Hunter Associates Investment Management’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 | $2.67M | Sell |
18,971
-6,504
| -26% | -$915K | 0.4% | 58 |
|
|
2025
Q1 | $2.97M | Buy |
25,475
+531
| +2% | +$61.9K | 0.46% | 54 |
|
|
2024
Q4 | $3.14M | Sell |
24,944
-178
| -0.7% | -$22.4K | 0.48% | 48 |
|
|
2024
Q3 | $2.62M | Sell |
25,122
-280
| -1% | -$29.2K | 0.41% | 59 |
|
|
2024
Q2 | $2.47M | Sell |
25,402
-126
| -0.5% | -$12.3K | 0.42% | 58 |
|
|
2024
Q1 | $2.4M | Sell |
25,528
-156
| -0.6% | -$14.7K | 0.4% | 61 |
|
|
2023
Q4 | $2.4M | Sell |
25,684
-336
| -1% | -$31.4K | 0.44% | 53 |
|
|
2023
Q3 | $2.13M | Sell |
26,020
-67
| -0.3% | -$5.47K | 0.43% | 54 |
|
|
2023
Q2 | $2.23M | Sell |
26,087
-491
| -2% | -$42K | 0.44% | 57 |
|
|
2023
Q1 | $2.34M | Sell |
26,578
-4,093
| -13% | -$360K | 0.5% | 55 |
|
|
2022
Q4 | $2.61M | Sell |
30,671
-2,537
| -8% | -$216K | 0.63% | 43 |
|
|
2022
Q3 | $2.62M | Sell |
33,208
-609
| -2% | -$48.1K | 0.68% | 41 |
|
|
2022
Q2 | $2.57M | Sell |
33,817
-5,647
| -14% | -$429K | 0.63% | 44 |
|
|
2022
Q1 | $3.45M | Sell |
39,464
-2,459
| -6% | -$215K | 1.11% | 20 |
|
|
2021
Q4 | $4.12M | Sell |
41,923
-300
| -0.7% | -$29.4K | 1.18% | 20 |
|
|
2021
Q3 | $4.11M | Buy |
42,223
+1,808
| +4% | +$176K | 1.32% | 20 |
|
|
2021
Q2 | $3.71M | Buy |
40,415
+2,881
| +8% | +$264K | 1.15% | 22 |
|
|
2021
Q1 | $2.92M | Buy |
+37,534
| New | +$2.92M | 0.67% | 41 |
|