Clarius Group LLC’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 | $1.67M | Sell |
11,849
-795
| -6% | -$112K | 0.1% | 96 |
|
|
2025
Q1 | $1.48M | Sell |
12,644
-106
| -0.8% | -$12.4K | 0.09% | 93 |
|
|
2024
Q4 | $1.6M | Buy |
12,750
+14
| +0.1% | +$1.76K | 0.11% | 84 |
|
|
2024
Q3 | $1.32M | Sell |
12,736
-145
| -1% | -$15.1K | 0.09% | 99 |
|
|
2024
Q2 | $1.25M | Sell |
12,881
-415
| -3% | -$40.3K | 0.09% | 99 |
|
|
2024
Q1 | $1.25M | Sell |
13,296
-2,085
| -14% | -$196K | 0.09% | 101 |
|
|
2023
Q4 | $1.43M | Sell |
15,381
-2,463
| -14% | -$230K | 0.12% | 93 |
|
|
2023
Q3 | $1.46M | Sell |
17,844
-3,481
| -16% | -$284K | 0.14% | 85 |
|
|
2023
Q2 | $1.82M | Sell |
21,325
-1,303
| -6% | -$111K | 0.14% | 79 |
|
|
2023
Q1 | $1.99M | Sell |
22,628
-31
| -0.1% | -$2.72K | 0.17% | 68 |
|
|
2022
Q4 | $1.93M | Buy |
22,659
+747
| +3% | +$63.5K | 0.17% | 78 |
|
|
2022
Q3 | $1.73M | Buy |
21,912
+569
| +3% | +$45K | 0.17% | 74 |
|
|
2022
Q2 | $3.83M | Buy |
21,343
+830
| +4% | +$149K | 0.38% | 34 |
|
|
2022
Q1 | $2.01M | Hold |
20,513
| – | – | 0.16% | 76 |
|
|
2021
Q4 | $2.01M | Buy |
20,513
+312
| +2% | +$30.6K | 0.16% | 76 |
|
|
2021
Q3 | $1.97M | Buy |
20,201
+324
| +2% | +$31.5K | 0.18% | 67 |
|
|
2021
Q2 | $1.82M | Buy |
19,877
+120
| +0.6% | +$11K | 0.16% | 76 |
|
|
2021
Q1 | $1.53M | Buy |
19,757
+3,626
| +22% | +$282K | 0.15% | 85 |
|
|
2020
Q4 | $1.11M | Buy |
16,131
+3,899
| +32% | +$267K | 0.12% | 90 |
|
|
2020
Q3 | $591K | Buy |
12,232
+265
| +2% | +$12.8K | 0.08% | 117 |
|
|
2020
Q2 | $578K | Sell |
11,967
-1,471
| -11% | -$71K | 0.08% | 120 |
|
|
2020
Q1 | $457K | Buy |
13,438
+3,497
| +35% | +$119K | 0.09% | 119 |
|
|
2019
Q4 | $526K | Buy |
9,941
+810
| +9% | +$42.9K | 0.08% | 121 |
|
|
2019
Q3 | $390K | Sell |
9,131
-2,196
| -19% | -$93.8K | 0.07% | 151 |
|
|
2019
Q2 | $496K | Buy |
11,327
+2,027
| +22% | +$88.8K | 0.1% | 107 |
|
|
2019
Q1 | $392K | Buy |
+9,300
| New | +$392K | 0.1% | 112 |
|