Janney Capital 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 | $16M | Sell |
113,400
-1,420
| -1% | -$200K | 1.03% | 22 |
|
|
2025
Q1 | $13.4M | Sell |
114,820
-6,187
| -5% | -$722K | 0.92% | 34 |
|
|
2024
Q4 | $15.2M | Sell |
121,007
-26,341
| -18% | -$3.31M | 1.01% | 27 |
|
|
2024
Q3 | $15.4M | Sell |
147,348
-2,026
| -1% | -$211K | 1.04% | 30 |
|
|
2024
Q2 | $14.5M | Sell |
149,374
-6,613
| -4% | -$643K | 1.02% | 28 |
|
|
2024
Q1 | $14.7M | Buy |
155,987
+152,948
| +5,033% | +$14.4M | 0.98% | 29 |
|
|
2023
Q4 | $283K | Sell |
3,039
-284
| -9% | -$26.4K | 0.02% | 210 |
|
|
2023
Q3 | $271K | Hold |
3,323
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $284K | Sell |
3,323
-7
| -0.2% | -$598 | 0.02% | 206 |
|
|
2023
Q1 | $292K | Buy |
3,330
+168
| +5% | +$14.7K | 0.02% | 188 |
|
|
2022
Q4 | $269K | Buy |
3,162
+1
| +0% | +$85 | 0.02% | 210 |
|
|
2022
Q3 | $250K | Buy |
3,161
+72
| +2% | +$5.69K | 0.02% | 190 |
|
|
2022
Q2 | $235K | Hold |
3,089
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $270K | Buy |
3,089
+66
| +2% | +$5.77K | 0.02% | 179 |
|
|
2021
Q4 | $297K | Hold |
3,023
| – | – | 0.02% | 178 |
|
|
2021
Q3 | $294K | Hold |
3,023
| – | – | 0.02% | 173 |
|
|
2021
Q2 | $277K | Hold |
3,023
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $235K | Buy |
+3,023
| New | +$235K | 0.02% | 190 |
|