Courier Capital’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 | $2.03M | Hold |
14,443
| – | – | 0.12% | 149 |
|
|
2025
Q1 | $1.69M | Sell |
14,443
-220
| -2% | -$25.7K | 0.11% | 160 |
|
|
2024
Q4 | $1.84M | Buy |
14,663
+41
| +0.3% | +$5.16K | 0.13% | 138 |
|
|
2024
Q3 | $1.52M | Sell |
14,622
-550
| -4% | -$57.3K | 0.1% | 161 |
|
|
2024
Q2 | $1.47M | Sell |
15,172
-200
| -1% | -$19.4K | 0.12% | 138 |
|
|
2024
Q1 | $1.45M | Sell |
15,372
-87
| -0.6% | -$8.19K | 0.1% | 162 |
|
|
2023
Q4 | $1.44M | Sell |
15,459
-66
| -0.4% | -$6.16K | 0.11% | 156 |
|
|
2023
Q3 | $1.27M | Hold |
15,525
| – | – | 0.11% | 156 |
|
|
2023
Q2 | $1.33M | Sell |
15,525
-3,397
| -18% | -$290K | 0.1% | 156 |
|
|
2023
Q1 | $1.66M | Sell |
18,922
-2,475
| -12% | -$217K | 0.18% | 96 |
|
|
2022
Q4 | $1.82M | Sell |
21,397
-75
| -0.3% | -$6.38K | 0.21% | 94 |
|
|
2022
Q3 | $1.7M | Sell |
21,472
-444
| -2% | -$35.1K | 0.21% | 98 |
|
|
2022
Q2 | $1.67M | Buy |
21,916
+476
| +2% | +$36.2K | 0.2% | 101 |
|
|
2022
Q1 | $1.87M | Sell |
21,440
-650
| -3% | -$56.8K | 0.19% | 100 |
|
|
2021
Q4 | $2.17M | Sell |
22,090
-1,310
| -6% | -$129K | 0.2% | 98 |
|
|
2021
Q3 | $2.28M | Sell |
23,400
-270
| -1% | -$26.3K | 0.22% | 95 |
|
|
2021
Q2 | $2.17M | Sell |
23,670
-89
| -0.4% | -$8.16K | 0.21% | 98 |
|
|
2021
Q1 | $1.85M | Sell |
23,759
-758
| -3% | -$58.9K | 0.19% | 100 |
|
|
2020
Q4 | $1.68M | Buy |
24,517
+1
| +0% | +$69 | 0.18% | 101 |
|
|
2020
Q3 | $1.27M | Hold |
24,516
| – | – | 0.15% | 106 |
|
|
2020
Q2 | $1.17M | Sell |
24,516
-900
| -4% | -$43K | 0.15% | 107 |
|
|
2020
Q1 | $939K | Sell |
25,416
-946
| -4% | -$35K | 0.14% | 105 |
|
|
2019
Q4 | $1.37M | Sell |
26,362
-1,000
| -4% | -$52K | 0.16% | 103 |
|
|
2019
Q3 | $1.1M | Buy |
27,362
+1
| +0% | +$40 | 0.14% | 109 |
|
|
2019
Q2 | $1.2M | Sell |
27,361
-474
| -2% | -$20.8K | 0.15% | 108 |
|
|
2019
Q1 | $1.18M | Sell |
27,835
-129
| -0.5% | -$5.45K | 0.15% | 112 |
|
|
2018
Q4 | $1.11M | Sell |
27,964
-468
| -2% | -$18.6K | 0.16% | 111 |
|
|
2018
Q3 | $1.32M | Sell |
28,432
-150
| -0.5% | -$6.99K | 0.16% | 111 |
|
|
2018
Q2 | $1.36M | Buy |
28,582
+191
| +0.7% | +$9.06K | 0.17% | 109 |
|
|
2018
Q1 | $1.53M | Sell |
28,391
-163
| -0.6% | -$8.8K | 0.2% | 101 |
|
|
2017
Q4 | $1.5M | Buy |
28,554
+81
| +0.3% | +$4.25K | 0.19% | 101 |
|
|
2017
Q3 | $1.37M | Sell |
28,473
-1,369
| -5% | -$66K | 0.19% | 99 |
|
|
2017
Q2 | $1.33M | Buy |
29,842
+458
| +2% | +$20.4K | 0.23% | 85 |
|
|
2017
Q1 | $1.26M | Buy |
29,384
+342
| +1% | +$14.7K | 0.22% | 88 |
|
|
2016
Q4 | $1.23M | Buy |
29,042
+3,821
| +15% | +$161K | 0.23% | 87 |
|
|
2016
Q3 | $809K | Sell |
25,221
-92
| -0.4% | -$2.95K | 0.16% | 108 |
|
|
2016
Q2 | $658K | Sell |
25,313
-28
| -0.1% | -$728 | 0.13% | 122 |
|
|
2016
Q1 | $634K | Buy |
25,341
+550
| +2% | +$13.8K | 0.13% | 121 |
|
|
2015
Q4 | $789K | Buy |
24,791
+900
| +4% | +$28.6K | 0.17% | 107 |
|
|
2015
Q3 | $753K | Buy |
23,891
+200
| +0.8% | +$6.3K | 0.17% | 112 |
|
|
2015
Q2 | $919K | Buy |
23,691
+1,135
| +5% | +$44K | 0.19% | 108 |
|
|
2015
Q1 | $805K | Buy |
22,556
+1,950
| +9% | +$69.6K | 0.16% | 119 |
|
|
2014
Q4 | $800K | Buy |
20,606
+200
| +1% | +$7.77K | 0.16% | 118 |
|
|
2014
Q3 | $705K | Sell |
20,406
-822
| -4% | -$28.4K | 0.14% | 128 |
|
|
2014
Q2 | $686K | Buy |
21,228
+322
| +2% | +$10.4K | 0.14% | 136 |
|
|
2014
Q1 | $652K | Buy |
20,906
+4,160
| +25% | +$130K | 0.13% | 140 |
|
|
2013
Q4 | $525K | Buy |
16,746
+1,605
| +11% | +$50.3K | 0.11% | 155 |
|
|
2013
Q3 | $408K | Buy |
15,141
+734
| +5% | +$19.8K | 0.09% | 164 |
|
|
2013
Q2 | $352K | Buy |
+14,407
| New | +$352K | 0.09% | 170 |
|