GLOBALT Investments’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 | $8.96M | Sell |
63,585
-4,067
| -6% | -$573K | 0.34% | 38 |
|
|
2025
Q1 | $7.89M | Buy |
67,652
+558
| +0.8% | +$65.1K | 0.32% | 42 |
|
|
2024
Q4 | $8.44M | Sell |
67,094
-968
| -1% | -$122K | 0.32% | 38 |
|
|
2024
Q3 | $7.09M | Buy |
68,062
+29,783
| +78% | +$3.1M | 0.27% | 51 |
|
|
2024
Q2 | $3.72M | Sell |
38,279
-430
| -1% | -$41.8K | 0.15% | 83 |
|
|
2024
Q1 | $3.64M | Sell |
38,709
-609
| -2% | -$57.3K | 0.15% | 85 |
|
|
2023
Q4 | $3.67M | Buy |
+39,318
| New | +$3.67M | 0.15% | 84 |
|