CX Institutional’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 | $1.1M | Buy |
7,835
+274
| +4% | +$38.6K | 0.04% | 252 |
|
|
2025
Q1 | $882K | Sell |
7,561
-43
| -0.6% | -$5.02K | 0.03% | 284 |
|
|
2024
Q4 | $956K | Buy |
7,604
+465
| +7% | +$58.5K | 0.04% | 265 |
|
|
2024
Q3 | $744K | Buy |
7,139
+536
| +8% | +$55.9K | 0.03% | 321 |
|
|
2024
Q2 | $642K | Buy |
6,603
+412
| +7% | +$40K | 0.03% | 341 |
|
|
2024
Q1 | $583K | Buy |
6,191
+71
| +1% | +$6.69K | 0.03% | 348 |
|
|
2023
Q4 | $571K | Sell |
6,120
-1,965
| -24% | -$183K | 0.03% | 315 |
|
|
2023
Q3 | $660K | Sell |
8,085
-45,396
| -85% | -$3.71M | 0.04% | 296 |
|
|
2023
Q2 | $4.57M | Buy |
53,481
+14,096
| +36% | +$1.2M | 0.24% | 125 |
|
|
2023
Q1 | $3.43M | Sell |
39,385
-7,990
| -17% | -$697K | 0.18% | 171 |
|
|
2022
Q4 | $4.03M | Buy |
47,375
+6,861
| +17% | +$583K | 0.24% | 107 |
|
|
2022
Q3 | $3.2M | Buy |
40,514
+37,280
| +1,153% | +$2.95M | 0.22% | 109 |
|
|
2022
Q2 | $246K | Sell |
3,234
-1,274
| -28% | -$96.9K | 0.02% | 405 |
|
|
2022
Q1 | $394K | Buy |
4,508
+240
| +6% | +$21K | 0.03% | 286 |
|
|
2021
Q4 | $419K | Buy |
4,268
+89
| +2% | +$8.74K | 0.03% | 258 |
|
|
2021
Q3 | $407K | Sell |
4,179
-132
| -3% | -$12.9K | 0.03% | 284 |
|
|
2021
Q2 | $395K | Buy |
4,311
+336
| +8% | +$30.8K | 0.03% | 263 |
|
|
2021
Q1 | $309K | Sell |
3,975
-43,910
| -92% | -$3.41M | 0.03% | 259 |
|
|
2020
Q4 | $3.28M | Sell |
47,885
-9,386
| -16% | -$643K | 0.32% | 81 |
|
|
2020
Q3 | $2.77M | Buy |
57,271
+6,705
| +13% | +$324K | 0.3% | 94 |
|
|
2020
Q2 | $2.46M | Buy |
50,566
+10,992
| +28% | +$534K | 0.32% | 74 |
|
|
2020
Q1 | $1.35M | Sell |
39,574
-6,896
| -15% | -$235K | 0.22% | 114 |
|
|
2019
Q4 | $2.38M | Buy |
46,470
+2,559
| +6% | +$131K | 0.41% | 59 |
|
|
2019
Q3 | $1.87M | Buy |
43,911
+42,884
| +4,176% | +$1.83M | 0.3% | 87 |
|
|
2019
Q2 | $45K | Sell |
1,027
-44,198
| -98% | -$1.94M | 0.01% | 326 |
|
|
2019
Q1 | $1.91M | Buy |
+45,225
| New | +$1.91M | 0.34% | 86 |
|