Financial Counselors 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 | – | Sell |
-93,965
| Closed | -$11M | – | 351 |
|
|
2025
Q1 | $11M | Buy |
93,965
+13,977
| +17% | +$1.63M | 0.17% | 133 |
|
|
2024
Q4 | $10.1M | Sell |
79,988
-8,291
| -9% | -$1.04M | 0.15% | 144 |
|
|
2024
Q3 | $9.2M | Buy |
88,279
+7,354
| +9% | +$767K | 0.14% | 148 |
|
|
2024
Q2 | $7.87M | Buy |
80,925
+4,809
| +6% | +$467K | 0.13% | 152 |
|
|
2024
Q1 | $7.17M | Buy |
76,116
+61,233
| +411% | +$5.77M | 0.12% | 160 |
|
|
2023
Q4 | $1.39M | Sell |
14,883
-150
| -1% | -$14K | 0.02% | 296 |
|
|
2023
Q3 | $1.23M | Buy |
15,033
+1,700
| +13% | +$139K | 0.02% | 300 |
|
|
2023
Q2 | $1.14M | Sell |
13,333
-1,238
| -8% | -$106K | 0.02% | 292 |
|
|
2023
Q1 | $1.28M | Sell |
14,571
-840
| -5% | -$73.7K | 0.03% | 288 |
|
|
2022
Q4 | $1.31M | Buy |
15,411
+494
| +3% | +$42K | 0.03% | 284 |
|
|
2022
Q3 | $1.18M | Sell |
14,917
-168
| -1% | -$13.3K | 0.03% | 279 |
|
|
2022
Q2 | $1.15M | Buy |
15,085
+4,509
| +43% | +$343K | 0.03% | 290 |
|
|
2022
Q1 | $924K | Sell |
10,576
-2,668
| -20% | -$233K | 0.02% | 312 |
|
|
2021
Q4 | $1.3M | Sell |
13,244
-2,361
| -15% | -$232K | 0.03% | 283 |
|
|
2021
Q3 | $1.52M | Buy |
15,605
+5,998
| +62% | +$584K | 0.03% | 285 |
|
|
2021
Q2 | $881K | Sell |
9,607
-6
| -0.1% | -$550 | 0.02% | 321 |
|
|
2021
Q1 | $747K | Buy |
9,613
+2,025
| +27% | +$157K | 0.02% | 329 |
|
|
2020
Q4 | $520K | Buy |
7,588
+396
| +6% | +$27.1K | 0.01% | 358 |
|
|
2020
Q3 | $348K | Buy |
7,192
+97
| +1% | +$4.69K | 0.01% | 384 |
|
|
2020
Q2 | $343K | Buy |
7,095
+97
| +1% | +$4.69K | 0.01% | 400 |
|
|
2020
Q1 | $238K | Buy |
6,998
+970
| +16% | +$33K | 0.01% | 394 |
|
|
2019
Q4 | $308K | Hold |
6,028
| – | – | 0.01% | 419 |
|
|
2019
Q3 | $257K | Hold |
6,028
| – | – | 0.01% | 443 |
|
|
2019
Q2 | $264K | Sell |
6,028
-302
| -5% | -$13.2K | 0.01% | 433 |
|
|
2019
Q1 | $267K | Hold |
6,330
| – | – | 0.01% | 424 |
|
|
2018
Q4 | $251K | Sell |
6,330
-298
| -4% | -$11.8K | 0.01% | 394 |
|
|
2018
Q3 | $309K | Buy |
6,628
+2
| +0% | +$93 | 0.01% | 395 |
|
|
2018
Q2 | $314K | Hold |
6,626
| – | – | 0.01% | 396 |
|
|
2018
Q1 | $358K | Sell |
6,626
-100
| -1% | -$5.4K | 0.02% | 373 |
|
|
2017
Q4 | $353K | Hold |
6,726
| – | – | 0.02% | 380 |
|
|
2017
Q3 | $324K | Buy |
6,726
+394
| +6% | +$19K | 0.02% | 388 |
|
|
2017
Q2 | $282K | Buy |
6,332
+400
| +7% | +$17.8K | 0.01% | 407 |
|
|
2017
Q1 | $254K | Buy |
+5,932
| New | +$254K | 0.01% | 435 |
|
|
2016
Q1 | – | Sell |
-27,684
| Closed | -$881K | – | 456 |
|
|
2015
Q4 | $881K | Sell |
27,684
-19,844
| -42% | -$632K | 0.06% | 261 |
|
|
2015
Q3 | $1.5M | Sell |
47,528
-14,328
| -23% | -$451K | 0.1% | 208 |
|
|
2015
Q2 | $2.4M | Buy |
61,856
+16,125
| +35% | +$625K | 0.15% | 175 |
|
|
2015
Q1 | $1.63M | Sell |
45,731
-12,119
| -21% | -$432K | 0.1% | 215 |
|
|
2014
Q4 | $2.25M | Buy |
57,850
+16,229
| +39% | +$630K | 0.14% | 183 |
|
|
2014
Q3 | $1.44M | Buy |
+41,621
| New | +$1.44M | 0.1% | 219 |
|