IEQ Capital’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 | $10.4M | Sell |
73,632
-53,177
| -42% | -$7.49M | 0.06% | 243 |
|
|
2025
Q1 | $14.8M | Buy |
126,809
+27,998
| +28% | +$3.27M | 0.12% | 131 |
|
|
2024
Q4 | $12.4M | Sell |
98,811
-18,213
| -16% | -$2.29M | 0.12% | 108 |
|
|
2024
Q3 | $12.2M | Buy |
117,024
+5,795
| +5% | +$604K | 0.15% | 100 |
|
|
2024
Q2 | $10.8M | Buy |
111,229
+6,389
| +6% | +$621K | 0.15% | 98 |
|
|
2024
Q1 | $9.87M | Buy |
104,840
+3,823
| +4% | +$360K | 0.14% | 102 |
|
|
2023
Q4 | $9.42M | Buy |
101,017
+1,927
| +2% | +$180K | 0.16% | 93 |
|
|
2023
Q3 | $8.09M | Buy |
99,090
+171
| +0.2% | +$14K | 0.16% | 93 |
|
|
2023
Q2 | $8.45M | Sell |
98,919
-8,841
| -8% | -$755K | 0.17% | 92 |
|
|
2023
Q1 | $9.46M | Buy |
107,760
+18,815
| +21% | +$1.65M | 0.22% | 75 |
|
|
2022
Q4 | $7.56M | Buy |
88,945
+10,784
| +14% | +$917K | 0.21% | 85 |
|
|
2022
Q3 | $6.18M | Sell |
78,161
-16,280
| -17% | -$1.29M | 0.17% | 97 |
|
|
2022
Q2 | $7.18M | Sell |
94,441
-13,071
| -12% | -$994K | 0.22% | 76 |
|
|
2022
Q1 | $9.4M | Buy |
107,512
+4,156
| +4% | +$363K | 0.22% | 71 |
|
|
2021
Q4 | $10.1M | Buy |
103,356
+21,022
| +26% | +$2.06M | 0.23% | 64 |
|
|
2021
Q3 | $7.94M | Buy |
82,334
+1,191
| +1% | +$115K | 0.21% | 67 |
|
|
2021
Q2 | $7.44M | Buy |
81,143
+513
| +0.6% | +$47K | 0.22% | 67 |
|
|
2021
Q1 | $6.26M | Buy |
80,630
+913
| +1% | +$70.9K | 0.26% | 60 |
|
|
2020
Q4 | $5.46M | Buy |
79,717
+3,913
| +5% | +$268K | 0.24% | 72 |
|
|
2020
Q3 | $3.67M | Buy |
75,804
+3,230
| +4% | +$156K | 0.2% | 81 |
|
|
2020
Q2 | $3.51M | Sell |
72,574
-3,783
| -5% | -$183K | 0.23% | 72 |
|
|
2020
Q1 | $2.59M | Buy |
76,357
+63,743
| +505% | +$2.16M | 0.21% | 73 |
|
|
2019
Q4 | $621K | Buy |
+12,614
| New | +$621K | 0.05% | 195 |
|