Federated Hermes’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 | $278M | Sell |
1,970,570
-234,173
| -11% | -$33M | 0.52% | 37 |
|
|
2025
Q1 | $257M | Buy |
2,204,743
+634,795
| +40% | +$74.1M | 0.55% | 35 |
|
|
2024
Q4 | $197M | Sell |
1,569,948
-876,318
| -36% | -$110M | 0.43% | 51 |
|
|
2024
Q3 | $255M | Buy |
2,446,266
+1,073,684
| +78% | +$112M | 0.56% | 34 |
|
|
2024
Q2 | $133M | Sell |
1,372,582
-82,004
| -6% | -$7.97M | 0.32% | 65 |
|
|
2024
Q1 | $137M | Buy |
1,454,586
+238,833
| +20% | +$22.5M | 0.32% | 66 |
|
|
2023
Q4 | $113M | Buy |
1,215,753
+846,266
| +229% | +$78.9M | 0.28% | 80 |
|
|
2023
Q3 | $30.2M | Buy |
369,487
+313,403
| +559% | +$25.6M | 0.08% | 279 |
|
|
2023
Q2 | $4.79M | Buy |
56,084
+7,621
| +16% | +$651K | 0.01% | 709 |
|
|
2023
Q1 | $4.26M | Buy |
48,463
+15,904
| +49% | +$1.4M | 0.01% | 739 |
|
|
2022
Q4 | $2.77M | Buy |
32,559
+197
| +0.6% | +$16.7K | 0.01% | 824 |
|
|
2022
Q3 | $2.56M | Sell |
32,362
-2,468
| -7% | -$195K | 0.01% | 850 |
|
|
2022
Q2 | $2.65M | Sell |
34,830
-957
| -3% | -$72.8K | 0.01% | 855 |
|
|
2022
Q1 | $3.13M | Sell |
35,787
-54,074
| -60% | -$4.73M | 0.01% | 901 |
|
|
2021
Q4 | $8.82M | Sell |
89,861
-361,189
| -80% | -$35.5M | 0.02% | 673 |
|
|
2021
Q3 | $43.9M | Buy |
451,050
+100,478
| +29% | +$9.78M | 0.08% | 306 |
|
|
2021
Q2 | $32.1M | Buy |
350,572
+255,292
| +268% | +$23.4M | 0.06% | 375 |
|
|
2021
Q1 | $7.4M | Buy |
95,280
+37,649
| +65% | +$2.92M | 0.01% | 744 |
|
|
2020
Q4 | $3.95M | Buy |
57,631
+8,466
| +17% | +$580K | 0.01% | 871 |
|
|
2020
Q3 | $2.38M | Sell |
49,165
-5,683
| -10% | -$275K | 0.01% | 922 |
|
|
2020
Q2 | $2.65M | Sell |
54,848
-101,716
| -65% | -$4.91M | 0.01% | 887 |
|
|
2020
Q1 | $5.32M | Sell |
156,564
-350,646
| -69% | -$11.9M | 0.02% | 609 |
|
|
2019
Q4 | $25.9M | Buy |
507,210
+55,669
| +12% | +$2.85M | 0.06% | 345 |
|
|
2019
Q3 | $19.3M | Buy |
451,541
+8,781
| +2% | +$375K | 0.05% | 374 |
|
|
2019
Q2 | $19.4M | Sell |
442,760
-3,500
| -0.8% | -$153K | 0.05% | 362 |
|
|
2019
Q1 | $18.8M | Sell |
446,260
-11,080
| -2% | -$468K | 0.05% | 358 |
|
|
2018
Q4 | $18.1M | Sell |
457,340
-13,382
| -3% | -$531K | 0.05% | 328 |
|
|
2018
Q3 | $21.9M | Sell |
470,722
-211,628
| -31% | -$9.86M | 0.05% | 333 |
|
|
2018
Q2 | $32.3M | Sell |
682,350
-15,762
| -2% | -$747K | 0.09% | 176 |
|
|
2018
Q1 | $37.7M | Sell |
698,112
-267,038
| -28% | -$14.4M | 0.11% | 159 |
|
|
2017
Q4 | $50.6M | Sell |
965,150
-174,131
| -15% | -$9.14M | 0.14% | 127 |
|
|
2017
Q3 | $54.9M | Sell |
1,139,281
-79,301
| -7% | -$3.82M | 0.16% | 118 |
|
|
2017
Q2 | $54.3M | Sell |
1,218,582
-190,534
| -14% | -$8.49M | 0.16% | 115 |
|
|
2017
Q1 | $60.4M | Buy |
1,409,116
+207,799
| +17% | +$8.9M | 0.17% | 115 |
|
|
2016
Q4 | $50.8M | Buy |
1,201,317
+140,588
| +13% | +$5.94M | 0.15% | 129 |
|
|
2016
Q3 | $34M | Buy |
1,060,729
+977,308
| +1,172% | +$31.3M | 0.1% | 164 |
|
|
2016
Q2 | $2.17M | Buy |
83,421
+40,186
| +93% | +$1.04M | 0.01% | 809 |
|
|
2016
Q1 | $1.08M | Sell |
43,235
-924,688
| -96% | -$23.1M | ﹤0.01% | 1059 |
|
|
2015
Q4 | $30.8M | Sell |
967,923
-416,954
| -30% | -$13.3M | 0.1% | 199 |
|
|
2015
Q3 | $43.6M | Buy |
1,384,877
+130,671
| +10% | +$4.12M | 0.14% | 145 |
|
|
2015
Q2 | $48.7M | Buy |
1,254,206
+10,435
| +0.8% | +$405K | 0.15% | 147 |
|
|
2015
Q1 | $44.4M | Sell |
1,243,771
-10,654
| -0.8% | -$380K | 0.14% | 159 |
|
|
2014
Q4 | $48.7M | Buy |
1,254,425
+1,122,651
| +852% | +$43.6M | 0.15% | 131 |
|
|
2014
Q3 | $4.56M | Sell |
131,774
-6,692
| -5% | -$231K | 0.01% | 666 |
|
|
2014
Q2 | $4.48M | Sell |
138,466
-2,145,334
| -94% | -$69.4M | 0.01% | 676 |
|
|
2014
Q1 | $71.2M | Buy |
2,283,800
+309,893
| +16% | +$9.66M | 0.24% | 84 |
|
|
2013
Q4 | $61.9M | Buy |
1,973,907
+1,733,369
| +721% | +$54.4M | 0.21% | 96 |
|
|
2013
Q3 | $6.48M | Sell |
240,538
-29,251
| -11% | -$788K | 0.03% | 499 |
|
|
2013
Q2 | $6.59M | Buy |
+269,789
| New | +$6.59M | 0.03% | 498 |
|