Curi RMB 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 | $21.9M | Buy |
155,609
+24,809
| +19% | +$3.49M | 0.42% | 57 |
|
|
2025
Q1 | $15.3M | Sell |
130,800
-49,533
| -27% | -$5.78M | 0.38% | 79 |
|
|
2024
Q4 | $22.7M | Buy |
180,333
+7,289
| +4% | +$916K | 0.52% | 42 |
|
|
2024
Q3 | $18M | Sell |
173,044
-5,027
| -3% | -$524K | 0.41% | 69 |
|
|
2024
Q2 | $17.3M | Sell |
178,071
-50,172
| -22% | -$4.88M | 0.42% | 68 |
|
|
2024
Q1 | $21.5M | Buy |
228,243
+135
| +0.1% | +$12.7K | 0.49% | 63 |
|
|
2023
Q4 | $21.3M | Sell |
228,108
-5,939
| -3% | -$554K | 0.65% | 49 |
|
|
2023
Q3 | $19.1M | Buy |
234,047
+9,831
| +4% | +$803K | 0.65% | 49 |
|
|
2023
Q2 | $19.1M | Sell |
224,216
-4,725
| -2% | -$404K | 0.63% | 51 |
|
|
2023
Q1 | $20.1M | Sell |
228,941
-9,766
| -4% | -$857K | 0.7% | 44 |
|
|
2022
Q4 | $20.3M | Sell |
238,707
-8,344
| -3% | -$709K | 0.72% | 43 |
|
|
2022
Q3 | $19.5M | Sell |
247,051
-9,569
| -4% | -$756K | 0.73% | 44 |
|
|
2022
Q2 | $19.5M | Buy |
256,620
+7,597
| +3% | +$578K | 0.67% | 47 |
|
|
2022
Q1 | $21.8M | Buy |
249,023
+1,662
| +0.7% | +$145K | 0.69% | 49 |
|
|
2021
Q4 | $24.3M | Sell |
247,361
-82
| -0% | -$8.05K | 0.73% | 45 |
|
|
2021
Q3 | $24.1M | Buy |
247,443
+5,145
| +2% | +$501K | 0.79% | 39 |
|
|
2021
Q2 | $22.2M | Sell |
242,298
-69,145
| -22% | -$6.34M | 0.74% | 37 |
|
|
2021
Q1 | $24.2M | Sell |
311,443
-20,250
| -6% | -$1.57M | 0.89% | 30 |
|
|
2020
Q4 | $22.7M | Buy |
331,693
+495
| +0.1% | +$33.9K | 0.83% | 29 |
|
|
2020
Q3 | $16M | Sell |
331,198
-2,704
| -0.8% | -$131K | 0.69% | 34 |
|
|
2020
Q2 | $16.1M | Sell |
333,902
-5,249
| -2% | -$254K | 0.71% | 34 |
|
|
2020
Q1 | $11.5M | Sell |
339,151
-93
| -0% | -$3.16K | 0.55% | 41 |
|
|
2019
Q4 | $17.3M | Sell |
339,244
-18,621
| -5% | -$952K | 0.48% | 39 |
|
|
2019
Q3 | $15.3M | Buy |
357,865
+3,870
| +1% | +$165K | 0.4% | 47 |
|
|
2019
Q2 | $15.5M | Sell |
353,995
-4,266
| -1% | -$187K | 0.39% | 47 |
|
|
2019
Q1 | $15.1M | Buy |
358,261
+9,078
| +3% | +$383K | 0.38% | 49 |
|
|
2018
Q4 | $13.8M | Buy |
349,183
+9,217
| +3% | +$365K | 0.35% | 57 |
|
|
2018
Q3 | $15.8M | Buy |
339,966
+7,161
| +2% | +$333K | 0.38% | 62 |
|
|
2018
Q2 | $15.8M | Buy |
332,805
+10,739
| +3% | +$509K | 0.38% | 54 |
|
|
2018
Q1 | $17.4M | Buy |
322,066
+18,550
| +6% | +$1M | 0.44% | 44 |
|
|
2017
Q4 | $15.9M | Buy |
303,516
+2,301
| +0.8% | +$121K | 0.41% | 49 |
|
|
2017
Q3 | $14.5M | Sell |
301,215
-55,680
| -16% | -$2.68M | 0.37% | 55 |
|
|
2017
Q2 | $15.9M | Sell |
356,895
-32,081
| -8% | -$1.43M | 0.46% | 38 |
|
|
2017
Q1 | $16.7M | Sell |
388,976
-95
| -0% | -$4.07K | 0.69% | 27 |
|
|
2016
Q4 | $16.4M | Sell |
389,071
-20,728
| -5% | -$876K | 0.88% | 20 |
|
|
2016
Q3 | $13.1M | Buy |
409,799
+76,549
| +23% | +$2.45M | 0.71% | 36 |
|
|
2016
Q2 | $8.66M | Sell |
333,250
-2,925
| -0.9% | -$76K | 0.45% | 53 |
|
|
2016
Q1 | $8.41M | Buy |
336,175
+37,260
| +12% | +$932K | 0.55% | 53 |
|
|
2015
Q4 | $9.51M | Sell |
298,915
-5,414
| -2% | -$172K | 0.44% | 46 |
|
|
2015
Q3 | $9.59M | Buy |
+304,329
| New | +$9.59M | 0.64% | 44 |
|