Farmers & Merchants Investments 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 | $152K | Sell |
1,078
-3
| -0.3% | -$423 | ﹤0.01% | 324 |
|
|
2025
Q1 | $126K | Buy |
1,081
+195
| +22% | +$22.8K | ﹤0.01% | 348 |
|
|
2024
Q4 | $111K | Sell |
886
-5
| -0.6% | -$629 | ﹤0.01% | 364 |
|
|
2024
Q3 | $92.9K | Hold |
891
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $86.6K | Buy |
891
+6
| +0.7% | +$583 | ﹤0.01% | 384 |
|
|
2024
Q1 | $83.3K | Sell |
885
-25
| -3% | -$2.35K | ﹤0.01% | 366 |
|
|
2023
Q4 | $84.9K | Sell |
910
-335
| -27% | -$31.2K | ﹤0.01% | 354 |
|
|
2023
Q3 | $102K | Hold |
1,245
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $106K | Sell |
1,245
-565
| -31% | -$48.3K | ﹤0.01% | 336 |
|
|
2023
Q1 | $159K | Sell |
1,810
-17
| -0.9% | -$1.49K | 0.01% | 296 |
|
|
2022
Q4 | $155K | Sell |
1,827
-93
| -5% | -$7.91K | 0.01% | 302 |
|
|
2022
Q3 | $152K | Buy |
1,920
+275
| +17% | +$21.8K | 0.01% | 303 |
|
|
2022
Q2 | $125K | Buy |
1,645
+528
| +47% | +$40.1K | 0.01% | 309 |
|
|
2022
Q1 | $98K | Sell |
1,117
-117
| -9% | -$10.3K | ﹤0.01% | 345 |
|
|
2021
Q4 | $121K | Buy |
1,234
+250
| +25% | +$24.5K | ﹤0.01% | 337 |
|
|
2021
Q3 | $96K | Buy |
984
+111
| +13% | +$10.8K | ﹤0.01% | 342 |
|
|
2021
Q2 | $80K | Buy |
873
+11
| +1% | +$1.01K | ﹤0.01% | 312 |
|
|
2021
Q1 | $67K | Hold |
862
| – | – | ﹤0.01% | 310 |
|
|
2020
Q4 | $59K | Buy |
862
+249
| +41% | +$17K | ﹤0.01% | 322 |
|
|
2020
Q3 | $30K | Sell |
613
-26
| -4% | -$1.27K | ﹤0.01% | 378 |
|
|
2020
Q2 | $31K | Buy |
639
+36
| +6% | +$1.75K | ﹤0.01% | 360 |
|
|
2020
Q1 | $21K | Hold |
603
| – | – | ﹤0.01% | 385 |
|
|
2019
Q4 | $31K | Hold |
603
| – | – | ﹤0.01% | 371 |
|
|
2019
Q3 | $26K | Hold |
603
| – | – | ﹤0.01% | 398 |
|
|
2019
Q2 | $26K | Buy |
603
+38
| +7% | +$1.64K | ﹤0.01% | 381 |
|
|
2019
Q1 | $24K | Buy |
565
+30
| +6% | +$1.27K | ﹤0.01% | 384 |
|
|
2018
Q4 | $21K | Hold |
535
| – | – | ﹤0.01% | 391 |
|
|
2018
Q3 | $25K | Buy |
535
+38
| +8% | +$1.78K | ﹤0.01% | 400 |
|
|
2018
Q2 | $24K | Hold |
497
| – | – | ﹤0.01% | 416 |
|
|
2018
Q1 | $27K | Hold |
497
| – | – | ﹤0.01% | 392 |
|
|
2017
Q4 | $26K | Buy |
497
+81
| +19% | +$4.24K | ﹤0.01% | 393 |
|
|
2017
Q3 | $20K | Buy |
416
+106
| +34% | +$5.1K | ﹤0.01% | 414 |
|
|
2017
Q2 | $14K | Hold |
310
| – | – | ﹤0.01% | 490 |
|
|
2017
Q1 | $13K | Hold |
310
| – | – | ﹤0.01% | 457 |
|
|
2016
Q4 | $13K | Hold |
310
| – | – | ﹤0.01% | 483 |
|
|
2016
Q3 | $10K | Hold |
310
| – | – | ﹤0.01% | 466 |
|
|
2016
Q2 | $8K | Hold |
310
| – | – | ﹤0.01% | 481 |
|
|
2016
Q1 | $8K | Hold |
310
| – | – | ﹤0.01% | 487 |
|
|
2015
Q4 | $10K | Sell |
310
-30
| -9% | -$968 | ﹤0.01% | 479 |
|
|
2015
Q3 | $11K | Hold |
340
| – | – | ﹤0.01% | 470 |
|
|
2015
Q2 | $13K | Hold |
340
| – | – | ﹤0.01% | 464 |
|
|
2015
Q1 | $12K | Buy |
340
+309
| +997% | +$10.9K | ﹤0.01% | 477 |
|
|
2014
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 660 |
|
|
2014
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 682 |
|
|
2014
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 646 |
|
|
2014
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 649 |
|
|
2013
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 662 |
|
|
2013
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 627 |
|
|
2013
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 594 |
|