Ironwood Investment Counsel’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 | $2.42M | Buy |
17,185
+56
| +0.3% | +$7.89K | 0.37% | 66 |
|
|
2025
Q1 | $2M | Buy |
17,129
+366
| +2% | +$42.7K | 0.35% | 74 |
|
|
2024
Q4 | $2.11M | Buy |
16,763
+388
| +2% | +$48.8K | 0.36% | 68 |
|
|
2024
Q3 | $1.71M | Buy |
16,375
+382
| +2% | +$39.8K | 0.28% | 83 |
|
|
2024
Q2 | $1.55M | Buy |
15,993
+19
| +0.1% | +$1.85K | 0.28% | 88 |
|
|
2024
Q1 | $1.5M | Buy |
15,974
+478
| +3% | +$45K | 0.26% | 90 |
|
|
2023
Q4 | $1.45M | Buy |
15,496
+367
| +2% | +$34.2K | 0.27% | 90 |
|
|
2023
Q3 | $1.24M | Sell |
15,129
-788
| -5% | -$64.4K | 0.26% | 91 |
|
|
2023
Q2 | $1.36M | Buy |
15,917
+1,487
| +10% | +$127K | 0.31% | 76 |
|
|
2023
Q1 | $1.27M | Buy |
14,430
+97
| +0.7% | +$8.52K | 0.3% | 79 |
|
|
2022
Q4 | $1.22M | Buy |
14,333
+175
| +1% | +$14.9K | 0.3% | 85 |
|
|
2022
Q3 | $1.12M | Buy |
14,158
+937
| +7% | +$74K | 0.32% | 80 |
|
|
2022
Q2 | $1.01M | Buy |
13,221
+1,407
| +12% | +$107K | 0.28% | 85 |
|
|
2022
Q1 | $1.03M | Buy |
11,814
+780
| +7% | +$68.1K | 0.25% | 86 |
|
|
2021
Q4 | $1.08M | Buy |
11,034
+796
| +8% | +$78.1K | 0.25% | 86 |
|
|
2021
Q3 | $996K | Buy |
10,238
+951
| +10% | +$92.5K | 0.26% | 80 |
|
|
2021
Q2 | $851K | Buy |
9,287
+901
| +11% | +$82.6K | 0.23% | 85 |
|
|
2021
Q1 | $651K | Buy |
8,386
+1,164
| +16% | +$90.4K | 0.19% | 101 |
|
|
2020
Q4 | $494K | Buy |
+7,222
| New | +$494K | 0.11% | 135 |
|
|
2020
Q3 | – | Sell |
-4,514
| Closed | -$218K | – | 196 |
|
|
2020
Q2 | $218K | Buy |
+4,514
| New | +$218K | 0.07% | 170 |
|