Freedom Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,642
| Closed | -$207K | – | 789 |
|
|
2024
Q4 | $207K | Buy |
+1,642
| New | +$207K | 0.02% | 710 |
|
|
2024
Q2 | – | Sell |
-3,774
| Closed | -$355K | – | 839 |
|
|
2024
Q1 | $355K | Buy |
+3,774
| New | +$355K | 0.03% | 544 |
|
|
2023
Q3 | – | Sell |
-3,158
| Closed | -$270K | – | 729 |
|
|
2023
Q2 | $270K | Sell |
3,158
-352
| -10% | -$30.1K | 0.03% | 574 |
|
|
2023
Q1 | $308K | Sell |
3,510
-363
| -9% | -$31.9K | 0.03% | 545 |
|
|
2022
Q4 | $329K | Sell |
3,873
-622
| -14% | -$52.9K | 0.04% | 558 |
|
|
2022
Q3 | $355K | Sell |
4,495
-630
| -12% | -$49.8K | 0.04% | 524 |
|
|
2022
Q2 | $390K | Buy |
5,125
+2,024
| +65% | +$154K | 0.04% | 529 |
|
|
2022
Q1 | $271K | Sell |
3,101
-1,938
| -38% | -$169K | 0.02% | 646 |
|
|
2021
Q4 | $495K | Buy |
5,039
+259
| +5% | +$25.4K | 0.04% | 522 |
|
|
2021
Q3 | $465K | Sell |
4,780
-1,207
| -20% | -$117K | 0.04% | 525 |
|
|
2021
Q2 | $549K | Buy |
5,987
+815
| +16% | +$74.7K | 0.04% | 511 |
|
|
2021
Q1 | $402K | Buy |
5,172
+1,624
| +46% | +$126K | 0.03% | 596 |
|
|
2020
Q4 | $243K | Buy |
+3,548
| New | +$243K | 0.03% | 525 |
|
|
2018
Q4 | – | Sell |
-12,966
| Closed | -$632K | – | 856 |
|
|
2018
Q3 | $632K | Buy |
+12,966
| New | +$632K | 0.04% | 446 |
|
|
2017
Q4 | – | Sell |
-11,112
| Closed | -$535K | – | 1157 |
|
|
2017
Q3 | $535K | Buy |
11,112
+1,218
| +12% | +$58.6K | 0.03% | 561 |
|
|
2017
Q2 | $441K | Buy |
9,894
+3,291
| +50% | +$147K | 0.03% | 618 |
|
|
2017
Q1 | $283K | Buy |
+6,603
| New | +$283K | 0.02% | 806 |
|