Credit Suisse’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$285M Sell
3,023,296
-60,224
-2% -$5.67M 0.27% 63
2023
Q4
$288M Buy
3,083,520
+165,643
+6% +$15.4M 0.28% 66
2023
Q3
$238M Buy
2,917,877
+3,516
+0.1% +$287K 0.24% 77
2023
Q2
$249M Sell
2,914,361
-52,821
-2% -$4.51M 0.25% 73
2023
Q1
$261M Sell
2,967,182
-2,294,856
-44% -$201M 0.26% 66
2022
Q4
$447M Buy
5,262,038
+765,347
+17% +$65.1M 0.48% 32
2022
Q3
$355M Sell
4,496,691
-1,046,464
-19% -$82.7M 0.4% 42
2022
Q2
$422M Buy
5,543,155
+1,158,383
+26% +$88.1M 0.44% 40
2022
Q1
$383M Buy
4,384,772
+358,215
+9% +$31.3M 0.33% 52
2021
Q4
$395M Buy
4,026,557
+748,130
+23% +$73.4M 0.21% 50
2021
Q3
$319M Sell
3,278,427
-1,232,342
-27% -$120M 0.18% 70
2021
Q2
$409M Buy
4,510,769
+1,978,413
+78% +$179M 0.22% 48
2021
Q1
$197M Buy
2,532,356
+124,182
+5% +$9.64M 0.1% 160
2020
Q4
$165M Sell
2,408,174
-26,475
-1% -$1.81M 0.08% 170
2020
Q3
$118M Sell
2,434,649
-134,386
-5% -$6.5M 0.07% 202
2020
Q2
$124M Sell
2,569,035
-1,140,802
-31% -$55.1M 0.09% 179
2020
Q1
$126M Buy
3,709,837
+849,512
+30% +$28.9M 0.11% 139
2019
Q4
$146M Sell
2,860,325
-85,162
-3% -$4.35M 0.11% 136
2019
Q3
$126M Buy
2,945,487
+271,373
+10% +$11.6M 0.11% 137
2019
Q2
$117M Sell
2,674,114
-53,136
-2% -$2.33M 0.1% 150
2019
Q1
$115M Sell
2,727,250
-961,099
-26% -$40.6M 0.11% 141
2018
Q4
$146M Buy
3,688,349
+256,348
+7% +$10.2M 0.15% 102
2018
Q3
$160M Buy
3,432,001
+1,154,695
+51% +$53.8M 0.14% 101
2018
Q2
$108M Sell
2,277,306
-478,326
-17% -$22.7M 0.11% 147
2018
Q1
$149M Buy
2,755,632
+320,116
+13% +$17.3M 0.14% 106
2017
Q4
$128M Buy
2,435,516
+47,228
+2% +$2.48M 0.11% 126
2017
Q3
$115M Sell
2,388,288
-218,549
-8% -$10.5M 0.11% 141
2017
Q2
$116M Sell
2,606,837
-834,315
-24% -$37.2M 0.11% 140
2017
Q1
$147M Sell
3,441,152
-71,432
-2% -$3.06M 0.13% 121
2016
Q4
$148M Buy
3,512,584
+44,753
+1% +$1.89M 0.15% 107
2016
Q3
$111M Buy
3,467,831
+516,469
+17% +$16.6M 0.11% 161
2016
Q2
$76.7M Sell
2,951,362
-834,277
-22% -$21.7M 0.09% 216
2016
Q1
$94.7M Buy
3,785,639
+136,565
+4% +$3.42M 0.11% 174
2015
Q4
$116M Buy
3,649,074
+381,362
+12% +$12.1M 0.13% 152
2015
Q3
$103M Buy
3,267,712
+141,761
+5% +$4.47M 0.12% 160
2015
Q2
$121M Sell
3,125,951
-260,777
-8% -$10.1M 0.12% 160
2015
Q1
$121M Sell
3,386,728
-769,684
-19% -$27.5M 0.12% 155
2014
Q4
$161M Sell
4,156,412
-647,552
-13% -$25.1M 0.14% 134
2014
Q3
$166M Buy
4,803,964
+1,104,557
+30% +$38.2M 0.14% 127
2014
Q2
$120M Buy
3,699,407
+259,602
+8% +$8.39M 0.1% 168
2014
Q1
$107M Sell
3,439,805
-203,547
-6% -$6.34M 0.1% 156
2013
Q4
$114M Sell
3,643,352
-192,554
-5% -$6.04M 0.1% 152
2013
Q3
$103M Buy
3,835,906
+568,790
+17% +$15.3M 0.1% 135
2013
Q2
$79.8M Buy
+3,267,116
New +$79.8M 0.08% 202