Gibraltar Capital 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
Q2 | $725K | Hold |
5,146
| – | – | 0.14% | 80 |
|
|
2025
Q1 | $600K | Sell |
5,146
-5,689
| -53% | -$664K | 0.13% | 76 |
|
|
2024
Q4 | $1.36M | Hold |
10,835
| – | – | 0.6% | 30 |
|
|
2024
Q3 | $1.13M | Buy |
10,835
+643
| +6% | +$67K | 0.51% | 31 |
|
|
2024
Q2 | $991K | Hold |
10,192
| – | – | 0.45% | 31 |
|
|
2024
Q1 | $960K | Sell |
10,192
-1,212
| -11% | -$114K | 0.45% | 30 |
|
|
2023
Q4 | $1.06M | Sell |
11,404
-210
| -2% | -$19.6K | 0.45% | 32 |
|
|
2023
Q3 | $949K | Buy |
11,614
+7
| +0.1% | +$572 | 0.42% | 35 |
|
|
2023
Q2 | $991K | Sell |
11,607
-53,231
| -82% | -$4.55M | 0.44% | 33 |
|
|
2023
Q1 | $5.69M | Buy |
64,838
+925
| +1% | +$81.2K | 2.66% | 20 |
|
|
2022
Q4 | $5.43M | Buy |
63,913
+978
| +2% | +$83.2K | 2.57% | 21 |
|
|
2022
Q3 | $4.97M | Sell |
62,935
-852
| -1% | -$67.3K | 2.55% | 20 |
|
|
2022
Q2 | $4.85M | Sell |
63,787
-4,825
| -7% | -$367K | 2.36% | 22 |
|
|
2022
Q1 | $6M | Buy |
68,612
+217
| +0.3% | +$19K | 2.49% | 17 |
|
|
2021
Q4 | $6.71M | Sell |
68,395
-1,593
| -2% | -$156K | 3.04% | 12 |
|
|
2021
Q3 | $6.81M | Sell |
69,988
-16,533
| -19% | -$1.61M | 3.46% | 13 |
|
|
2021
Q2 | $7.58M | Buy |
86,521
+2,815
| +3% | +$247K | 3.79% | 7 |
|
|
2021
Q1 | $6.55M | Buy |
83,706
+3,076
| +4% | +$241K | 3.37% | 8 |
|
|
2020
Q4 | $5.53M | Buy |
80,630
+2,695
| +3% | +$185K | 3.29% | 7 |
|
|
2020
Q3 | $3.77M | Sell |
77,935
-1,894
| -2% | -$91.6K | 2.63% | 18 |
|
|
2020
Q2 | $3.86M | Sell |
79,829
-713
| -0.9% | -$34.4K | 2.83% | 16 |
|
|
2020
Q1 | $2.74M | Sell |
80,542
-1,774
| -2% | -$60.3K | 1.95% | 25 |
|
|
2019
Q4 | $4.21M | Buy |
82,316
+8,107
| +11% | +$414K | 2.53% | 17 |
|
|
2019
Q3 | $3.17M | Sell |
74,209
-3,982
| -5% | -$170K | 2.39% | 22 |
|
|
2019
Q2 | $3.43M | Sell |
78,191
-703
| -0.9% | -$30.8K | 3.53% | 14 |
|
|
2019
Q1 | $3.33M | Sell |
78,894
-42,790
| -35% | -$1.81M | 3.34% | 15 |
|
|
2018
Q4 | $4.83M | Sell |
121,684
-6,953
| -5% | -$276K | 5.11% | 9 |
|
|
2018
Q3 | $5.99M | Sell |
128,637
-512
| -0.4% | -$23.8K | 4.7% | 11 |
|
|
2018
Q2 | $6.12M | Buy |
129,149
+742
| +0.6% | +$35.2K | 5.17% | 6 |
|
|
2018
Q1 | $6.93M | Sell |
128,407
-19,541
| -13% | -$1.05M | 5.87% | 3 |
|
|
2017
Q4 | $7.76M | Sell |
147,948
-4,233
| -3% | -$222K | 6.17% | 5 |
|
|
2017
Q3 | $7.33M | Buy |
152,181
+818
| +0.5% | +$39.4K | 6.47% | 4 |
|
|
2017
Q2 | $6.75M | Buy |
151,363
+5,521
| +4% | +$246K | 6.74% | 5 |
|
|
2017
Q1 | $6.25M | Sell |
145,842
-2,571
| -2% | -$110K | 5.87% | 6 |
|
|
2016
Q4 | $6.27M | Sell |
148,413
-3,784
| -2% | -$160K | 5.83% | 3 |
|
|
2016
Q3 | $4.88M | Sell |
152,197
-1,542
| -1% | -$49.4K | 5.64% | 4 |
|
|
2016
Q2 | $3.99M | Buy |
153,739
+16,377
| +12% | +$425K | 4.91% | 7 |
|
|
2016
Q1 | $3.44M | Buy |
137,362
+52,051
| +61% | +$1.3M | 4.62% | 12 |
|
|
2015
Q4 | $2.71M | Buy |
85,311
+25,512
| +43% | +$812K | 3.37% | 16 |
|
|
2015
Q3 | $1.88M | Buy |
59,799
+980
| +2% | +$30.9K | 2.33% | 22 |
|
|
2015
Q2 | $2.28M | Sell |
58,819
-5,345
| -8% | -$207K | 2.43% | 24 |
|
|
2015
Q1 | $2.29M | Sell |
64,164
-4,080
| -6% | -$146K | 2.17% | 26 |
|
|
2014
Q4 | $2.65M | Buy |
+68,244
| New | +$2.65M | 2.37% | 25 |
|