EOJOAM
E. Ohman J:or Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
50,168
-3,278
| -6% | -$462K | 0.18% | 72 |
|
|
2025
Q1 | $6.24M | Sell |
53,446
-2,360
| -4% | -$275K | 0.17% | 75 |
|
|
2024
Q4 | $7.02M | Buy |
55,806
+7,480
| +15% | +$940K | 0.16% | 74 |
|
|
2024
Q3 | $5.04M | Sell |
48,326
-3,500
| -7% | -$365K | 0.12% | 82 |
|
|
2024
Q2 | $5.04M | Buy |
51,826
+1,600
| +3% | +$156K | 0.13% | 92 |
|
|
2024
Q1 | $4.73M | Buy |
50,226
+1,300
| +3% | +$122K | 0.12% | 92 |
|
|
2023
Q4 | $4.56M | Sell |
48,926
-8,600
| -15% | -$802K | 0.17% | 76 |
|
|
2023
Q3 | $4.7M | Hold |
57,526
| – | – | 0.18% | 77 |
|
|
2023
Q2 | $4.91M | Sell |
57,526
-170,182
| -75% | -$14.5M | 0.18% | 79 |
|
|
2023
Q1 | $20M | Buy |
227,708
+8,562
| +4% | +$752K | 0.78% | 38 |
|
|
2022
Q4 | $18.6M | Sell |
219,146
-10,404
| -5% | -$885K | 0.81% | 35 |
|
|
2022
Q3 | $18.1M | Sell |
229,550
-138,155
| -38% | -$10.9M | 0.83% | 32 |
|
|
2022
Q2 | $28M | Sell |
367,705
-58,016
| -14% | -$4.41M | 1.21% | 22 |
|
|
2022
Q1 | $37.2M | Sell |
425,721
-6,989
| -2% | -$611K | 1.25% | 18 |
|
|
2021
Q4 | $42.5M | Buy |
432,710
+965
| +0.2% | +$94.7K | 1.23% | 20 |
|
|
2021
Q3 | $42M | Sell |
431,745
-52,083
| -11% | -$5.07M | 1.32% | 18 |
|
|
2021
Q2 | $44.4M | Sell |
483,828
-25,199
| -5% | -$2.31M | 1.39% | 15 |
|
|
2021
Q1 | $39.5M | Sell |
509,027
-14,001
| -3% | -$1.09M | 1.43% | 16 |
|
|
2020
Q4 | $35.8M | Buy |
523,028
+4,118
| +0.8% | +$282K | 1.46% | 17 |
|
|
2020
Q3 | $25.1M | Buy |
518,910
+471,904
| +1,004% | +$22.8M | 1.24% | 24 |
|
|
2020
Q2 | $2.27M | Buy |
47,006
+3,100
| +7% | +$150K | 0.13% | 100 |
|
|
2020
Q1 | $1.49M | Sell |
43,906
-16,900
| -28% | -$575K | 0.11% | 104 |
|
|
2019
Q4 | $3.11M | Buy |
60,806
+3,806
| +7% | +$195K | 0.17% | 81 |
|
|
2019
Q3 | $2.43M | Buy |
57,000
+3,000
| +6% | +$128K | 0.15% | 81 |
|
|
2019
Q2 | $2.37M | Sell |
54,000
-100
| -0.2% | -$4.38K | 0.16% | 80 |
|
|
2019
Q1 | $2.28M | Sell |
54,100
-1,500
| -3% | -$63.3K | 0.15% | 85 |
|
|
2018
Q4 | $2.2M | Sell |
55,600
-9,300
| -14% | -$369K | 0.16% | 85 |
|
|
2018
Q3 | $3.02M | Buy |
64,900
+7,400
| +13% | +$345K | 0.2% | 86 |
|
|
2018
Q2 | $2.73M | Buy |
57,500
+19,100
| +50% | +$905K | 0.19% | 86 |
|
|
2018
Q1 | $2.07M | Sell |
38,400
-2,400
| -6% | -$130K | 0.17% | 89 |
|
|
2017
Q4 | $2.14M | Buy |
40,800
+3,300
| +9% | +$173K | 0.17% | 88 |
|
|
2017
Q3 | $1.81M | Buy |
37,500
+1,100
| +3% | +$53K | 0.16% | 94 |
|
|
2017
Q2 | $1.62M | Sell |
36,400
-37,650
| -51% | -$1.68M | 0.16% | 98 |
|
|
2017
Q1 | $3.17M | Buy |
74,050
+1,500
| +2% | +$64.3K | 0.39% | 59 |
|
|
2016
Q4 | $3.07M | Buy |
72,550
+5,400
| +8% | +$228K | 0.43% | 56 |
|
|
2016
Q3 | $2.15M | Hold |
67,150
| – | – | 0.32% | 67 |
|
|
2016
Q2 | $1.74M | Buy |
67,150
+5,450
| +9% | +$142K | 0.29% | 74 |
|
|
2016
Q1 | $1.54M | Hold |
61,700
| – | – | 0.28% | 75 |
|
|
2015
Q4 | $1.96M | Buy |
61,700
+3,100
| +5% | +$98.6K | 0.34% | 68 |
|
|
2015
Q3 | $1.85M | Buy |
58,600
+2,700
| +5% | +$85.1K | 0.49% | 46 |
|
|
2015
Q2 | $2.17M | Sell |
55,900
-3,800
| -6% | -$147K | 0.51% | 47 |
|
|
2015
Q1 | $2.13M | Buy |
59,700
+16,000
| +37% | +$571K | 0.49% | 48 |
|
|
2014
Q4 | $1.7M | Buy |
43,700
+10,400
| +31% | +$406K | 0.41% | 57 |
|
|
2014
Q3 | $1.15M | Hold |
33,300
| – | – | 0.28% | 77 |
|
|
2014
Q2 | $1.08M | Hold |
33,300
| – | – | 0.26% | 82 |
|
|
2014
Q1 | $1.04M | Sell |
33,300
-4,700
| -12% | -$146K | 0.26% | 82 |
|
|
2013
Q4 | $1.17M | Hold |
38,000
| – | – | 0.28% | 77 |
|
|
2013
Q3 | $1.02M | Hold |
38,000
| – | – | 0.26% | 86 |
|
|
2013
Q2 | $928K | Buy |
+38,000
| New | +$928K | 0.26% | 83 |
|