HI
Hoey Investments’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Buy |
36,065
+8,814
| +32% | +$1.24M | 0.74% | 16 |
|
|
2025
Q1 | $3.18M | Sell |
27,251
-3,710
| -12% | -$433K | 0.62% | 15 |
|
|
2024
Q4 | $3.89M | Buy |
30,961
+11,292
| +57% | +$1.42M | 0.65% | 16 |
|
|
2024
Q3 | $1.91M | Hold |
19,669
| – | – | 0.36% | 22 |
|
|
2024
Q2 | $1.91M | Sell |
19,669
-666
| -3% | -$64.7K | 0.36% | 22 |
|
|
2024
Q1 | $1.91M | Sell |
20,335
-415
| -2% | -$39.1K | 0.42% | 20 |
|
|
2023
Q4 | $1.93M | Sell |
20,750
-8,072
| -28% | -$753K | 0.54% | 18 |
|
|
2023
Q3 | $2.35M | Sell |
28,822
-1,676
| -5% | -$137K | 0.78% | 18 |
|
|
2023
Q2 | $2.6M | Sell |
30,498
-1,463
| -5% | -$125K | 0.85% | 16 |
|
|
2023
Q1 | $2.81M | Buy |
31,961
+4,109
| +15% | +$361K | 1.1% | 13 |
|
|
2022
Q4 | $2.37M | Sell |
27,852
-3,725
| -12% | -$317K | 1.02% | 14 |
|
|
2022
Q3 | $2.5M | Buy |
31,577
+13,814
| +78% | +$1.09M | 0.98% | 13 |
|
|
2022
Q2 | $1.35M | Buy |
17,763
+607
| +4% | +$46.2K | 0.58% | 20 |
|
|
2022
Q1 | $1.5M | Buy |
17,156
+9,669
| +129% | +$845K | 0.41% | 24 |
|
|
2021
Q4 | $735K | Buy |
7,487
+200
| +3% | +$19.6K | 0.19% | 36 |
|
|
2021
Q3 | $709K | Sell |
7,287
-3,500
| -32% | -$341K | 0.21% | 39 |
|
|
2021
Q2 | $989K | Sell |
10,787
-9,412
| -47% | -$863K | 0.29% | 40 |
|
|
2021
Q1 | $1.57M | Buy |
20,199
+6,979
| +53% | +$542K | 0.53% | 24 |
|
|
2020
Q4 | $906K | Buy |
+13,220
| New | +$906K | 0.33% | 23 |
|