Ipswich Investment Management’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 | $391K | Sell |
2,774
-79
| -3% | -$11.1K | 0.09% | 134 |
|
|
2025
Q1 | $333K | Hold |
2,853
| – | – | 0.08% | 141 |
|
|
2024
Q4 | $359K | Hold |
2,853
| – | – | 0.09% | 143 |
|
|
2024
Q3 | $297K | Sell |
2,853
-1
| -0% | -$104 | 0.07% | 159 |
|
|
2024
Q2 | $277K | Sell |
2,854
-14
| -0.5% | -$1.36K | 0.06% | 162 |
|
|
2024
Q1 | $270K | Hold |
2,868
| – | – | 0.06% | 169 |
|
|
2023
Q4 | $267K | Hold |
2,868
| – | – | 0.07% | 163 |
|
|
2023
Q3 | $234K | Sell |
2,868
-100
| -3% | -$8.17K | 0.06% | 162 |
|
|
2023
Q2 | $253K | Sell |
2,968
-100
| -3% | -$8.54K | 0.07% | 164 |
|
|
2023
Q1 | $269K | Hold |
3,068
| – | – | 0.07% | 155 |
|
|
2022
Q4 | $261K | Hold |
3,068
| – | – | 0.07% | 155 |
|
|
2022
Q3 | $242K | Sell |
3,068
-583
| -16% | -$46K | 0.08% | 156 |
|
|
2022
Q2 | $278K | Sell |
3,651
-996
| -21% | -$75.8K | 0.08% | 156 |
|
|
2022
Q1 | $406K | Buy |
4,647
+115
| +3% | +$10K | 0.1% | 138 |
|
|
2021
Q4 | $445K | Sell |
4,532
-200
| -4% | -$19.6K | 0.1% | 142 |
|
|
2021
Q3 | $460K | Buy |
4,732
+300
| +7% | +$29.2K | 0.12% | 133 |
|
|
2021
Q2 | $406K | Hold |
4,432
| – | – | 0.1% | 147 |
|
|
2021
Q1 | $344K | Buy |
+4,432
| New | +$344K | 0.1% | 145 |
|