Gradient Investments’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Sell |
331,198
-4,802
| -1% | -$676K | 0.85% | 32 |
|
|
2025
Q1 | $39.2M | Buy |
336,000
+37,193
| +12% | +$4.34M | 0.79% | 38 |
|
|
2024
Q4 | $37.6M | Sell |
298,807
-32,504
| -10% | -$4.09M | 0.76% | 39 |
|
|
2024
Q3 | $34.5M | Sell |
331,311
-31,010
| -9% | -$3.23M | 0.72% | 47 |
|
|
2024
Q2 | $35.2M | Sell |
362,321
-1,351
| -0.4% | -$131K | 0.79% | 37 |
|
|
2024
Q1 | $34.2M | Buy |
363,672
+14,973
| +4% | +$1.41M | 0.79% | 31 |
|
|
2023
Q4 | $32.5M | Buy |
348,699
+28,300
| +9% | +$2.64M | 0.79% | 34 |
|
|
2023
Q3 | $26.2M | Buy |
320,399
+8,358
| +3% | +$683K | 0.69% | 42 |
|
|
2023
Q2 | $26.6M | Buy |
312,041
+202,573
| +185% | +$17.3M | 0.69% | 43 |
|
|
2023
Q1 | $9.61M | Buy |
109,468
+23,766
| +28% | +$2.09M | 0.26% | 113 |
|
|
2022
Q4 | $7.29M | Buy |
85,702
+621
| +0.7% | +$52.8K | 0.23% | 127 |
|
|
2022
Q3 | $6.72M | Sell |
85,081
-855
| -1% | -$67.6K | 0.21% | 124 |
|
|
2022
Q2 | $6.54M | Buy |
85,936
+11,684
| +16% | +$889K | 0.19% | 126 |
|
|
2022
Q1 | $6.49M | Sell |
74,252
-2,792
| -4% | -$244K | 0.17% | 135 |
|
|
2021
Q4 | $7.56M | Buy |
77,044
+73,882
| +2,337% | +$7.25M | 0.19% | 132 |
|
|
2021
Q3 | $308K | Buy |
3,162
+380
| +14% | +$37K | 0.01% | 247 |
|
|
2021
Q2 | $255K | Buy |
2,782
+160
| +6% | +$14.7K | 0.01% | 259 |
|
|
2021
Q1 | $204K | Sell |
2,622
-82
| -3% | -$6.38K | 0.01% | 284 |
|
|
2020
Q4 | $131K | Sell |
2,704
-101
| -4% | -$4.89K | 0.01% | 289 |
|
|
2020
Q3 | $136K | Buy |
2,805
+53
| +2% | +$2.57K | 0.01% | 287 |
|
|
2020
Q2 | $133K | Buy |
2,752
+10
| +0.4% | +$483 | 0.01% | 269 |
|
|
2020
Q1 | $93K | Buy |
2,742
+873
| +47% | +$29.6K | 0.01% | 284 |
|
|
2019
Q4 | $96K | Sell |
1,869
-1,246
| -40% | -$64K | ﹤0.01% | 317 |
|
|
2019
Q3 | $133K | Sell |
3,115
-190,906
| -98% | -$8.15M | 0.01% | 277 |
|
|
2019
Q2 | $8.5M | Buy |
194,021
+20,508
| +12% | +$898K | 0.44% | 69 |
|
|
2019
Q1 | $7.32M | Sell |
173,513
-20,199
| -10% | -$852K | 0.47% | 65 |
|
|
2018
Q4 | $7.68M | Buy |
193,712
+6,682
| +4% | +$265K | 0.46% | 60 |
|
|
2018
Q3 | $8.71M | Buy |
187,030
+12,905
| +7% | +$601K | 0.45% | 63 |
|
|
2018
Q2 | $8.25M | Buy |
174,125
+6,369
| +4% | +$302K | 0.44% | 66 |
|
|
2018
Q1 | $9.05M | Buy |
167,756
+9,218
| +6% | +$497K | 0.49% | 36 |
|
|
2017
Q4 | $8.32M | Buy |
+158,538
| New | +$8.32M | 0.48% | 39 |
|
|
2017
Q3 | – | Sell |
-437
| Closed | -$19K | – | 530 |
|
|
2017
Q2 | $19K | Buy |
437
+3
| +0.7% | +$130 | ﹤0.01% | 393 |
|
|
2017
Q1 | $19K | Buy |
434
+2
| +0.5% | +$88 | ﹤0.01% | 412 |
|
|
2016
Q4 | $18K | Sell |
432
-605
| -58% | -$25.2K | ﹤0.01% | 369 |
|
|
2016
Q3 | $33K | Buy |
1,037
+56
| +6% | +$1.78K | ﹤0.01% | 301 |
|
|
2016
Q2 | $25K | Buy |
981
+4
| +0.4% | +$102 | ﹤0.01% | 327 |
|
|
2016
Q1 | $24K | Buy |
977
+600
| +159% | +$14.7K | ﹤0.01% | 341 |
|
|
2015
Q4 | $12K | Buy |
377
+289
| +328% | +$9.2K | ﹤0.01% | 382 |
|
|
2015
Q3 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 492 |
|
|
2015
Q2 | – | Sell |
-390
| Closed | -$14K | – | 686 |
|
|
2015
Q1 | $14K | Buy |
+390
| New | +$14K | ﹤0.01% | 353 |
|
|
2014
Q1 | – | Sell |
-151
| Closed | -$5K | – | 594 |
|
|
2013
Q4 | $5K | Hold |
151
| – | – | ﹤0.01% | 435 |
|
|
2013
Q3 | $4K | Hold |
151
| – | – | ﹤0.01% | 359 |
|
|
2013
Q2 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 323 |
|