Empowered Funds’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 | $20M | Buy |
142,299
+62,565
| +78% | +$8.81M | 0.23% | 85 |
|
|
2025
Q1 | $9.3M | Buy |
79,734
+2,578
| +3% | +$301K | 0.13% | 173 |
|
|
2024
Q4 | $9.7M | Buy |
77,156
+11,249
| +17% | +$1.41M | 0.14% | 161 |
|
|
2024
Q3 | $6.87M | Buy |
65,907
+20,160
| +44% | +$2.1M | 0.11% | 270 |
|
|
2024
Q2 | $4.45M | Buy |
45,747
+10,765
| +31% | +$1.05M | 0.08% | 356 |
|
|
2024
Q1 | $3.29M | Buy |
34,982
+2,278
| +7% | +$214K | 0.06% | 431 |
|
|
2023
Q4 | $3.05M | Buy |
32,704
+1,336
| +4% | +$125K | 0.08% | 380 |
|
|
2023
Q3 | $2.56M | Buy |
31,368
+6,699
| +27% | +$547K | 0.08% | 380 |
|
|
2023
Q2 | $2.11M | Buy |
24,669
+1,519
| +7% | +$130K | 0.07% | 375 |
|
|
2023
Q1 | $2.03M | Buy |
+23,150
| New | +$2.03M | 0.12% | 205 |
|
|
2022
Q4 | – | Sell |
-12,064
| Closed | -$954K | – | 370 |
|
|
2022
Q3 | $954K | Buy |
12,064
+2,845
| +31% | +$225K | 0.09% | 183 |
|
|
2022
Q2 | $701K | Buy |
9,219
+798
| +9% | +$60.7K | 0.09% | 211 |
|
|
2022
Q1 | $736K | Buy |
+8,421
| New | +$736K | 0.08% | 212 |
|
|
2017
Q3 | – | Sell |
-15,814
| Closed | -$705K | – | 110 |
|
|
2017
Q2 | $705K | Buy |
15,814
+536
| +4% | +$23.9K | 0.57% | 53 |
|
|
2017
Q1 | $655K | Buy |
+15,278
| New | +$655K | 0.67% | 79 |
|