Horizon Kinetics Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,943
| Closed | -$202K | – | 348 |
|
|
2020
Q4 | $202K | Sell |
2,943
-3,776
| -56% | -$259K | 0.01% | 323 |
|
|
2020
Q3 | $325K | Buy |
6,719
+2,021
| +43% | +$97.8K | 0.01% | 282 |
|
|
2020
Q2 | $227K | Sell |
4,698
-5,741
| -55% | -$277K | 0.01% | 324 |
|
|
2020
Q1 | $355K | Buy |
10,439
+910
| +10% | +$30.9K | 0.02% | 247 |
|
|
2019
Q4 | $487K | Buy |
9,529
+2,778
| +41% | +$142K | 0.01% | 248 |
|
|
2019
Q3 | $288K | Sell |
6,751
-7,704
| -53% | -$329K | 0.01% | 402 |
|
|
2019
Q2 | $633K | Sell |
14,455
-118
| -0.8% | -$5.17K | 0.02% | 231 |
|
|
2019
Q1 | $615K | Buy |
+14,573
| New | +$615K | 0.02% | 233 |
|