DI
Diligent Investors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
14,213
+307
| +2% | +$43.2K | 0.47% | 53 |
|
|
2025
Q1 | $1.62M | Sell |
13,906
-254
| -2% | -$29.6K | 0.39% | 63 |
|
|
2024
Q4 | $1.78M | Buy |
14,160
+9
| +0.1% | +$1.13K | 0.41% | 58 |
|
|
2024
Q3 | $1.48M | Sell |
14,151
-21
| -0.1% | -$2.19K | 0.34% | 78 |
|
|
2024
Q2 | $1.38M | Buy |
14,172
+10
| +0.1% | +$972 | 0.34% | 81 |
|
|
2024
Q1 | $1.33M | Buy |
14,162
+13
| +0.1% | +$1.22K | 0.33% | 85 |
|
|
2023
Q4 | $1.32M | Sell |
14,149
-198
| -1% | -$18.5K | 0.36% | 76 |
|
|
2023
Q3 | $1.17M | Sell |
14,347
-455
| -3% | -$37.2K | 0.36% | 77 |
|
|
2023
Q2 | $1.26M | Buy |
14,802
+2
| +0% | +$171 | 0.37% | 61 |
|
|
2023
Q1 | $1.3M | Sell |
14,800
-78
| -0.5% | -$6.85K | 0.4% | 57 |
|
|
2022
Q4 | $1.26M | Sell |
14,878
-398
| -3% | -$33.8K | 0.41% | 55 |
|
|
2022
Q3 | $1.21M | Buy |
15,276
+2
| +0% | +$158 | 0.43% | 54 |
|
|
2022
Q2 | $1.16M | Buy |
15,274
+2
| +0% | +$152 | 0.4% | 61 |
|
|
2022
Q1 | $1.34M | Buy |
15,272
+402
| +3% | +$35.1K | 0.39% | 59 |
|
|
2021
Q4 | $1.46M | Sell |
14,870
-397
| -3% | -$39K | 0.41% | 54 |
|
|
2021
Q3 | $1.4M | Hold |
15,267
| – | – | 0.48% | 49 |
|
|
2021
Q2 | $1.4M | Sell |
15,267
-461
| -3% | -$42.3K | 0.48% | 49 |
|
|
2021
Q1 | $1.22M | Buy |
15,728
+1,187
| +8% | +$92.1K | 0.45% | 55 |
|
|
2020
Q4 | $996K | Sell |
14,541
-174
| -1% | -$11.9K | 0.4% | 61 |
|
|
2020
Q3 | $711K | Sell |
14,715
-1,111
| -7% | -$53.7K | 0.32% | 76 |
|
|
2020
Q2 | $764K | Buy |
15,826
+245
| +2% | +$11.8K | 0.37% | 63 |
|
|
2020
Q1 | $530K | Sell |
15,581
-430
| -3% | -$14.6K | 0.32% | 76 |
|
|
2019
Q4 | $818K | Sell |
16,011
-1,000
| -6% | -$51.1K | 0.37% | 64 |
|
|
2019
Q3 | $726K | Hold |
17,011
| – | – | 0.35% | 82 |
|
|
2019
Q2 | $745K | Sell |
17,011
-200
| -1% | -$8.76K | 0.37% | 74 |
|
|
2019
Q1 | $726K | Hold |
17,211
| – | – | 0.41% | 70 |
|
|
2018
Q4 | $682K | Sell |
17,211
-1,741
| -9% | -$69K | 0.45% | 71 |
|
|
2018
Q3 | $883K | Sell |
18,952
-3,200
| -14% | -$149K | 0.48% | 61 |
|
|
2018
Q2 | $1.05M | Sell |
22,152
-933
| -4% | -$44.2K | 0.64% | 43 |
|
|
2018
Q1 | $1.25M | Sell |
23,085
-300
| -1% | -$16.2K | 0.75% | 38 |
|
|
2017
Q4 | $1.23M | Sell |
23,385
-400
| -2% | -$21K | 0.78% | 36 |
|
|
2017
Q3 | $1.15M | Sell |
23,785
-1,400
| -6% | -$67.5K | 0.84% | 31 |
|
|
2017
Q2 | $1.12M | Sell |
25,185
-517
| -2% | -$23K | 0.8% | 38 |
|
|
2017
Q1 | $1.1M | Sell |
25,702
-148
| -0.6% | -$6.35K | 0.84% | 35 |
|
|
2016
Q4 | $1.09M | Sell |
25,850
-2,549
| -9% | -$108K | 0.87% | 34 |
|
|
2016
Q3 | $914K | Sell |
28,399
-244
| -0.9% | -$7.85K | 0.74% | 40 |
|
|
2016
Q2 | $744K | Buy |
28,643
+13,704
| +92% | +$356K | 0.71% | 42 |
|
|
2016
Q1 | $374K | Buy |
14,939
+2,100
| +16% | +$52.6K | 0.41% | 73 |
|
|
2015
Q4 | $408K | Sell |
12,839
-200
| -2% | -$6.36K | 0.46% | 64 |
|
|
2015
Q3 | $424K | Buy |
13,039
+600
| +5% | +$19.5K | 0.45% | 64 |
|
|
2015
Q2 | $496K | Sell |
12,439
-500
| -4% | -$19.9K | 0.52% | 57 |
|
|
2015
Q1 | $484K | Hold |
12,939
| – | – | 0.5% | 60 |
|
|
2014
Q4 | $463K | Buy |
+12,939
| New | +$463K | 0.47% | 66 |
|