DCM Advisors’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 | $10.3M | Buy |
72,965
+7,108
| +11% | +$1M | 4.41% | 8 |
|
|
2025
Q1 | $7.63M | Sell |
65,857
-3,666
| -5% | -$425K | 4.07% | 11 |
|
|
2024
Q4 | $8.72M | Buy |
69,523
+3,561
| +5% | +$447K | 4.09% | 11 |
|
|
2024
Q3 | $6.88M | Buy |
65,962
+105
| +0.2% | +$10.9K | 3.46% | 12 |
|
|
2024
Q2 | $6.4M | Sell |
65,857
-8,091
| -11% | -$786K | 3.38% | 12 |
|
|
2024
Q1 | $6.96M | Sell |
73,948
-5,909
| -7% | -$556K | 2.87% | 15 |
|
|
2023
Q4 | $7.45M | Hold |
79,857
| – | – | 2.67% | 12 |
|
|
2023
Q3 | $6.52M | Sell |
79,857
-722
| -0.9% | -$59K | 2.95% | 11 |
|
|
2023
Q2 | $6.88M | Sell |
80,579
-293
| -0.4% | -$25K | 2.95% | 10 |
|
|
2023
Q1 | $7.1M | Sell |
80,872
-221
| -0.3% | -$19.4K | 3.3% | 6 |
|
|
2022
Q4 | $6.89M | Buy |
81,093
+38,328
| +90% | +$3.26M | 3.34% | 5 |
|
|
2022
Q3 | $3.38M | Buy |
42,765
+3,211
| +8% | +$254K | 1.7% | 10 |
|
|
2022
Q2 | $3.01M | Sell |
39,554
-9,842
| -20% | -$748K | 1.3% | 16 |
|
|
2022
Q1 | $4.32M | Sell |
49,396
-6,828
| -12% | -$597K | 1.53% | 10 |
|
|
2021
Q4 | $5.52M | Buy |
56,224
+14,400
| +34% | +$1.41M | 1.63% | 10 |
|
|
2021
Q3 | $4.07M | Buy |
41,824
+34,072
| +440% | +$3.32M | 1.57% | 10 |
|
|
2021
Q2 | $711K | Buy |
+7,752
| New | +$711K | 0.4% | 84 |
|