DT Investment Partners’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 | $658K | Hold |
4,672
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $545K | Hold |
4,672
| – | – | 0.05% | 106 |
|
|
2024
Q4 | $587K | Hold |
4,672
| – | – | 0.05% | 107 |
|
|
2024
Q3 | $487K | Buy |
4,672
+136
| +3% | +$14.2K | 0.04% | 110 |
|
|
2024
Q2 | $441K | Hold |
4,536
| – | – | 0.04% | 108 |
|
|
2024
Q1 | $427K | Hold |
4,536
| – | – | 0.04% | 101 |
|
|
2023
Q4 | $397K | Hold |
4,536
| – | – | 0.04% | 105 |
|
|
2023
Q3 | $370K | Hold |
4,536
| – | – | 0.04% | 100 |
|
|
2023
Q2 | $413K | Hold |
4,536
| – | – | 0.05% | 106 |
|
|
2023
Q1 | $399K | Hold |
4,536
| – | – | 0.05% | 108 |
|
|
2022
Q4 | $386K | Sell |
4,536
-255
| -5% | -$21.7K | 0.05% | 107 |
|
|
2022
Q3 | $379K | Sell |
4,791
-1,540
| -24% | -$122K | 0.06% | 99 |
|
|
2022
Q2 | $482K | Buy |
6,331
+255
| +4% | +$19.4K | 0.07% | 107 |
|
|
2022
Q1 | $531K | Buy |
6,076
+2,584
| +74% | +$226K | 0.07% | 111 |
|
|
2021
Q4 | $343K | Sell |
3,492
-2,176
| -38% | -$214K | 0.04% | 112 |
|
|
2021
Q3 | $552K | Buy |
5,668
+2,672
| +89% | +$260K | 0.07% | 103 |
|
|
2021
Q2 | $275K | Hold |
2,996
| – | – | 0.04% | 110 |
|
|
2021
Q1 | $233K | Sell |
2,996
-280
| -9% | -$21.8K | 0.03% | 119 |
|
|
2020
Q4 | $225K | Buy |
+3,276
| New | +$225K | 0.04% | 109 |
|