Highland Capital Management (Tennessee)’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 | $5.12M | Sell |
36,370
-10,022
| -22% | -$1.41M | 0.28% | 92 |
|
|
2025
Q1 | $5.41M | Buy |
46,392
+4,028
| +10% | +$470K | 0.32% | 81 |
|
|
2024
Q4 | $5.33M | Buy |
42,364
+4,561
| +12% | +$573K | 0.3% | 79 |
|
|
2024
Q3 | $3.94M | Sell |
37,803
-2,069
| -5% | -$216K | 0.22% | 114 |
|
|
2024
Q2 | $3.88M | Sell |
39,872
-3,210
| -7% | -$312K | 0.23% | 113 |
|
|
2024
Q1 | $4.06M | Sell |
43,082
-541
| -1% | -$50.9K | 0.23% | 117 |
|
|
2023
Q4 | $4.07M | Buy |
43,623
+420
| +1% | +$39.2K | 0.25% | 114 |
|
|
2023
Q3 | $3.53M | Sell |
43,203
-7,379
| -15% | -$603K | 0.24% | 122 |
|
|
2023
Q2 | $4.32M | Buy |
50,582
+330
| +0.7% | +$28.2K | 0.28% | 113 |
|
|
2023
Q1 | $4.41M | Buy |
50,252
+2,619
| +5% | +$230K | 0.33% | 102 |
|
|
2022
Q4 | $4.05M | Sell |
47,633
-230
| -0.5% | -$19.6K | 0.29% | 108 |
|
|
2022
Q3 | $3.78M | Sell |
47,863
-90
| -0.2% | -$7.11K | 0.29% | 104 |
|
|
2022
Q2 | $3.65M | Sell |
47,953
-187
| -0.4% | -$14.2K | 0.26% | 119 |
|
|
2022
Q1 | $4.21M | Buy |
48,140
+45,040
| +1,453% | +$3.94M | 0.25% | 125 |
|
|
2021
Q4 | $304K | Sell |
3,100
-500
| -14% | -$49K | 0.02% | 313 |
|
|
2021
Q3 | $350K | Buy |
+3,600
| New | +$350K | 0.02% | 299 |
|
|
2016
Q1 | – | Sell |
-71,141
| Closed | -$2.26M | – | 313 |
|
|
2015
Q4 | $2.26M | Sell |
71,141
-13,962
| -16% | -$444K | 0.18% | 148 |
|
|
2015
Q3 | $2.68M | Sell |
85,103
-645
| -0.8% | -$20.3K | 0.23% | 135 |
|
|
2015
Q2 | $3.33M | Buy |
+85,748
| New | +$3.33M | 0.26% | 120 |
|
|
2014
Q3 | – | Sell |
-173,408
| Closed | -$5.61M | – | 154 |
|
|
2014
Q2 | $5.61M | Sell |
173,408
-45
| -0% | -$1.46K | 1.05% | 36 |
|
|
2014
Q1 | $5.41M | Buy |
173,453
+1,055
| +0.6% | +$32.9K | 1.05% | 37 |
|
|
2013
Q4 | $5.41M | Buy |
172,398
+2,155
| +1% | +$67.6K | 1.08% | 41 |
|
|
2013
Q3 | $4.59M | Sell |
170,243
-1,610
| -0.9% | -$43.4K | 1.01% | 42 |
|
|
2013
Q2 | $4.2M | Buy |
+171,853
| New | +$4.2M | 0.96% | 41 |
|