
|
|
2020
Q4 | $1.15M | Sell |
16,815
-253,178
| -94% | -$17.3M | 0.01% | 371 |
|
|
2020
Q3 | $13.1M | Sell |
269,993
-106,029
| -28% | -$5.13M | 0.06% | 201 |
|
|
2020
Q2 | $18.2M | Sell |
376,022
-1,029,863
| -73% | -$49.7M | 0.1% | 153 |
|
|
2020
Q1 | $47.8M | Buy |
1,405,885
+225,582
| +19% | +$7.67M | 0.29% | 86 |
|
|
2019
Q4 | $60.3M | Sell |
1,180,303
-973,592
| -45% | -$49.8M | 0.31% | 94 |
|
|
2019
Q3 | $91.9M | Buy |
2,153,895
+451,425
| +27% | +$19.3M | 0.47% | 66 |
|
|
2019
Q2 | $74.6M | Sell |
1,702,470
-395,378
| -19% | -$17.3M | 0.42% | 75 |
|
|
2019
Q1 | $88.5M | Buy |
2,097,848
+2,095,048
| +74,823% | +$88.4M | 0.5% | 68 |
|
|
2018
Q4 | $111K | Sell |
2,800
-200
| -7% | -$7.93K | ﹤0.01% | 303 |
|
|
2018
Q3 | $140K | Sell |
3,000
-1,800
| -38% | -$84K | ﹤0.01% | 266 |
|
|
2018
Q2 | $228K | Buy |
+4,800
| New | +$228K | ﹤0.01% | 244 |
|
|
2017
Q2 | – | Sell |
-69,210
| Closed | -$2.97M | – | 201 |
|
|
2017
Q1 | $2.97M | Sell |
69,210
-1,602,490
| -96% | -$68.7M | 0.03% | 151 |
|
|
2016
Q4 | $70.6M | Buy |
1,671,700
+82,700
| +5% | +$3.49M | 0.77% | 45 |
|
|
2016
Q3 | $50.9M | Buy |
1,589,000
+1,524,000
| +2,345% | +$48.9M | 0.56% | 57 |
|
|
2016
Q2 | $1.69M | Buy |
+65,000
| New | +$1.69M | 0.02% | 156 |
|