Hudson Valley Investment Advisors’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 | $9.43M | Sell |
66,936
-1,523
| -2% | -$215K | 1.03% | 26 |
|
|
2025
Q1 | $7.99M | Sell |
68,459
-778
| -1% | -$90.8K | 0.95% | 34 |
|
|
2024
Q4 | $8.7M | Sell |
69,237
-5,723
| -8% | -$720K | 0.99% | 32 |
|
|
2024
Q3 | $7.81M | Sell |
74,960
-699
| -0.9% | -$72.9K | 0.86% | 38 |
|
|
2024
Q2 | $7.07M | Sell |
75,659
-9,830
| -11% | -$919K | 0.92% | 38 |
|
|
2024
Q1 | $8.05M | Buy |
85,489
+20,810
| +32% | +$1.96M | 0.96% | 37 |
|
|
2023
Q4 | $6.05M | Sell |
64,679
-1,251
| -2% | -$117K | 0.83% | 41 |
|
|
2023
Q3 | $5.38M | Buy |
65,930
+1,274
| +2% | +$104K | 0.76% | 43 |
|
|
2023
Q2 | $5.52M | Buy |
64,656
+6,442
| +11% | +$550K | 0.75% | 42 |
|
|
2023
Q1 | $5.11M | Buy |
58,214
+5,720
| +11% | +$502K | 0.71% | 41 |
|
|
2022
Q4 | $4.46M | Buy |
52,494
+1,962
| +4% | +$167K | 0.67% | 42 |
|
|
2022
Q3 | $3.99M | Buy |
50,532
+1,341
| +3% | +$106K | 0.64% | 50 |
|
|
2022
Q2 | $3.74M | Sell |
49,191
-3,109
| -6% | -$236K | 0.58% | 51 |
|
|
2022
Q1 | $4.57M | Sell |
52,300
-1,293
| -2% | -$113K | 0.61% | 48 |
|
|
2021
Q4 | $5.26M | Buy |
53,593
+760
| +1% | +$74.6K | 0.82% | 36 |
|
|
2021
Q3 | $5.14M | Buy |
52,833
+2,930
| +6% | +$285K | 0.88% | 36 |
|
|
2021
Q2 | $4.58M | Buy |
49,903
+850
| +2% | +$77.9K | 0.8% | 39 |
|
|
2021
Q1 | $3.81M | Sell |
49,053
-377
| -0.8% | -$29.3K | 0.68% | 48 |
|
|
2020
Q4 | $3.39M | Buy |
49,430
+7,260
| +17% | +$497K | 0.65% | 49 |
|
|
2020
Q3 | $2.04M | Buy |
42,170
+5,165
| +14% | +$250K | 0.44% | 57 |
|
|
2020
Q2 | $1.79M | Buy |
37,005
+579
| +2% | +$28K | 0.42% | 63 |
|
|
2020
Q1 | $1.24M | Sell |
36,426
-5,739
| -14% | -$195K | 0.34% | 69 |
|
|
2019
Q4 | $2.16M | Buy |
42,165
+6,334
| +18% | +$324K | 0.46% | 60 |
|
|
2019
Q3 | $1.53M | Sell |
35,831
-3,180
| -8% | -$136K | 0.35% | 68 |
|
|
2019
Q2 | $1.71M | Buy |
39,011
+926
| +2% | +$40.6K | 0.4% | 66 |
|
|
2019
Q1 | $1.61M | Sell |
38,085
-2,220
| -6% | -$93.7K | 0.39% | 70 |
|
|
2018
Q4 | $1.6M | Buy |
40,305
+2,815
| +8% | +$112K | 0.37% | 71 |
|
|
2018
Q3 | $1.75M | Buy |
37,490
+483
| +1% | +$22.5K | 0.4% | 68 |
|
|
2018
Q2 | $1.75M | Buy |
37,007
+1,863
| +5% | +$88.3K | 0.43% | 66 |
|
|
2018
Q1 | $1.9M | Buy |
35,144
+3,335
| +10% | +$180K | 0.48% | 61 |
|
|
2017
Q4 | $1.67M | Buy |
31,809
+855
| +3% | +$44.9K | 0.41% | 68 |
|
|
2017
Q3 | $1.49M | Buy |
30,954
+432
| +1% | +$20.8K | 0.39% | 71 |
|
|
2017
Q2 | $1.36M | Buy |
30,522
+160
| +0.5% | +$7.13K | 0.37% | 73 |
|
|
2017
Q1 | $1.3M | Buy |
30,362
+345
| +1% | +$14.8K | 0.36% | 73 |
|
|
2016
Q4 | $1.27M | Buy |
30,017
+7,567
| +34% | +$320K | 0.37% | 72 |
|
|
2016
Q3 | $720K | Sell |
22,450
-240
| -1% | -$7.7K | 0.22% | 89 |
|
|
2016
Q2 | $589K | Buy |
22,690
+1,150
| +5% | +$29.9K | 0.19% | 97 |
|
|
2016
Q1 | $539K | Buy |
21,540
+6,025
| +39% | +$151K | 0.18% | 101 |
|
|
2015
Q4 | $494K | Buy |
15,515
+4,430
| +40% | +$141K | 0.15% | 111 |
|
|
2015
Q3 | $349K | Buy |
+11,085
| New | +$349K | 0.11% | 119 |
|