Crawford Investment Counsel’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 | $413K | Sell |
2,930
-416
| -12% | -$58.6K | 0.01% | 249 |
|
|
2025
Q1 | $390K | Buy |
3,346
+63
| +2% | +$7.35K | 0.01% | 253 |
|
|
2024
Q4 | $413K | Sell |
3,283
-7
| -0.2% | -$880 | 0.01% | 249 |
|
|
2024
Q3 | $343K | Buy |
3,290
+53
| +2% | +$5.53K | 0.01% | 252 |
|
|
2024
Q2 | $315K | Sell |
3,237
-5
| -0.2% | -$486 | 0.01% | 243 |
|
|
2024
Q1 | $305K | Sell |
3,242
-95
| -3% | -$8.95K | 0.01% | 243 |
|
|
2023
Q4 | $311K | Buy |
3,337
+70
| +2% | +$6.53K | 0.01% | 244 |
|
|
2023
Q3 | $267K | Hold |
3,267
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $279K | Sell |
3,267
-83
| -2% | -$7.09K | 0.01% | 257 |
|
|
2023
Q1 | $294K | Buy |
3,350
+361
| +12% | +$31.7K | 0.01% | 254 |
|
|
2022
Q4 | $254K | Sell |
2,989
-39
| -1% | -$3.32K | 0.01% | 261 |
|
|
2022
Q3 | $239K | Sell |
3,028
-1,316
| -30% | -$104K | 0.01% | 259 |
|
|
2022
Q2 | $330K | Sell |
4,344
-711
| -14% | -$54K | 0.01% | 254 |
|
|
2022
Q1 | $442K | Buy |
5,055
+27
| +0.5% | +$2.36K | 0.01% | 244 |
|
|
2021
Q4 | $494K | Sell |
5,028
-255
| -5% | -$25.1K | 0.01% | 239 |
|
|
2021
Q3 | $514K | Sell |
5,283
-56
| -1% | -$5.45K | 0.01% | 234 |
|
|
2021
Q2 | $490K | Buy |
5,339
+500
| +10% | +$45.9K | 0.01% | 237 |
|
|
2021
Q1 | $376K | Buy |
4,839
+839
| +21% | +$65.2K | 0.01% | 237 |
|
|
2020
Q4 | $274K | Buy |
+4,000
| New | +$274K | 0.01% | 249 |
|
|
2020
Q1 | – | Sell |
-4,024
| Closed | -$206K | – | 267 |
|
|
2019
Q4 | $206K | Buy |
+4,024
| New | +$206K | 0.01% | 268 |
|
|
2019
Q1 | – | Sell |
-5,450
| Closed | -$216K | – | 257 |
|
|
2018
Q4 | $216K | Hold |
5,450
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $254K | Sell |
5,450
-44
| -0.8% | -$2.05K | 0.01% | 238 |
|
|
2018
Q2 | $260K | Sell |
5,494
-813
| -13% | -$38.5K | 0.01% | 235 |
|
|
2018
Q1 | $340K | Buy |
6,307
+1
| +0% | +$54 | 0.01% | 219 |
|
|
2017
Q4 | $331K | Hold |
6,306
| – | – | 0.01% | 214 |
|
|
2017
Q3 | $304K | Buy |
6,306
+100
| +2% | +$4.82K | 0.01% | 213 |
|
|
2017
Q2 | $277K | Hold |
6,206
| – | – | 0.01% | 215 |
|
|
2017
Q1 | $266K | Buy |
6,206
+169
| +3% | +$7.24K | 0.01% | 223 |
|
|
2016
Q4 | $255K | Buy |
+6,037
| New | +$255K | 0.01% | 230 |
|
|
2015
Q3 | – | Sell |
-5,450
| Closed | -$211K | – | 253 |
|
|
2015
Q2 | $211K | Buy |
+5,450
| New | +$211K | 0.01% | 239 |
|
|
2015
Q1 | – | Sell |
-6,752
| Closed | -$262K | – | 241 |
|
|
2014
Q4 | $262K | Hold |
6,752
| – | – | 0.01% | 224 |
|
|
2014
Q3 | $233K | Buy |
+6,752
| New | +$233K | 0.01% | 225 |
|