Cyrus J. Lawrence’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $505K | Sell |
4,330
-66,368
| -94% | -$7.74M | 1.91% | 25 |
|
|
2024
Q4 | $8.89M | Sell |
70,698
-411
| -0.6% | -$51.7K | 1.72% | 24 |
|
|
2024
Q3 | $7.41M | Sell |
71,109
-925
| -1% | -$96.4K | 1.45% | 34 |
|
|
2024
Q2 | $7M | Buy |
72,034
+47
| +0.1% | +$4.57K | 1.42% | 33 |
|
|
2024
Q1 | $6.78M | Buy |
+71,987
| New | +$6.78M | 1.5% | 35 |
|
|
2023
Q3 | $5.86M | Buy |
71,809
+604
| +0.8% | +$49.3K | 1.61% | 32 |
|
|
2023
Q2 | $6.08K | Buy |
71,205
+349
| +0.5% | +$30 | 1.32% | 31 |
|
|
2023
Q1 | $6.22M | Sell |
70,856
-316
| -0.4% | -$27.7K | 1.81% | 31 |
|
|
2022
Q4 | $6.05M | Sell |
71,172
-455
| -0.6% | -$38.7K | 1.81% | 32 |
|
|
2022
Q3 | $5.66M | Sell |
71,627
-1,100
| -2% | -$86.9K | 1.11% | 31 |
|
|
2022
Q2 | $5.53M | Sell |
72,727
-35,846
| -33% | -$2.73M | 1.59% | 31 |
|
|
2022
Q1 | $9.49M | Buy |
+108,573
| New | +$9.49M | 2.17% | 16 |
|