Empirical Finance’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 | $6.36M | Buy |
45,122
+275
| +0.6% | +$38.7K | 0.33% | 59 |
|
|
2025
Q1 | $5.23M | Buy |
44,847
+562
| +1% | +$65.6K | 0.32% | 64 |
|
|
2024
Q4 | $5.57M | Sell |
44,285
-670
| -1% | -$84.2K | 0.32% | 60 |
|
|
2024
Q3 | $4.69M | Buy |
44,955
+805
| +2% | +$83.9K | 0.27% | 75 |
|
|
2024
Q2 | $4.29M | Sell |
44,150
-4,221
| -9% | -$410K | 0.27% | 77 |
|
|
2024
Q1 | $4.55M | Buy |
48,371
+1,531
| +3% | +$144K | 0.28% | 75 |
|
|
2023
Q4 | $4.37M | Sell |
46,840
-19
| -0% | -$1.77K | 0.3% | 69 |
|
|
2023
Q3 | $3.83M | Buy |
46,859
+3,947
| +9% | +$322K | 0.28% | 70 |
|
|
2023
Q2 | $3.66M | Buy |
42,912
+4,344
| +11% | +$371K | 0.28% | 73 |
|
|
2023
Q1 | $3.39M | Buy |
38,568
+1,313
| +4% | +$115K | 0.32% | 68 |
|
|
2022
Q4 | $3.17M | Buy |
37,255
+2,582
| +7% | +$220K | 0.33% | 67 |
|
|
2022
Q3 | $2.74M | Buy |
34,673
+5,385
| +18% | +$426K | 0.33% | 61 |
|
|
2022
Q2 | $2.23M | Buy |
29,288
+1,530
| +6% | +$116K | 0.28% | 68 |
|
|
2022
Q1 | $2.43M | Buy |
27,758
+2,863
| +12% | +$250K | 0.27% | 70 |
|
|
2021
Q4 | $2.44M | Buy |
24,895
+6,532
| +36% | +$641K | 0.29% | 65 |
|
|
2021
Q3 | $1.79M | Buy |
18,363
+1,014
| +6% | +$98.7K | 0.27% | 71 |
|
|
2021
Q2 | $1.59M | Buy |
17,349
+2,840
| +20% | +$260K | 0.26% | 78 |
|
|
2021
Q1 | $994K | Hold |
14,509
| – | – | 0.17% | 140 |
|
|
2020
Q4 | $994K | Buy |
14,509
+4,156
| +40% | +$285K | 0.17% | 140 |
|
|
2020
Q3 | $501K | Buy |
10,353
+1,978
| +24% | +$95.7K | 0.11% | 172 |
|
|
2020
Q2 | $405K | Buy |
8,375
+943
| +13% | +$45.6K | 0.1% | 162 |
|
|
2020
Q1 | $253K | Buy |
7,432
+2,516
| +51% | +$85.7K | 0.08% | 181 |
|
|
2019
Q4 | $251K | Buy |
+4,916
| New | +$251K | 0.06% | 182 |
|
|
2017
Q1 | – | Sell |
-869
| Closed | -$37K | – | 388 |
|
|
2016
Q4 | $37K | Buy |
+869
| New | +$37K | 0.03% | 125 |
|