Harel Insurance Investments & Financial Services’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 | $297K | Sell |
2,111
-70
| -3% | -$9.85K | ﹤0.01% | 256 |
|
|
2025
Q1 | $254K | Buy |
2,181
+1,870
| +601% | +$218K | ﹤0.01% | 255 |
|
|
2024
Q4 | $39K | Hold |
311
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $32K | Hold |
311
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $30K | Hold |
311
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $29K | Hold |
311
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $29K | Hold |
311
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $25K | Hold |
311
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $27K | Hold |
311
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $27K | Hold |
311
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $26K | Sell |
311
-243,000
| -100% | -$20.3M | ﹤0.01% | 554 |
|
|
2022
Q3 | $19.2M | Hold |
243,311
| – | – | 0.47% | 48 |
|
|
2022
Q2 | $18.5M | Sell |
243,311
-979,600
| -80% | -$74.5M | 0.39% | 54 |
|
|
2022
Q1 | $107M | Sell |
1,222,911
-1,200
| -0.1% | -$105K | 1.75% | 18 |
|
|
2021
Q4 | $120M | Sell |
1,224,111
-618,660
| -34% | -$60.7M | 2.27% | 14 |
|
|
2021
Q3 | $179M | Sell |
1,842,771
-20,434
| -1% | -$1.99M | 4.67% | 3 |
|
|
2021
Q2 | $175M | Sell |
1,863,205
-309,853
| -14% | -$29.2M | 3.86% | 3 |
|
|
2021
Q1 | $171M | Buy |
2,173,058
+831,988
| +62% | +$65.6M | 3.23% | 5 |
|
|
2020
Q4 | $95.3M | Buy |
1,341,070
+867,504
| +183% | +$61.7M | 2.26% | 10 |
|
|
2020
Q3 | $22.9M | Buy |
+473,566
| New | +$22.9M | 0.78% | 37 |
|
|
2020
Q1 | – | Sell |
-3,093
| Closed | -$158K | – | 500 |
|
|
2019
Q4 | $158K | Buy |
+3,093
| New | +$158K | 0.01% | 224 |
|
|
2019
Q3 | – | Sell |
-452,722
| Closed | -$19.8M | – | 540 |
|
|
2019
Q2 | $19.8M | Sell |
452,722
-65,940
| -13% | -$2.89M | 1.06% | 26 |
|
|
2019
Q1 | $21.9M | Sell |
518,662
-72,055
| -12% | -$3.04M | 1.28% | 23 |
|
|
2018
Q4 | $23.4M | Buy |
590,717
+4,000
| +0.7% | +$159K | 1.44% | 19 |
|
|
2018
Q3 | $27.3M | Hold |
586,717
| – | – | 1.35% | 22 |
|
|
2018
Q2 | $27.8M | Buy |
586,717
+5,000
| +0.9% | +$237K | 1.47% | 24 |
|
|
2018
Q1 | $31.4M | Buy |
581,717
+91,350
| +19% | +$4.93M | 1.77% | 18 |
|
|
2017
Q4 | $25.7M | Buy |
490,367
+3,000
| +0.6% | +$157K | 1.61% | 18 |
|
|
2017
Q3 | $23.5M | Buy |
487,367
+129
| +0% | +$6.21K | 1.93% | 16 |
|
|
2017
Q2 | $21.7M | Sell |
487,238
-689
| -0.1% | -$30.7K | 1.75% | 19 |
|
|
2017
Q1 | $20.9M | Buy |
487,927
+12,060
| +3% | +$516K | 1.83% | 16 |
|
|
2016
Q4 | $15.3M | Hold |
475,867
| – | – | 2.16% | 14 |
|
|
2016
Q3 | $15.3M | Sell |
475,867
-1,850
| -0.4% | -$59.3K | 2.06% | 15 |
|
|
2016
Q2 | $12.4M | Sell |
477,717
-103,543
| -18% | -$2.69M | 1.49% | 22 |
|
|
2016
Q1 | $14.5M | Hold |
581,260
| – | – | 1.74% | 19 |
|
|
2015
Q4 | $18.5M | Buy |
+581,260
| New | +$18.5M | 2.14% | 17 |
|