CIM
Contravisory Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8K | Hold |
27
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $3.15K | Buy |
+27
| New | +$3.15K | ﹤0.01% | 356 |
|
|
2022
Q2 | – | Sell |
-53,794
| Closed | -$4.7M | – | 359 |
|
|
2022
Q1 | $4.7M | Sell |
53,794
-423
| -0.8% | -$37K | 1.33% | 38 |
|
|
2021
Q4 | $5.32M | Buy |
+54,217
| New | +$5.32M | 1.44% | 33 |
|
|
2018
Q3 | – | Sell |
-288
| Closed | -$14K | – | 346 |
|
|
2018
Q2 | $14K | Hold |
288
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $16K | Hold |
288
| – | – | 0.01% | 243 |
|
|
2017
Q4 | $15K | Sell |
288
-21
| -7% | -$1.09K | 0.01% | 249 |
|
|
2017
Q3 | $15K | Buy |
+309
| New | +$15K | 0.01% | 250 |
|
|
2014
Q2 | – | Sell |
-23,840
| Closed | -$743K | – | 170 |
|
|
2014
Q1 | $743K | Sell |
23,840
-820
| -3% | -$25.6K | 0.15% | 41 |
|
|
2013
Q4 | $773K | Sell |
24,660
-370
| -1% | -$11.6K | 0.15% | 40 |
|
|
2013
Q3 | $675K | Sell |
25,030
-350
| -1% | -$9.44K | 0.14% | 41 |
|
|
2013
Q2 | $620K | Buy |
+25,380
| New | +$620K | 0.14% | 42 |
|