Gleason Group’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 | $131K | Buy |
932
+7
| +0.8% | +$986 | 0.01% | 77 |
|
|
2025
Q1 | $108K | Buy |
925
+6
| +0.7% | +$700 | 0.02% | 78 |
|
|
2024
Q4 | $116K | Sell |
919
-554
| -38% | -$69.6K | 0.02% | 76 |
|
|
2024
Q3 | $154K | Buy |
1,473
+13
| +0.9% | +$1.36K | 0.03% | 71 |
|
|
2024
Q2 | $142K | Buy |
1,460
+12
| +0.8% | +$1.17K | 0.03% | 78 |
|
|
2024
Q1 | $136K | Buy |
1,448
+15
| +1% | +$1.41K | 0.03% | 80 |
|
|
2023
Q4 | $134K | Buy |
1,433
+15
| +1% | +$1.4K | 0.03% | 80 |
|
|
2023
Q3 | $116K | Buy |
1,418
+14
| +1% | +$1.14K | 0.03% | 84 |
|
|
2023
Q2 | $120K | Buy |
1,404
+13
| +0.9% | +$1.11K | 0.03% | 82 |
|
|
2023
Q1 | $122K | Buy |
1,391
+11
| +0.8% | +$966 | 0.04% | 81 |
|
|
2022
Q4 | $117K | Buy |
1,380
+12
| +0.9% | +$1.02K | 0.04% | 81 |
|
|
2022
Q3 | $108K | Buy |
1,368
+12
| +0.9% | +$947 | 0.04% | 82 |
|
|
2022
Q2 | $103K | Buy |
1,356
+12
| +0.9% | +$912 | 0.04% | 83 |
|
|
2022
Q1 | $118K | Buy |
1,344
+9
| +0.7% | +$790 | 0.04% | 86 |
|
|
2021
Q4 | $131K | Buy |
1,335
+9
| +0.7% | +$883 | 0.04% | 81 |
|
|
2021
Q3 | $129K | Buy |
1,326
+9
| +0.7% | +$876 | 0.05% | 85 |
|
|
2021
Q2 | $121K | Buy |
1,317
+5
| +0.4% | +$459 | 0.04% | 82 |
|
|
2021
Q1 | $102K | Buy |
1,312
+7
| +0.5% | +$544 | 0.04% | 80 |
|
|
2020
Q4 | $89K | Buy |
1,305
+8
| +0.6% | +$546 | 0.04% | 80 |
|
|
2020
Q3 | $63K | Buy |
1,297
+8
| +0.6% | +$389 | 0.04% | 82 |
|
|
2020
Q2 | $62K | Buy |
1,289
+62
| +5% | +$2.98K | 0.04% | 83 |
|
|
2020
Q1 | $42K | Sell |
1,227
-5,050
| -80% | -$173K | 0.03% | 87 |
|
|
2019
Q4 | $321K | Buy |
+6,277
| New | +$321K | 0.19% | 49 |
|