Decatur Capital Management’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 | $2.25M | Hold |
15,996
| – | – | 0.99% | 27 |
|
|
2025
Q1 | $1.87M | Buy |
15,996
+47
| +0.3% | +$5.48K | 0.97% | 32 |
|
|
2024
Q4 | $2.01M | Sell |
15,949
-237
| -1% | -$29.8K | 0.91% | 33 |
|
|
2024
Q3 | $1.69M | Buy |
16,186
+19
| +0.1% | +$1.98K | 0.78% | 36 |
|
|
2024
Q2 | $1.57M | Buy |
16,167
+447
| +3% | +$43.4K | 0.76% | 34 |
|
|
2024
Q1 | $1.48M | Sell |
15,720
-156
| -1% | -$14.7K | 0.8% | 38 |
|
|
2023
Q4 | $1.48M | Buy |
15,876
+1,157
| +8% | +$108K | 0.89% | 38 |
|
|
2023
Q3 | $1.2M | Hold |
14,719
| – | – | 0.87% | 43 |
|
|
2023
Q2 | $1.26M | Sell |
14,719
-208
| -1% | -$17.8K | 0.86% | 45 |
|
|
2023
Q1 | $1.31M | Sell |
14,927
-2,815
| -16% | -$247K | 0.99% | 40 |
|
|
2022
Q4 | $1.51M | Hold |
17,742
| – | – | 1.09% | 36 |
|
|
2022
Q3 | $1.4M | Sell |
17,742
-1
| -0% | -$79 | 1.06% | 33 |
|
|
2022
Q2 | $1.35M | Buy |
17,743
+25
| +0.1% | +$1.9K | 1% | 38 |
|
|
2022
Q1 | $1.55M | Buy |
17,718
+1,770
| +11% | +$155K | 0.9% | 41 |
|
|
2021
Q4 | $1.57M | Sell |
15,948
-194
| -1% | -$19K | 0.93% | 36 |
|
|
2021
Q3 | $1.57M | Sell |
16,142
-19,041
| -54% | -$1.85M | 1.04% | 30 |
|
|
2021
Q2 | $3.23M | Buy |
+35,183
| New | +$3.23M | 1.01% | 33 |
|
|
2017
Q1 | – | Sell |
-5,775
| Closed | -$244K | – | 103 |
|
|
2016
Q4 | $244K | Buy |
+5,775
| New | +$244K | 0.04% | 97 |
|