Deseret Mutual Benefit Administrators’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 | $282K | Hold |
2,004
| – | – | 0.13% | 101 |
|
|
2025
Q1 | $234K | Sell |
2,004
-168
| -8% | -$19.6K | 0.12% | 113 |
|
|
2024
Q4 | $273K | Sell |
2,172
-159
| -7% | -$20K | 0.13% | 98 |
|
|
2024
Q3 | $243K | Buy |
2,331
+76
| +3% | +$7.92K | 0.12% | 112 |
|
|
2024
Q2 | $219K | Buy |
2,255
+53
| +2% | +$5.15K | 0.1% | 119 |
|
|
2024
Q1 | $207K | Buy |
2,202
+175
| +9% | +$16.5K | 0.1% | 126 |
|
|
2023
Q4 | $189K | Sell |
2,027
-369
| -15% | -$34.4K | 0.11% | 114 |
|
|
2023
Q3 | $196K | Sell |
2,396
-172
| -7% | -$14K | 0.1% | 130 |
|
|
2023
Q2 | $219K | Buy |
2,568
+98
| +4% | +$8.37K | 0.09% | 131 |
|
|
2023
Q1 | $217K | Buy |
2,470
+39
| +2% | +$3.42K | 0.09% | 129 |
|
|
2022
Q4 | $207K | Sell |
2,431
-2,044
| -46% | -$174K | 0.08% | 133 |
|
|
2022
Q3 | $354K | Sell |
4,475
-874
| -16% | -$69.1K | 0.1% | 129 |
|
|
2022
Q2 | $407K | Hold |
5,349
| – | – | 0.09% | 140 |
|
|
2022
Q1 | $468K | Sell |
5,349
-1,241
| -19% | -$109K | 0.09% | 139 |
|
|
2021
Q4 | $647K | Sell |
6,590
-198
| -3% | -$19.4K | 0.11% | 123 |
|
|
2021
Q3 | $661K | Sell |
6,788
-2,630
| -28% | -$256K | 0.12% | 114 |
|
|
2021
Q2 | $864K | Buy |
+9,418
| New | +$864K | 0.21% | 48 |
|