Investors Research Corp’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	$1.35M	Hold	9,583	–	–	0.26%	70
2025 Q1	$1.12M	Buy	9,583 +33	+0.3%	+$3.85K	0.24%	86
2024 Q4	$1.2M	Sell	9,550 -400	-4%	-$50.3K	0.26%	76
2024 Q3	$1.04M	Sell	9,950 -2,466	-20%	-$257K	0.23%	98
2024 Q2	$1.21M	Hold	12,416	–	–	0.28%	74
2024 Q1	$1.17M	Sell	12,416 -850	-6%	-$80K	0.27%	86
2023 Q4	$1.24M	Hold	13,266	–	–	0.3%	69
2023 Q3	$1.08M	Hold	13,266	–	–	0.28%	81
2023 Q2	$1.13M	Hold	13,266	–	–	0.29%	85
2023 Q1	$1.16M	Sell	13,266 -400	-3%	-$35.1K	0.3%	80
2022 Q4	$1.16M	Buy	13,666 +250	+2%	+$21.3K	0.31%	80
2022 Q3	$1.06M	Hold	13,416	–	–	0.32%	68
2022 Q2	$1.02M	Hold	13,416	–	–	0.31%	77
2022 Q1	$1.17M	Hold	13,416	–	–	0.33%	80
2021 Q4	$1.32M	Hold	13,416	–	–	0.4%	67
2021 Q3	$1.31M	Hold	13,416	–	–	0.44%	64
2021 Q2	$1.23M	Hold	13,416	–	–	0.43%	72
2021 Q1	$1.04M	Sell	13,416 -115	-0.8%	-$8.93K	0.39%	86
2020 Q4	$927K	Hold	13,531	–	–	0.36%	77
2020 Q3	$654K	Hold	13,531	–	–	0.32%	93
2020 Q2	$654K	Hold	13,531	–	–	0.33%	98
2020 Q1	$460K	Sell	13,531 -500	-4%	-$17K	0.29%	117
2019 Q4	$717K	Hold	14,031	–	–	0.33%	94
2019 Q3	$599K	Hold	14,031	–	–	0.3%	116
2019 Q2	$615K	Sell	14,031 -250	-2%	-$11K	0.32%	110
2019 Q1	$603K	Hold	14,281	–	–	0.32%	107
2018 Q4	$566K	Hold	14,281	–	–	0.4%	102
2018 Q3	$665K	Hold	14,281	–	–	0.38%	99
2018 Q2	$677K	Buy	14,281 +56	+0.4%	+$2.66K	0.39%	93
2018 Q1	$768K	Sell	14,225 -600	-4%	-$32.4K	0.47%	63
2017 Q4	$778K	Buy	+14,825	New	+$778K	0.48%	60