CIS
Connors Investor Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Sell |
172,437
-45,326
| -21% | -$6.38M | 2.15% | 7 |
|
|
2025
Q1 | $25.4M | Buy |
217,763
+19,919
| +10% | +$2.32M | 2.52% | 5 |
|
|
2024
Q4 | $24.9M | Sell |
197,844
-47,320
| -19% | -$5.95M | 2.33% | 7 |
|
|
2024
Q3 | $25.5M | Buy |
245,164
+9,260
| +4% | +$964K | 2.47% | 7 |
|
|
2024
Q2 | $22.9M | Buy |
235,904
+74
| +0% | +$7.19K | 2.39% | 8 |
|
|
2024
Q1 | $22.2M | Buy |
235,830
+608
| +0.3% | +$57.2K | 2.34% | 7 |
|
|
2023
Q4 | $21.9M | Buy |
235,222
+26,995
| +13% | +$2.52M | 2.46% | 5 |
|
|
2023
Q3 | $17M | Buy |
208,227
+36,954
| +22% | +$3.02M | 2.09% | 6 |
|
|
2023
Q2 | $14.6M | Buy |
171,273
+97,292
| +132% | +$8.31M | 1.66% | 15 |
|
|
2023
Q1 | $6.5M | Buy |
73,981
+600
| +0.8% | +$52.7K | 0.76% | 47 |
|
|
2022
Q4 | $6.24M | Hold |
73,381
| – | – | 0.78% | 47 |
|
|
2022
Q3 | $5.8M | Buy |
73,381
+300
| +0.4% | +$23.7K | 0.76% | 48 |
|
|
2022
Q2 | $5.56M | Hold |
73,081
| – | – | 0.7% | 45 |
|
|
2022
Q1 | $6.39M | Sell |
73,081
-1,500
| -2% | -$131K | 0.66% | 45 |
|
|
2021
Q4 | $7.32M | Buy |
74,581
+1,100
| +1% | +$108K | 0.72% | 49 |
|
|
2021
Q3 | $7.15M | Sell |
73,481
-2,000
| -3% | -$195K | 0.76% | 48 |
|
|
2021
Q2 | $6.92M | Hold |
75,481
| – | – | 0.72% | 49 |
|
|
2021
Q1 | $5.86M | Buy |
75,481
+65,351
| +645% | +$5.08M | 0.66% | 49 |
|
|
2020
Q4 | $694K | Hold |
10,130
| – | – | 0.09% | 102 |
|
|
2020
Q3 | $490K | Sell |
10,130
-15,000
| -60% | -$726K | 0.07% | 106 |
|
|
2020
Q2 | $1.21M | Sell |
25,130
-700
| -3% | -$33.8K | 0.18% | 92 |
|
|
2020
Q1 | $878K | Sell |
25,830
-188,095
| -88% | -$6.39M | 0.15% | 90 |
|
|
2019
Q4 | $10.9M | Buy |
213,925
+16,075
| +8% | +$822K | 1.39% | 31 |
|
|
2019
Q3 | $8.44M | Buy |
+197,850
| New | +$8.44M | 1.16% | 35 |
|