Eagle Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $2.78M | Buy |
21,442
+5,155
| +32% | +$668K | 0.01% | 443 |
|
2024
Q2 | $1.62M | Buy |
16,287
+2,438
| +18% | +$242K | 0.01% | 486 |
|
2024
Q1 | $1.3M | Buy |
13,849
+3,519
| +34% | +$329K | 0.01% | 487 |
|
2023
Q4 | $963K | Buy |
10,330
+2,502
| +32% | +$233K | 0.01% | 483 |
|
2023
Q3 | $639K | Buy |
7,828
+1,251
| +19% | +$102K | ﹤0.01% | 488 |
|
2023
Q2 | $562K | Buy |
6,577
+2,783
| +73% | +$238K | ﹤0.01% | 486 |
|
2023
Q1 | $333K | Buy |
+3,794
| New | +$333K | ﹤0.01% | 519 |
|
2022
Q2 | – | Sell |
-42,090
| Closed | -$3.68M | – | 586 |
|
2022
Q1 | $3.68M | Buy |
42,090
+13,309
| +46% | +$1.16M | 0.02% | 413 |
|
2021
Q4 | $2.84M | Buy |
+28,781
| New | +$2.84M | 0.01% | 458 |
|
2018
Q2 | – | Sell |
-36,134
| Closed | -$1.95M | – | 646 |
|
2018
Q1 | $1.95M | Buy |
36,134
+76
| +0.2% | +$4.1K | 0.01% | 533 |
|
2017
Q4 | $1.95M | Buy |
+36,058
| New | +$1.95M | 0.01% | 546 |
|
2017
Q2 | – | Sell |
-4,902
| Closed | -$210K | – | 656 |
|
2017
Q1 | $210K | Buy |
+4,902
| New | +$210K | ﹤0.01% | 641 |
|