Denali Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,500
| Closed | -$513K | – | 478 |
|
|
2023
Q4 | $513K | Sell |
5,500
-1,600
| -23% | -$149K | 0.16% | 137 |
|
|
2023
Q3 | $580K | Buy |
+7,100
| New | +$580K | 0.2% | 124 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$38K | – | 393 |
|
|
2022
Q2 | $38K | Buy |
+500
| New | +$38K | 0.02% | 239 |
|
|
2021
Q2 | – | Sell |
-8,800
| Closed | -$683K | – | 337 |
|
|
2021
Q1 | $683K | Sell |
8,800
-94,000
| -91% | -$7.3M | 0.21% | 137 |
|
|
2020
Q4 | $7.05M | Sell |
102,800
-24,600
| -19% | -$1.69M | 1.2% | 16 |
|
|
2020
Q3 | $6.16M | Sell |
127,400
-12,500
| -9% | -$604K | 1.22% | 15 |
|
|
2020
Q2 | $6.76M | Sell |
139,900
-45,600
| -25% | -$2.2M | 1.31% | 10 |
|
|
2020
Q1 | $6.31M | Sell |
185,500
-2,900
| -2% | -$98.6K | 1.37% | 27 |
|
|
2019
Q4 | $9.63M | Buy |
188,400
+89,100
| +90% | +$4.55M | 1.37% | 24 |
|
|
2019
Q3 | $4.24M | Buy |
99,300
+83,200
| +517% | +$3.55M | 0.59% | 57 |
|
|
2019
Q2 | $705K | Sell |
16,100
-3,100
| -16% | -$136K | 0.11% | 132 |
|
|
2019
Q1 | $810K | Buy |
+19,200
| New | +$810K | 0.13% | 87 |
|