InterOcean Capital Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $969K | Sell |
10,289
-311
| -3% | -$29.3K | 0.02% | 215 |
|
|
2023
Q4 | $988K | Sell |
10,600
-1,022
| -9% | -$95.3K | 0.03% | 202 |
|
|
2023
Q3 | $949K | Buy |
11,622
+89
| +0.8% | +$7.27K | 0.03% | 191 |
|
|
2023
Q2 | $985K | Sell |
11,533
-2,682
| -19% | -$229K | 0.03% | 184 |
|
|
2023
Q1 | $1.25M | Sell |
14,215
-7,490
| -35% | -$658K | 0.04% | 158 |
|
|
2022
Q4 | $1.85M | Sell |
21,705
-5,715
| -21% | -$486K | 0.07% | 131 |
|
|
2022
Q3 | $2.17M | Buy |
27,420
+754
| +3% | +$59.6K | 0.09% | 115 |
|
|
2022
Q2 | $2.03M | Buy |
26,666
+11,979
| +82% | +$911K | 0.08% | 111 |
|
|
2022
Q1 | $1.28M | Sell |
14,687
-698
| -5% | -$61K | 0.05% | 108 |
|
|
2021
Q4 | $1.51M | Buy |
15,385
+402
| +3% | +$39.5K | 0.07% | 102 |
|
|
2021
Q3 | $1.46M | Buy |
14,983
+1,102
| +8% | +$107K | 0.07% | 96 |
|
|
2021
Q2 | $1.27M | Sell |
13,881
-2,608
| -16% | -$239K | 0.07% | 107 |
|
|
2021
Q1 | $1.28M | Buy |
16,489
+9,444
| +134% | +$734K | 0.07% | 97 |
|
|
2020
Q4 | $483K | Buy |
+7,045
| New | +$483K | 0.03% | 134 |
|