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 |
|