Gryphon Financial Partners’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 | $1.37M | Buy |
9,691
+1,160
| +14% | +$163K | 0.18% | 85 |
|
|
2025
Q1 | $995K | Buy |
8,531
+1,861
| +28% | +$217K | 0.14% | 94 |
|
|
2024
Q4 | $839K | Sell |
6,670
-325
| -5% | -$40.9K | 0.12% | 100 |
|
|
2024
Q3 | $729K | Buy |
6,995
+27
| +0.4% | +$2.81K | 0.1% | 129 |
|
|
2024
Q2 | $677K | Buy |
6,968
+1,551
| +29% | +$151K | 0.1% | 123 |
|
|
2024
Q1 | $510K | Sell |
5,417
-9,322
| -63% | -$878K | 0.08% | 150 |
|
|
2023
Q4 | $1.42M | Buy |
14,739
+11,295
| +328% | +$1.08M | 0.25% | 57 |
|
|
2023
Q3 | $281K | Sell |
3,444
-1,676
| -33% | -$137K | 0.07% | 149 |
|
|
2023
Q2 | $437K | Sell |
5,120
-858
| -14% | -$73.3K | 0.09% | 114 |
|
|
2023
Q1 | $525K | Sell |
5,978
-1,216
| -17% | -$107K | 0.12% | 96 |
|
|
2022
Q4 | $612K | Sell |
7,194
-1,567
| -18% | -$133K | 0.15% | 83 |
|
|
2022
Q3 | $692K | Sell |
8,761
-832
| -9% | -$65.7K | 0.17% | 68 |
|
|
2022
Q2 | $730K | Sell |
9,593
-222
| -2% | -$16.9K | 0.18% | 64 |
|
|
2022
Q1 | $858K | Sell |
9,815
-389
| -4% | -$34K | 0.17% | 64 |
|
|
2021
Q4 | $1M | Sell |
10,204
-1,609
| -14% | -$158K | 0.19% | 62 |
|
|
2021
Q3 | $1.15M | Buy |
11,813
+1,590
| +16% | +$155K | 0.26% | 48 |
|
|
2021
Q2 | $566K | Buy |
10,223
+463
| +5% | +$25.6K | 0.13% | 80 |
|
|
2021
Q1 | $758K | Buy |
9,760
+107
| +1% | +$8.31K | 0.17% | 63 |
|
|
2020
Q4 | $661K | Sell |
9,653
-455
| -5% | -$31.2K | 0.17% | 70 |
|
|
2020
Q3 | $490K | Buy |
10,108
+21
| +0.2% | +$1.02K | 0.14% | 81 |
|
|
2020
Q2 | $488K | Buy |
10,087
+926
| +10% | +$44.8K | 0.15% | 68 |
|
|
2020
Q1 | $312K | Buy |
9,161
+552
| +6% | +$18.8K | 0.11% | 97 |
|
|
2019
Q4 | $441K | Sell |
8,609
-344
| -4% | -$17.6K | 0.11% | 96 |
|
|
2019
Q3 | $382K | Buy |
8,953
+516
| +6% | +$22K | 0.11% | 100 |
|
|
2019
Q2 | $370K | Buy |
+8,437
| New | +$370K | 0.11% | 102 |
|
|
2018
Q3 | – | Sell |
-2,319
| Closed | -$110K | – | 597 |
|
|
2018
Q2 | $110K | Sell |
2,319
-110
| -5% | -$5.22K | 0.05% | 124 |
|
|
2018
Q1 | $131K | Sell |
2,429
-9
| -0.4% | -$485 | 0.07% | 111 |
|
|
2017
Q4 | $128K | Buy |
+2,438
| New | +$128K | 0.07% | 113 |
|