DM
Delphi Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
11,321
-310
| -3% | -$43.7K | 1.54% | 9 |
|
|
2025
Q1 | $1.36M | Sell |
11,631
-448
| -4% | -$52.3K | 1.38% | 28 |
|
|
2024
Q4 | $1.52M | Sell |
12,079
-2,683
| -18% | -$337K | 1.47% | 23 |
|
|
2024
Q3 | $1.54M | Sell |
14,762
-3,314
| -18% | -$345K | 1.4% | 25 |
|
|
2024
Q2 | $1.76M | Sell |
18,076
-27
| -0.1% | -$2.62K | 1.43% | 27 |
|
|
2024
Q1 | $1.71M | Buy |
18,103
+1,375
| +8% | +$130K | 1.32% | 41 |
|
|
2023
Q4 | $1.56M | Buy |
16,728
+2,141
| +15% | +$200K | 1.43% | 23 |
|
|
2023
Q3 | $1.19M | Buy |
14,587
+80
| +0.6% | +$6.53K | 1.22% | 55 |
|
|
2023
Q2 | $1.24M | Buy |
+14,507
| New | +$1.24M | 1.29% | 44 |
|
|
2022
Q4 | $1.28M | Buy |
+15,079
| New | +$1.28M | 1.55% | 20 |
|
|
2021
Q4 | $1.47M | Buy |
14,947
+928
| +7% | +$91.1K | 1.38% | 24 |
|
|
2021
Q3 | $1.36M | Sell |
14,019
-1,542
| -10% | -$150K | 1.4% | 9 |
|
|
2021
Q2 | $1.43M | Sell |
15,561
-1,211
| -7% | -$111K | 1.36% | 13 |
|
|
2021
Q1 | $1.3M | Buy |
+16,772
| New | +$1.3M | 1.38% | 23 |
|
|
2019
Q3 | $1.29M | Buy |
30,230
+1,178
| +4% | +$50.3K | 1.25% | 46 |
|
|
2019
Q2 | $1.27M | Buy |
29,052
+27
| +0.1% | +$1.18K | 1.14% | 52 |
|
|
2019
Q1 | $1.23M | Sell |
29,025
-7,450
| -20% | -$314K | 1.13% | 54 |
|
|
2018
Q4 | $1.45M | Buy |
+36,475
| New | +$1.45M | 1.31% | 48 |
|