Janney Montgomery Scott’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 | $46.2M | Sell |
327,631
-5,665
| -2% | -$798K | 0.12% | 174 |
|
|
2025
Q1 | $38.9M | Buy |
333,296
+19,771
| +6% | +$2.31M | 0.11% | 185 |
|
|
2024
Q4 | $39.4M | Sell |
313,525
-3,714
| -1% | -$467K | 0.11% | 187 |
|
|
2024
Q3 | $33.1M | Buy |
317,239
+17,036
| +6% | +$1.78M | 0.09% | 222 |
|
|
2024
Q2 | $29.2M | Sell |
300,203
-25,316
| -8% | -$2.46M | 0.09% | 230 |
|
|
2024
Q1 | $30.7M | Sell |
325,519
-14,388
| -4% | -$1.35M | 0.09% | 227 |
|
|
2023
Q4 | $31.7M | Sell |
339,907
-6,204
| -2% | -$579K | 0.1% | 194 |
|
|
2023
Q3 | $28.3M | Buy |
346,111
+17,378
| +5% | +$1.42M | 0.11% | 183 |
|
|
2023
Q2 | $28.1M | Buy |
328,733
+11,206
| +4% | +$957K | 0.1% | 197 |
|
|
2023
Q1 | $27.9M | Sell |
317,527
-19,734
| -6% | -$1.73M | 0.11% | 179 |
|
|
2022
Q4 | $28.7M | Sell |
337,261
-4,776
| -1% | -$406K | 0.11% | 175 |
|
|
2022
Q3 | $27M | Buy |
342,037
+15,703
| +5% | +$1.24M | 0.12% | 168 |
|
|
2022
Q2 | $25.1M | Sell |
326,334
-51,900
| -14% | -$4M | 0.11% | 183 |
|
|
2022
Q1 | $33.1M | Buy |
378,234
+65,570
| +21% | +$5.73M | 0.14% | 147 |
|
|
2021
Q4 | $30.7M | Buy |
312,664
+7,813
| +3% | +$767K | 0.12% | 176 |
|
|
2021
Q3 | $29.7M | Sell |
304,851
-563
| -0.2% | -$54.8K | 0.13% | 161 |
|
|
2021
Q2 | $28M | Buy |
305,414
+20,334
| +7% | +$1.86M | 0.12% | 172 |
|
|
2021
Q1 | $22.1M | Buy |
285,080
+25,922
| +10% | +$2.01M | 0.11% | 185 |
|
|
2020
Q4 | $17.8M | Sell |
259,158
-7,248
| -3% | -$497K | 0.09% | 222 |
|
|
2020
Q3 | $12.9M | Buy |
266,406
+8,622
| +3% | +$417K | 0.07% | 251 |
|
|
2020
Q2 | $12.5M | Buy |
257,784
+218,732
| +560% | +$10.6M | 0.08% | 245 |
|
|
2020
Q1 | $1.33M | Buy |
39,052
+3,355
| +9% | +$114K | 0.01% | 842 |
|
|
2019
Q4 | $1.83M | Buy |
35,697
+3,390
| +10% | +$173K | 0.01% | 835 |
|
|
2019
Q3 | $1.38M | Buy |
32,307
+5,015
| +18% | +$214K | 0.01% | 895 |
|
|
2019
Q2 | $1.2M | Sell |
27,292
-2,549
| -9% | -$112K | 0.01% | 961 |
|
|
2019
Q1 | $1.26M | Sell |
29,841
-4,227
| -12% | -$178K | 0.01% | 896 |
|
|
2018
Q4 | $1.35M | Sell |
34,068
-5,992
| -15% | -$238K | 0.01% | 787 |
|
|
2018
Q3 | $1.87M | Buy |
40,060
+8,473
| +27% | +$395K | 0.02% | 729 |
|
|
2018
Q2 | $1.5M | Buy |
31,587
+7,292
| +30% | +$346K | 0.01% | 788 |
|
|
2018
Q1 | $1.31M | Buy |
24,295
+888
| +4% | +$47.9K | 0.01% | 842 |
|
|
2017
Q4 | $1.23M | Buy |
23,407
+4,497
| +24% | +$236K | 0.01% | 859 |
|
|
2017
Q3 | $911K | Buy |
18,910
+5,054
| +36% | +$243K | 0.01% | 972 |
|
|
2017
Q2 | $617K | Sell |
13,856
-777
| -5% | -$34.6K | 0.01% | 1089 |
|
|
2017
Q1 | $627K | Sell |
14,633
-11,926
| -45% | -$511K | 0.01% | 1054 |
|
|
2016
Q4 | $1.12M | Sell |
26,559
-4,835
| -15% | -$204K | 0.02% | 734 |
|
|
2016
Q3 | $1.01M | Sell |
31,394
-16,634
| -35% | -$534K | 0.02% | 661 |
|
|
2016
Q2 | $1.25M | Buy |
48,028
+24,014
| +100% | +$624K | 0.03% | 366 |
|
|
2016
Q1 | $601K | Sell |
24,014
-2,470
| -9% | -$61.8K | 0.02% | 701 |
|
|
2015
Q4 | $842K | Sell |
26,484
-4,023
| -13% | -$128K | 0.02% | 607 |
|
|
2015
Q3 | $961K | Buy |
30,507
+1
| +0% | +$32 | 0.03% | 552 |
|
|
2015
Q2 | $1.18M | Buy |
30,506
+2,574
| +9% | +$99.8K | 0.02% | 696 |
|
|
2015
Q1 | $997K | Buy |
27,932
+5,188
| +23% | +$185K | 0.02% | 892 |
|
|
2014
Q4 | $882K | Buy |
22,744
+2,370
| +12% | +$92K | 0.02% | 937 |
|
|
2014
Q3 | $704K | Buy |
20,374
+1,617
| +9% | +$55.9K | 0.01% | 1036 |
|
|
2014
Q2 | $606K | Buy |
18,757
+2,841
| +18% | +$91.8K | 0.01% | 1102 |
|
|
2014
Q1 | $496K | Sell |
15,916
-1,866
| -10% | -$58.2K | 0.01% | 1140 |
|
|
2013
Q4 | $558K | Sell |
17,782
-1,021
| -5% | -$32K | 0.01% | 1018 |
|
|
2013
Q3 | $507K | Buy |
18,803
+4,441
| +31% | +$120K | 0.02% | 986 |
|
|
2013
Q2 | $351K | Buy |
+14,362
| New | +$351K | 0.04% | 490 |
|