Hartford Funds Management’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 | $1.04M | Buy |
7,416
+271
| +4% | +$38.2K | 0.09% | 47 |
|
|
2025
Q1 | $834K | Sell |
7,145
-724
| -9% | -$84.5K | 0.08% | 63 |
|
|
2024
Q4 | $989K | Sell |
7,869
-5,233
| -40% | -$658K | 0.09% | 43 |
|
|
2024
Q3 | $1.37M | Sell |
13,102
-926
| -7% | -$96.5K | 0.13% | 21 |
|
|
2024
Q2 | $1.36M | Buy |
14,028
+1,187
| +9% | +$115K | 0.13% | 18 |
|
|
2024
Q1 | $1.21M | Buy |
12,841
+1,572
| +14% | +$148K | 0.12% | 19 |
|
|
2023
Q4 | $1.05M | Buy |
11,269
+1,635
| +17% | +$152K | 0.1% | 20 |
|
|
2023
Q3 | $787K | Buy |
9,634
+669
| +7% | +$54.6K | 0.08% | 21 |
|
|
2023
Q2 | $766K | Buy |
8,965
+1,176
| +15% | +$100K | 0.08% | 18 |
|
|
2023
Q1 | $684K | Buy |
7,789
+847
| +12% | +$74.4K | 0.07% | 16 |
|
|
2022
Q4 | $590K | Buy |
6,942
+3,619
| +109% | +$308K | 0.06% | 20 |
|
|
2022
Q3 | $263K | Buy |
+3,323
| New | +$263K | 0.03% | 19 |
|