Institutional & Family Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.53M | Sell |
46,631
-1,291
| -3% | -$125K | 0.69% | 45 |
|
|
2024
Q1 | $4.51M | Sell |
47,922
-3,588
| -7% | -$338K | 0.72% | 45 |
|
|
2023
Q4 | $4.8M | Sell |
51,510
-550
| -1% | -$51.3K | 0.79% | 30 |
|
|
2023
Q3 | $4.25M | Buy |
52,060
+64
| +0.1% | +$5.23K | 0.7% | 48 |
|
|
2023
Q2 | $4.44M | Sell |
51,996
-270
| -0.5% | -$23.1K | 0.72% | 46 |
|
|
2023
Q1 | $4.59M | Sell |
52,266
-4,488
| -8% | -$394K | 0.76% | 46 |
|
|
2022
Q4 | $4.83M | Sell |
56,754
-84
| -0.1% | -$7.14K | 0.8% | 34 |
|
|
2022
Q3 | $4.49M | Buy |
56,838
+11,197
| +25% | +$885K | 0.8% | 32 |
|
|
2022
Q2 | $3.47M | Buy |
45,641
+2,536
| +6% | +$193K | 0.6% | 56 |
|
|
2022
Q1 | $3.77M | Buy |
43,105
+543
| +1% | +$47.5K | 0.59% | 56 |
|
|
2021
Q4 | $4.18M | Sell |
42,562
-1,756
| -4% | -$172K | 0.65% | 40 |
|
|
2021
Q3 | $4.31M | Sell |
44,318
-3,671
| -8% | -$357K | 0.69% | 35 |
|
|
2021
Q2 | $4.4M | Sell |
47,989
-7,707
| -14% | -$707K | 0.73% | 32 |
|
|
2021
Q1 | $4.33M | Buy |
55,696
+11,833
| +27% | +$919K | 0.84% | 22 |
|
|
2020
Q4 | $3.01M | Sell |
43,863
-10,996
| -20% | -$754K | 0.63% | 52 |
|
|
2020
Q3 | $2.65M | Sell |
54,859
-19,759
| -26% | -$955K | 0.62% | 60 |
|
|
2020
Q2 | $3.6M | Sell |
74,618
-9,511
| -11% | -$459K | 0.75% | 34 |
|
|
2020
Q1 | $2.86M | Buy |
84,129
+23,982
| +40% | +$815K | 0.66% | 58 |
|
|
2019
Q4 | $3.08M | Sell |
60,147
-6,714
| -10% | -$343K | 0.65% | 60 |
|
|
2019
Q3 | $2.85M | Buy |
66,861
+640
| +1% | +$27.3K | 0.63% | 63 |
|
|
2019
Q2 | $2.9M | Sell |
66,221
-7,436
| -10% | -$326K | 0.63% | 65 |
|
|
2019
Q1 | $3.11M | Buy |
73,657
+3,635
| +5% | +$153K | 0.65% | 65 |
|
|
2018
Q4 | $2.78M | Buy |
70,022
+8,980
| +15% | +$356K | 0.62% | 67 |
|
|
2018
Q3 | $2.84M | Buy |
61,042
+622
| +1% | +$29K | 0.56% | 70 |
|
|
2018
Q2 | $2.86M | Buy |
60,420
+60,330
| +67,033% | +$2.86M | 0.6% | 68 |
|
|
2018
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 598 |
|