HIP
HUB Investment Partners’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
182,319
+6,668
| +4% | +$939K | 0.86% | 23 |
|
|
2025
Q1 | $20.5M | Sell |
175,651
-874
| -0.5% | -$102K | 0.81% | 27 |
|
|
2024
Q4 | $22.2M | Buy |
176,525
+3,311
| +2% | +$416K | 0.93% | 22 |
|
|
2024
Q3 | $18.1M | Sell |
173,214
-2,481
| -1% | -$259K | 0.79% | 30 |
|
|
2024
Q2 | $17.1M | Buy |
175,695
+736
| +0.4% | +$71.5K | 0.65% | 28 |
|
|
2024
Q1 | $16.5M | Buy |
174,959
+4,841
| +3% | +$456K | 0.9% | 24 |
|
|
2023
Q4 | $15.9M | Buy |
170,118
+131,071
| +336% | +$12.2M | 1.08% | 19 |
|
|
2023
Q3 | $3.19M | Buy |
39,047
+4,402
| +13% | +$360K | 0.48% | 52 |
|
|
2023
Q2 | $2.96M | Buy |
34,645
+3,188
| +10% | +$272K | 0.49% | 53 |
|
|
2023
Q1 | $2.76M | Buy |
+31,457
| New | +$2.76M | 0.57% | 44 |
|
|
2022
Q4 | – | Sell |
-26,547
| Closed | -$2.1M | – | 135 |
|
|
2022
Q3 | $2.1M | Buy |
26,547
+913
| +4% | +$72.1K | 0.63% | 44 |
|
|
2022
Q2 | $1.95M | Buy |
25,634
+4,861
| +23% | +$370K | 0.61% | 52 |
|
|
2022
Q1 | $1.82M | Buy |
20,773
+3,613
| +21% | +$316K | 0.43% | 57 |
|
|
2021
Q4 | $1.68M | Buy |
17,160
+620
| +4% | +$60.8K | 0.39% | 65 |
|
|
2021
Q3 | $1.61M | Buy |
+16,540
| New | +$1.61M | 0.38% | 69 |
|