Ethic Inc’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 | $25.9M | Buy |
184,382
+15,414
| +9% | +$2.17M | 0.46% | 27 |
|
|
2025
Q1 | $19.6M | Buy |
168,968
+6,699
| +4% | +$775K | 0.4% | 38 |
|
|
2024
Q4 | $20.4M | Buy |
162,269
+42,743
| +36% | +$5.37M | 0.41% | 35 |
|
|
2024
Q3 | $11.3M | Sell |
119,526
-22,537
| -16% | -$2.12M | 0.28% | 67 |
|
|
2024
Q2 | $13.8M | Buy |
142,063
+22,537
| +19% | +$2.19M | 0.32% | 56 |
|
|
2024
Q1 | $11.3M | Buy |
119,526
+27,897
| +30% | +$2.63M | 0.28% | 67 |
|
|
2023
Q4 | $8.54M | Sell |
91,629
-25,973
| -22% | -$2.42M | 0.25% | 81 |
|
|
2023
Q3 | $9.6M | Sell |
117,602
-4,578
| -4% | -$374K | 0.34% | 50 |
|
|
2023
Q2 | $10.4M | Sell |
122,180
-1,808
| -1% | -$154K | 0.39% | 37 |
|
|
2023
Q1 | $10.9M | Buy |
123,988
+20,329
| +20% | +$1.78M | 0.44% | 34 |
|
|
2022
Q4 | $8.81M | Buy |
103,659
+3,061
| +3% | +$260K | 0.48% | 33 |
|
|
2022
Q3 | $7.95M | Buy |
100,598
+9,251
| +10% | +$731K | 0.54% | 26 |
|
|
2022
Q2 | $6.95M | Buy |
91,347
+8,203
| +10% | +$624K | 0.48% | 32 |
|
|
2022
Q1 | $7.27M | Buy |
83,144
+2,128
| +3% | +$186K | 0.5% | 27 |
|
|
2021
Q4 | $7.95M | Buy |
81,016
+14,800
| +22% | +$1.45M | 0.61% | 21 |
|
|
2021
Q3 | $6.44M | Buy |
66,216
+26,892
| +68% | +$2.62M | 0.66% | 23 |
|
|
2021
Q2 | $3.61M | Buy |
39,324
+12,992
| +49% | +$1.19M | 0.44% | 40 |
|
|
2021
Q1 | $2.05M | Buy |
26,332
+4,776
| +22% | +$371K | 0.36% | 59 |
|
|
2020
Q4 | $1.48M | Buy |
21,556
+7,717
| +56% | +$529K | 0.39% | 59 |
|
|
2020
Q3 | $669K | Buy |
13,839
+1,591
| +13% | +$76.9K | 0.26% | 101 |
|
|
2020
Q2 | $592K | Buy |
12,248
+299
| +3% | +$14.5K | 0.34% | 72 |
|
|
2020
Q1 | $406K | Buy |
11,949
+760
| +7% | +$25.8K | 0.34% | 94 |
|
|
2019
Q4 | $572K | Buy |
+11,189
| New | +$572K | 0.42% | 78 |
|