Equitable Holdings’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 | $4.43M | Buy |
31,442
+2,562
| +9% | +$361K | 0.04% | 353 |
|
|
2025
Q1 | $3.37M | Buy |
28,880
+1,116
| +4% | +$130K | 0.03% | 385 |
|
|
2024
Q4 | $3.49M | Buy |
27,764
+1,079
| +4% | +$136K | 0.03% | 345 |
|
|
2024
Q3 | $2.78M | Sell |
26,685
-3,260
| -11% | -$340K | 0.03% | 403 |
|
|
2024
Q2 | $2.91M | Buy |
29,945
+1,209
| +4% | +$118K | 0.03% | 371 |
|
|
2024
Q1 | $2.71M | Sell |
28,736
-2,527
| -8% | -$238K | 0.03% | 368 |
|
|
2023
Q4 | $2.92M | Buy |
31,263
+2,762
| +10% | +$258K | 0.04% | 312 |
|
|
2023
Q3 | $2.33M | Buy |
28,501
+2,427
| +9% | +$198K | 0.03% | 325 |
|
|
2023
Q2 | $2.23M | Buy |
26,074
+6,724
| +35% | +$574K | 0.03% | 330 |
|
|
2023
Q1 | $1.7M | Buy |
19,350
+2,108
| +12% | +$185K | 0.03% | 359 |
|
|
2022
Q4 | $1.47M | Buy |
17,242
+1,954
| +13% | +$166K | 0.03% | 359 |
|
|
2022
Q3 | $1.21M | Buy |
15,288
+5,886
| +63% | +$465K | 0.02% | 363 |
|
|
2022
Q2 | $715K | Sell |
9,402
-483
| -5% | -$36.7K | 0.01% | 481 |
|
|
2022
Q1 | $864K | Buy |
9,885
+705
| +8% | +$61.6K | 0.01% | 442 |
|
|
2021
Q4 | $901K | Buy |
9,180
+1,437
| +19% | +$141K | 0.01% | 425 |
|
|
2021
Q3 | $753K | Buy |
7,743
+654
| +9% | +$63.6K | 0.01% | 452 |
|
|
2021
Q2 | $650K | Buy |
7,089
+318
| +5% | +$29.2K | 0.01% | 480 |
|
|
2021
Q1 | $526K | Buy |
6,771
+3,475
| +105% | +$270K | 0.01% | 499 |
|
|
2020
Q4 | $226K | Buy |
+3,296
| New | +$226K | 0.01% | 627 |
|
|
2020
Q1 | – | Sell |
-4,595
| Closed | -$235K | – | 614 |
|
|
2019
Q4 | $235K | Buy |
+4,595
| New | +$235K | 0.01% | 547 |
|