Csenge Advisory Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,856
+136
| +2% | +$17.4K | 0.05% | 262 |
|
|
2025
Q1 | $843K | Sell |
7,720
-410
| -5% | -$44.8K | 0.05% | 283 |
|
|
2024
Q4 | $1.02M | Sell |
8,130
-79
| -1% | -$9.93K | 0.06% | 263 |
|
|
2024
Q3 | $907K | Sell |
8,209
-561
| -6% | -$62K | 0.05% | 291 |
|
|
2024
Q2 | $852K | Buy |
8,770
+1,866
| +27% | +$181K | 0.05% | 290 |
|
|
2024
Q1 | $650K | Sell |
6,904
-2,759
| -29% | -$260K | 0.04% | 365 |
|
|
2023
Q4 | $901K | Buy |
9,663
+1,024
| +12% | +$95.5K | 0.06% | 252 |
|
|
2023
Q3 | $706K | Buy |
8,639
+487
| +6% | +$39.8K | 0.05% | 288 |
|
|
2023
Q2 | $696K | Sell |
8,152
-467
| -5% | -$39.9K | 0.05% | 296 |
|
|
2023
Q1 | $757K | Buy |
8,619
+946
| +12% | +$83.1K | 0.05% | 259 |
|
|
2022
Q4 | $652K | Sell |
7,673
-385
| -5% | -$32.7K | 0.05% | 289 |
|
|
2022
Q3 | $637K | Sell |
8,058
-7
| -0.1% | -$553 | 0.05% | 283 |
|
|
2022
Q2 | $613K | Sell |
8,065
-6,405
| -44% | -$487K | 0.05% | 302 |
|
|
2022
Q1 | $1.27M | Buy |
14,470
+87
| +0.6% | +$7.61K | 0.1% | 178 |
|
|
2021
Q4 | $1.32M | Buy |
14,383
+2,334
| +19% | +$215K | 0.12% | 151 |
|
|
2021
Q3 | $1.19M | Sell |
12,049
-2,334
| -16% | -$231K | 0.1% | 184 |
|
|
2021
Q2 | $1.32M | Sell |
14,383
-2,303
| -14% | -$212K | 0.12% | 151 |
|
|
2021
Q1 | $1.35M | Sell |
16,686
-1,760
| -10% | -$142K | 0.14% | 114 |
|
|
2020
Q4 | $1.26M | Sell |
18,446
-2,344
| -11% | -$161K | 0.15% | 113 |
|
|
2020
Q3 | $993K | Sell |
20,790
-10,920
| -34% | -$522K | 0.14% | 125 |
|
|
2020
Q2 | $1.53M | Buy |
31,710
+20,620
| +186% | +$996K | 0.22% | 85 |
|
|
2020
Q1 | $377K | Sell |
11,090
-1,454
| -12% | -$49.4K | 0.1% | 180 |
|
|
2019
Q4 | $641K | Sell |
12,544
-544
| -4% | -$27.8K | 0.16% | 122 |
|
|
2019
Q3 | $559K | Buy |
13,088
+4,017
| +44% | +$172K | 0.15% | 131 |
|
|
2019
Q2 | $398K | Sell |
9,071
-532
| -6% | -$23.3K | 0.14% | 116 |
|
|
2019
Q1 | $405K | Sell |
9,603
-11,186
| -54% | -$472K | 0.14% | 115 |
|
|
2018
Q4 | $824K | Buy |
20,789
+6,277
| +43% | +$249K | 0.3% | 71 |
|
|
2018
Q3 | $636K | Buy |
+14,512
| New | +$636K | 0.25% | 75 |
|
|
2018
Q1 | – | Sell |
-4,850
| Closed | -$254K | – | 297 |
|
|
2017
Q4 | $254K | Buy |
+4,850
| New | +$254K | 0.09% | 199 |
|