Consolidated Investment Group’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 | $6.93M | Hold |
49,215
| – | – | 0.93% | 25 |
|
|
2025
Q1 | $5.74M | Sell |
49,215
-2,385
| -5% | -$278K | 0.88% | 28 |
|
|
2024
Q4 | $6.49M | Hold |
51,600
| – | – | 0.91% | 28 |
|
|
2024
Q3 | $5.38M | Hold |
51,600
| – | – | 0.8% | 34 |
|
|
2024
Q2 | $5.02M | Hold |
51,600
| – | – | 0.78% | 33 |
|
|
2024
Q1 | $4.86M | Hold |
51,600
| – | – | 0.79% | 35 |
|
|
2023
Q4 | $4.81M | Hold |
51,600
| – | – | 0.85% | 31 |
|
|
2023
Q3 | $4.21M | Hold |
51,600
| – | – | 0.82% | 34 |
|
|
2023
Q2 | $4.41M | Hold |
51,600
| – | – | 0.79% | 35 |
|
|
2023
Q1 | $4.53M | Hold |
51,600
| – | – | 0.89% | 30 |
|
|
2022
Q4 | $4.39M | Hold |
51,600
| – | – | 0.94% | 27 |
|
|
2022
Q3 | $4.08M | Hold |
51,600
| – | – | 0.88% | 30 |
|
|
2022
Q2 | $3.92M | Hold |
51,600
| – | – | 0.75% | 39 |
|
|
2022
Q1 | $4.51M | Hold |
51,600
| – | – | 0.74% | 38 |
|
|
2021
Q4 | $5.07M | Hold |
51,600
| – | – | 0.8% | 37 |
|
|
2021
Q3 | $5.02M | Hold |
51,600
| – | – | 0.79% | 37 |
|
|
2021
Q2 | $4.73M | Buy |
51,600
+12,000
| +30% | +$1.1M | 0.79% | 38 |
|
|
2021
Q1 | $3.08M | Hold |
39,600
| – | – | 0.68% | 48 |
|
|
2020
Q4 | $2.71M | Buy |
+39,600
| New | +$2.71M | 0.71% | 49 |
|