CWM
CIBC World Markets’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
154,381
+2,451
| +2% | +$345K | 0.14% | 118 |
|
|
2025
Q1 | $17.7M | Sell |
151,930
-42,550
| -22% | -$4.96M | 0.14% | 109 |
|
|
2024
Q4 | $24.5M | Sell |
194,480
-45,284
| -19% | -$5.69M | 0.14% | 110 |
|
|
2024
Q3 | $25M | Sell |
239,764
-14,610
| -6% | -$1.52M | 0.18% | 92 |
|
|
2024
Q2 | $24.7M | Sell |
254,374
-80,988
| -24% | -$7.87M | 0.16% | 94 |
|
|
2024
Q1 | $31.6M | Sell |
335,362
-55,623
| -14% | -$5.24M | 0.21% | 82 |
|
|
2023
Q4 | $36.5M | Sell |
390,985
-117,929
| -23% | -$11M | 0.2% | 82 |
|
|
2023
Q3 | $41.6M | Buy |
508,914
+243,235
| +92% | +$19.9M | 0.41% | 44 |
|
|
2023
Q2 | $22.7M | Sell |
265,679
-5,945
| -2% | -$508K | 0.18% | 95 |
|
|
2023
Q1 | $23.8M | Sell |
271,624
-264,252
| -49% | -$23.2M | 0.39% | 50 |
|
|
2022
Q4 | $45.6M | Buy |
535,876
+214,733
| +67% | +$18.3M | 0.31% | 57 |
|
|
2022
Q3 | $25.4M | Buy |
321,143
+6,019
| +2% | +$476K | 0.35% | 36 |
|
|
2022
Q2 | $24M | Sell |
315,124
-17,488
| -5% | -$1.33M | 0.23% | 57 |
|
|
2022
Q1 | $29.1M | Sell |
332,612
-678,721
| -67% | -$59.3M | 0.23% | 77 |
|
|
2021
Q4 | $99.3M | Buy |
1,011,333
+625,724
| +162% | +$61.4M | 0.53% | 36 |
|
|
2021
Q3 | $37.5M | Buy |
385,609
+6,452
| +2% | +$628K | 0.26% | 74 |
|
|
2021
Q2 | $34.8M | Sell |
379,157
-376,425
| -50% | -$34.5M | 0.24% | 78 |
|
|
2021
Q1 | $58.7M | Sell |
755,582
-164,315
| -18% | -$12.8M | 0.37% | 53 |
|
|
2020
Q4 | $63M | Buy |
919,897
+498,965
| +119% | +$34.2M | 0.32% | 65 |
|
|
2020
Q3 | $20.4M | Buy |
420,932
+41,271
| +11% | +$2M | 0.2% | 111 |
|
|
2020
Q2 | $18.3M | Buy |
379,661
+56,859
| +18% | +$2.75M | 0.2% | 104 |
|
|
2020
Q1 | $11M | Buy |
322,802
+177,336
| +122% | +$6.03M | 0.14% | 139 |
|
|
2019
Q4 | $7.44M | Buy |
145,466
+2,409
| +2% | +$123K | 0.05% | 294 |
|
|
2019
Q3 | $6.1M | Sell |
143,057
-279,124
| -66% | -$11.9M | 0.06% | 244 |
|
|
2019
Q2 | $18.5M | Buy |
422,181
+108,796
| +35% | +$4.77M | 0.14% | 137 |
|
|
2019
Q1 | $13.2M | Sell |
313,385
-688,138
| -69% | -$29M | 0.11% | 149 |
|
|
2018
Q4 | $39.7M | Buy |
1,001,523
+826,767
| +473% | +$32.8M | 0.37% | 65 |
|
|
2018
Q3 | $8.14M | Sell |
174,756
-17,791
| -9% | -$828K | 0.07% | 218 |
|
|
2018
Q2 | $9.13M | Buy |
192,547
+13,691
| +8% | +$649K | 0.08% | 196 |
|
|
2018
Q1 | $9.65M | Sell |
178,856
-102,609
| -36% | -$5.54M | 0.1% | 159 |
|
|
2017
Q4 | $14.8M | Buy |
281,465
+75,469
| +37% | +$3.96M | 0.11% | 140 |
|
|
2017
Q3 | $9.92M | Buy |
205,996
+4,720
| +2% | +$227K | 0.1% | 160 |
|
|
2017
Q2 | $8.97M | Buy |
201,276
+51,189
| +34% | +$2.28M | 0.09% | 194 |
|
|
2017
Q1 | $6.43M | Buy |
150,087
+51,096
| +52% | +$2.19M | 0.05% | 199 |
|
|
2016
Q4 | $4.18M | Buy |
+98,991
| New | +$4.18M | 0.04% | 202 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 34 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 31 |
|