Citigroup’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375M | Sell |
2,661,035
-25,596
| -1% | -$3.61M | 0.18% | 76 |
|
|
2025
Q1 | $313M | Buy |
2,686,631
+703,634
| +35% | +$82.1M | 0.16% | 79 |
|
|
2024
Q4 | $249M | Buy |
1,982,997
+219,363
| +12% | +$27.6M | 0.15% | 86 |
|
|
2024
Q3 | $184M | Sell |
1,763,634
-70,238
| -4% | -$7.32M | 0.11% | 118 |
|
|
2024
Q2 | $178M | Buy |
1,833,872
+121,555
| +7% | +$11.8M | 0.11% | 123 |
|
|
2024
Q1 | $161M | Buy |
1,712,317
+371,633
| +28% | +$35M | 0.11% | 125 |
|
|
2023
Q4 | $125M | Sell |
1,340,684
-737,228
| -35% | -$68.7M | 0.09% | 126 |
|
|
2023
Q3 | $170M | Sell |
2,077,912
-17,551
| -0.8% | -$1.43M | 0.13% | 81 |
|
|
2023
Q2 | $179M | Sell |
2,095,463
-169,994
| -8% | -$14.5M | 0.12% | 86 |
|
|
2023
Q1 | $199M | Sell |
2,265,457
-1,136,332
| -33% | -$99.8M | 0.14% | 77 |
|
|
2022
Q4 | $289M | Sell |
3,401,789
-988,663
| -23% | -$84.1M | 0.23% | 49 |
|
|
2022
Q3 | $347M | Sell |
4,390,452
-265,394
| -6% | -$21M | 0.25% | 34 |
|
|
2022
Q2 | $354M | Buy |
4,655,846
+1,068,523
| +30% | +$81.3M | 0.26% | 36 |
|
|
2022
Q1 | $314M | Buy |
3,587,323
+731,395
| +26% | +$63.9M | 0.19% | 57 |
|
|
2021
Q4 | $280M | Sell |
2,855,928
-98,209
| -3% | -$9.64M | 0.15% | 81 |
|
|
2021
Q3 | $287M | Sell |
2,954,137
-262,870
| -8% | -$25.6M | 0.17% | 71 |
|
|
2021
Q2 | $295M | Sell |
3,217,007
-98,924
| -3% | -$9.07M | 0.18% | 74 |
|
|
2021
Q1 | $258M | Buy |
3,315,931
+343,358
| +12% | +$26.7M | 0.17% | 83 |
|
|
2020
Q4 | $204M | Sell |
2,972,573
-162,792
| -5% | -$11.2M | 0.12% | 96 |
|
|
2020
Q3 | $152M | Buy |
3,135,365
+264,186
| +9% | +$12.8M | 0.1% | 102 |
|
|
2020
Q2 | $139M | Buy |
2,871,179
+4,851
| +0.2% | +$234K | 0.11% | 97 |
|
|
2020
Q1 | $97.5M | Buy |
2,866,328
+1,304,826
| +84% | +$44.4M | 0.09% | 123 |
|
|
2019
Q4 | $79.8M | Buy |
1,561,502
+470,172
| +43% | +$24M | 0.06% | 183 |
|
|
2019
Q3 | $46.6M | Sell |
1,091,330
-422,209
| -28% | -$18M | 0.04% | 277 |
|
|
2019
Q2 | $66.3M | Buy |
1,513,539
+53,435
| +4% | +$2.34M | 0.05% | 216 |
|
|
2019
Q1 | $61.6M | Sell |
1,460,104
-786,741
| -35% | -$33.2M | 0.06% | 181 |
|
|
2018
Q4 | $89.1M | Buy |
2,246,845
+55,378
| +3% | +$2.2M | 0.09% | 115 |
|
|
2018
Q3 | $102M | Buy |
2,191,467
+1,130,869
| +107% | +$52.7M | 0.09% | 107 |
|
|
2018
Q2 | $50.3M | Sell |
1,060,598
-257,095
| -20% | -$12.2M | 0.05% | 205 |
|
|
2018
Q1 | $71.1M | Buy |
1,317,693
+472,399
| +56% | +$25.5M | 0.06% | 170 |
|
|
2017
Q4 | $44.4M | Sell |
845,294
-184,562
| -18% | -$9.68M | 0.04% | 253 |
|
|
2017
Q3 | $49.6M | Buy |
1,029,856
+518,597
| +101% | +$25M | 0.04% | 221 |
|
|
2017
Q2 | $22.8M | Buy |
511,259
+161,546
| +46% | +$7.2M | 0.02% | 377 |
|
|
2017
Q1 | $15M | Buy |
349,713
+160,942
| +85% | +$6.89M | 0.01% | 480 |
|
|
2016
Q4 | $7.97M | Sell |
188,771
-47,691
| -20% | -$2.01M | 0.01% | 740 |
|
|
2016
Q3 | $7.58M | Sell |
236,462
-195,543
| -45% | -$6.27M | 0.01% | 657 |
|
|
2016
Q2 | $11.2M | Sell |
432,005
-408,685
| -49% | -$10.6M | 0.01% | 477 |
|
|
2016
Q1 | $21M | Sell |
840,690
-1,118,828
| -57% | -$28M | 0.02% | 300 |
|
|
2015
Q4 | $62.3M | Buy |
1,959,518
+50,660
| +3% | +$1.61M | 0.06% | 143 |
|
|
2015
Q3 | $60.1M | Buy |
1,908,858
+1,057,803
| +124% | +$33.3M | 0.06% | 147 |
|
|
2015
Q2 | $33M | Sell |
851,055
-105,538
| -11% | -$4.09M | 0.03% | 272 |
|
|
2015
Q1 | $34.1M | Sell |
956,593
-108,350
| -10% | -$3.87M | 0.03% | 259 |
|
|
2014
Q4 | $41.3M | Buy |
1,064,943
+671,804
| +171% | +$26.1M | 0.04% | 214 |
|
|
2014
Q3 | $13.6M | Buy |
393,139
+133,103
| +51% | +$4.6M | 0.01% | 473 |
|
|
2014
Q2 | $8.41M | Sell |
260,036
-818,289
| -76% | -$26.5M | 0.01% | 658 |
|
|
2014
Q1 | $33.6M | Sell |
1,078,325
-387,575
| -26% | -$12.1M | 0.03% | 243 |
|
|
2013
Q4 | $46M | Sell |
1,465,900
-189,862
| -11% | -$5.95M | 0.04% | 193 |
|
|
2013
Q3 | $44.6M | Sell |
1,655,762
-726,588
| -30% | -$19.6M | 0.04% | 209 |
|
|
2013
Q2 | $58.2M | Buy |
+2,382,350
| New | +$58.2M | 0.06% | 160 |
|