Independent Investors Inc’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 | $984K | Hold |
6,983
| – | – | 0.21% | 46 |
|
|
2025
Q1 | $815K | Sell |
6,983
-500
| -7% | -$58.3K | 0.17% | 50 |
|
|
2024
Q4 | $941K | Hold |
7,483
| – | – | 0.19% | 43 |
|
|
2024
Q3 | $780K | Hold |
7,483
| – | – | 0.16% | 51 |
|
|
2024
Q2 | $727K | Hold |
7,483
| – | – | 0.16% | 47 |
|
|
2024
Q1 | $705K | Hold |
7,483
| – | – | 0.17% | 50 |
|
|
2023
Q4 | $698K | Sell |
7,483
-133
| -2% | -$12.4K | 0.16% | 48 |
|
|
2023
Q3 | $622K | Hold |
7,616
| – | – | 0.16% | 49 |
|
|
2023
Q2 | $650K | Sell |
7,616
-600
| -7% | -$51.2K | 0.15% | 48 |
|
|
2023
Q1 | $721K | Hold |
8,216
| – | – | 0.18% | 48 |
|
|
2022
Q4 | $699K | Hold |
8,216
| – | – | 0.19% | 50 |
|
|
2022
Q3 | $649K | Hold |
8,216
| – | – | 0.18% | 49 |
|
|
2022
Q2 | $625K | Hold |
8,216
| – | – | 0.17% | 50 |
|
|
2022
Q1 | $718K | Hold |
8,216
| – | – | 0.16% | 53 |
|
|
2021
Q4 | $806K | Sell |
8,216
-500
| -6% | -$49.1K | 0.17% | 50 |
|
|
2021
Q3 | $848K | Buy |
8,716
+500
| +6% | +$48.6K | 0.21% | 50 |
|
|
2021
Q2 | $753K | Hold |
8,216
| – | – | 0.19% | 53 |
|
|
2021
Q1 | $638K | Buy |
8,216
+100
| +1% | +$7.77K | 0.17% | 56 |
|
|
2020
Q4 | $556K | Buy |
8,116
+1,000
| +14% | +$68.5K | 0.15% | 58 |
|
|
2020
Q3 | $344K | Hold |
7,116
| – | – | 0.1% | 63 |
|
|
2020
Q2 | $343K | Hold |
7,116
| – | – | 0.12% | 62 |
|
|
2020
Q1 | $241K | Hold |
7,116
| – | – | 0.1% | 68 |
|
|
2019
Q4 | $363K | Buy |
7,116
+100
| +1% | +$5.1K | 0.12% | 65 |
|
|
2019
Q3 | $299K | Buy |
+7,016
| New | +$299K | 0.11% | 67 |
|
|
2018
Q2 | – | Sell |
-4,150
| Closed | -$223K | – | 82 |
|
|
2018
Q1 | $223K | Sell |
4,150
-500
| -11% | -$26.9K | 0.09% | 80 |
|
|
2017
Q4 | $243K | Hold |
4,650
| – | – | 0.09% | 79 |
|
|
2017
Q3 | $223K | Hold |
4,650
| – | – | 0.09% | 78 |
|
|
2017
Q2 | $207K | Sell |
4,650
-900
| -16% | -$40.1K | 0.09% | 77 |
|
|
2017
Q1 | $237K | Hold |
5,550
| – | – | 0.1% | 77 |
|
|
2016
Q4 | $234K | Buy |
+5,550
| New | +$234K | 0.11% | 76 |
|
|
2015
Q4 | – | Sell |
-18,300
| Closed | -$576K | – | 80 |
|
|
2015
Q3 | $576K | Buy |
18,300
+400
| +2% | +$12.6K | 0.29% | 64 |
|
|
2015
Q2 | $694K | Hold |
17,900
| – | – | 0.31% | 61 |
|
|
2015
Q1 | $638K | Buy |
17,900
+1,700
| +10% | +$60.6K | 0.29% | 64 |
|
|
2014
Q4 | $628K | Sell |
16,200
-700
| -4% | -$27.1K | 0.28% | 66 |
|
|
2014
Q3 | $584K | Hold |
16,900
| – | – | 0.26% | 65 |
|
|
2014
Q2 | $546K | Hold |
16,900
| – | – | 0.25% | 70 |
|
|
2014
Q1 | $526K | Buy |
16,900
+1,200
| +8% | +$37.3K | 0.25% | 70 |
|
|
2013
Q4 | $492K | Buy |
15,700
+500
| +3% | +$15.7K | 0.24% | 73 |
|
|
2013
Q3 | $409K | Sell |
15,200
-875
| -5% | -$23.5K | 0.22% | 74 |
|
|
2013
Q2 | $392K | Buy |
+16,075
| New | +$392K | 0.22% | 80 |
|