HSBC Holdings’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474M | Sell |
3,370,723
-307,212
| -8% | -$43.2M | 0.28% | 53 |
|
|
2025
Q1 | $428M | Buy |
3,677,935
+217,427
| +6% | +$25.3M | 0.26% | 57 |
|
|
2024
Q4 | $435M | Buy |
3,460,508
+79,359
| +2% | +$9.98M | 0.25% | 61 |
|
|
2024
Q3 | $352M | Buy |
3,381,149
+119,901
| +4% | +$12.5M | 0.21% | 78 |
|
|
2024
Q2 | $317M | Sell |
3,261,248
-102,561
| -3% | -$9.96M | 0.19% | 82 |
|
|
2024
Q1 | $317M | Buy |
3,363,809
+21,832
| +0.7% | +$2.06M | 0.21% | 81 |
|
|
2023
Q4 | $312M | Sell |
3,341,977
-114,630
| -3% | -$10.7M | 0.27% | 62 |
|
|
2023
Q3 | $282M | Buy |
3,456,607
+196,364
| +6% | +$16M | 0.29% | 55 |
|
|
2023
Q2 | $279M | Buy |
3,260,243
+272,548
| +9% | +$23.3M | 0.28% | 60 |
|
|
2023
Q1 | $262M | Buy |
2,987,695
+266,803
| +10% | +$23.4M | 0.31% | 55 |
|
|
2022
Q4 | $231M | Buy |
2,720,892
+448,403
| +20% | +$38.1M | 0.27% | 64 |
|
|
2022
Q3 | $181M | Buy |
2,272,489
+314,045
| +16% | +$25M | 0.3% | 51 |
|
|
2022
Q2 | $151M | Sell |
1,958,444
-47,110
| -2% | -$3.62M | 0.21% | 68 |
|
|
2022
Q1 | $178M | Sell |
2,005,554
-2,277
| -0.1% | -$202K | 0.22% | 66 |
|
|
2021
Q4 | $198M | Sell |
2,007,831
-251,270
| -11% | -$24.7M | 0.18% | 77 |
|
|
2021
Q3 | $221M | Sell |
2,259,101
-30,226
| -1% | -$2.96M | 0.22% | 67 |
|
|
2021
Q2 | $209M | Buy |
2,289,327
+196,665
| +9% | +$17.9M | 0.22% | 70 |
|
|
2021
Q1 | $164M | Buy |
2,092,662
+39,358
| +2% | +$3.08M | 0.19% | 88 |
|
|
2020
Q4 | $140M | Buy |
2,053,304
+750,264
| +58% | +$51.1M | 0.19% | 90 |
|
|
2020
Q3 | $62.7M | Buy |
1,303,040
+144,300
| +12% | +$6.95M | 0.1% | 158 |
|
|
2020
Q2 | $56M | Sell |
1,158,740
-211,116
| -15% | -$10.2M | 0.11% | 147 |
|
|
2020
Q1 | $47.2M | Sell |
1,369,856
-39,887
| -3% | -$1.37M | 0.11% | 163 |
|
|
2019
Q4 | $72.1M | Sell |
1,409,743
-464,330
| -25% | -$23.7M | 0.13% | 135 |
|
|
2019
Q3 | $80M | Sell |
1,874,073
-84,378
| -4% | -$3.6M | 0.15% | 107 |
|
|
2019
Q2 | $85.8M | Sell |
1,958,451
-680,446
| -26% | -$29.8M | 0.16% | 101 |
|
|
2019
Q1 | $111M | Buy |
2,638,897
+248,348
| +10% | +$10.5M | 0.2% | 84 |
|
|
2018
Q4 | $94.8M | Sell |
2,390,549
-1,382,581
| -37% | -$54.8M | 0.18% | 94 |
|
|
2018
Q3 | $176M | Buy |
3,773,130
+859,438
| +29% | +$40M | 0.28% | 51 |
|
|
2018
Q2 | $138M | Buy |
2,913,692
+223,227
| +8% | +$10.6M | 0.25% | 59 |
|
|
2018
Q1 | $145M | Sell |
2,690,465
-3,058,369
| -53% | -$165M | 0.22% | 72 |
|
|
2017
Q4 | $302M | Buy |
5,748,834
+1,924,877
| +50% | +$101M | 0.44% | 46 |
|
|
2017
Q3 | $184M | Buy |
3,823,957
+21,261
| +0.6% | +$1.02M | 0.3% | 54 |
|
|
2017
Q2 | $169M | Buy |
3,802,696
+2,132,802
| +128% | +$95M | 0.31% | 51 |
|
|
2017
Q1 | $71.8M | Buy |
1,669,894
+560,960
| +51% | +$24.1M | 0.15% | 114 |
|
|
2016
Q4 | $46.9M | Sell |
1,108,934
-231,628
| -17% | -$9.79M | 0.11% | 156 |
|
|
2016
Q3 | $42.9M | Sell |
1,340,562
-207,825
| -13% | -$6.65M | 0.11% | 169 |
|
|
2016
Q2 | $40.2M | Buy |
1,548,387
+70,239
| +5% | +$1.82M | 0.11% | 170 |
|
|
2016
Q1 | $37M | Sell |
1,478,148
-316,367
| -18% | -$7.91M | 0.1% | 194 |
|
|
2015
Q4 | $57.1M | Sell |
1,794,515
-516,094
| -22% | -$16.4M | 0.14% | 146 |
|
|
2015
Q3 | $72.8M | Sell |
2,310,609
-40,021
| -2% | -$1.26M | 0.18% | 103 |
|
|
2015
Q2 | $91.1M | Buy |
2,350,630
+52,315
| +2% | +$2.03M | 0.19% | 109 |
|
|
2015
Q1 | $82.1M | Buy |
2,298,315
+274,781
| +14% | +$9.81M | 0.16% | 115 |
|
|
2014
Q4 | $78.5M | Buy |
2,023,534
+254,512
| +14% | +$9.88M | 0.16% | 114 |
|
|
2014
Q3 | $61.2M | Buy |
1,769,022
+91,262
| +5% | +$3.15M | 0.13% | 152 |
|
|
2014
Q2 | $54.2M | Buy |
1,677,760
+34,118
| +2% | +$1.1M | 0.12% | 163 |
|
|
2014
Q1 | $51.2M | Buy |
1,643,642
+302,915
| +23% | +$9.44M | 0.12% | 162 |
|
|
2013
Q4 | $42M | Sell |
1,340,727
-523,255
| -28% | -$16.4M | 0.11% | 172 |
|
|
2013
Q3 | $50.2M | Sell |
1,863,982
-44,024
| -2% | -$1.19M | 0.14% | 139 |
|
|
2013
Q2 | $46.6M | Buy |
+1,908,006
| New | +$46.6M | 0.14% | 138 |
|