KCM Investment Advisors’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 | $2.9M | Sell |
20,553
-1,976
| -9% | -$278K | 0.1% | 133 |
|
|
2025
Q1 | $2.63M | Sell |
22,529
-630
| -3% | -$73.5K | 0.09% | 135 |
|
|
2024
Q4 | $2.91M | Sell |
23,159
-2,319
| -9% | -$292K | 0.1% | 129 |
|
|
2024
Q3 | $2.66M | Sell |
25,478
-338
| -1% | -$35.2K | 0.09% | 141 |
|
|
2024
Q2 | $2.51M | Sell |
25,816
-1,840
| -7% | -$179K | 0.09% | 137 |
|
|
2024
Q1 | $2.6M | Sell |
27,656
-1,299
| -4% | -$122K | 0.1% | 133 |
|
|
2023
Q4 | $2.7M | Sell |
28,955
-1,817
| -6% | -$169K | 0.11% | 128 |
|
|
2023
Q3 | $2.51M | Sell |
30,772
-1,023
| -3% | -$83.5K | 0.11% | 132 |
|
|
2023
Q2 | $2.72M | Sell |
31,795
-1,631
| -5% | -$139K | 0.11% | 134 |
|
|
2023
Q1 | $2.93M | Sell |
33,426
-1,635
| -5% | -$144K | 0.12% | 135 |
|
|
2022
Q4 | $2.98M | Buy |
35,061
+968
| +3% | +$82.3K | 0.13% | 129 |
|
|
2022
Q3 | $2.69M | Sell |
34,093
-569
| -2% | -$45K | 0.12% | 131 |
|
|
2022
Q2 | $2.64M | Sell |
34,662
-1,213
| -3% | -$92.2K | 0.12% | 131 |
|
|
2022
Q1 | $3.14M | Sell |
35,875
-1,288
| -3% | -$113K | 0.11% | 131 |
|
|
2021
Q4 | $3.65M | Buy |
37,163
+1,417
| +4% | +$139K | 0.13% | 128 |
|
|
2021
Q3 | $3.48M | Sell |
35,746
-611
| -2% | -$59.4K | 0.14% | 116 |
|
|
2021
Q2 | $3.33M | Sell |
36,357
-1,526
| -4% | -$140K | 0.13% | 116 |
|
|
2021
Q1 | $2.94M | Buy |
37,883
+2,185
| +6% | +$170K | 0.13% | 122 |
|
|
2020
Q4 | $2.45M | Sell |
35,698
-238
| -0.7% | -$16.3K | 0.12% | 124 |
|
|
2020
Q3 | $1.74M | Sell |
35,936
-1,059
| -3% | -$51.2K | 0.1% | 137 |
|
|
2020
Q2 | $1.79M | Sell |
36,995
-3,450
| -9% | -$167K | 0.1% | 136 |
|
|
2020
Q1 | $1.38M | Sell |
40,445
-8,198
| -17% | -$279K | 0.09% | 134 |
|
|
2019
Q4 | $2.49M | Sell |
48,643
-636
| -1% | -$32.5K | 0.14% | 121 |
|
|
2019
Q3 | $2.1M | Sell |
49,279
-2,373
| -5% | -$101K | 0.12% | 128 |
|
|
2019
Q2 | $2.26M | Sell |
51,652
-1,379
| -3% | -$60.4K | 0.14% | 127 |
|
|
2019
Q1 | $2.24M | Buy |
53,031
+5,171
| +11% | +$218K | 0.14% | 126 |
|
|
2018
Q4 | $1.9M | Sell |
47,860
-1,523
| -3% | -$60.4K | 0.13% | 150 |
|
|
2018
Q3 | $2.3M | Sell |
49,383
-8,532
| -15% | -$397K | 0.13% | 143 |
|
|
2018
Q2 | $2.75M | Sell |
57,915
-2,775
| -5% | -$132K | 0.17% | 125 |
|
|
2018
Q1 | $3.28M | Sell |
60,690
-1,042
| -2% | -$56.2K | 0.2% | 116 |
|
|
2017
Q4 | $3.24M | Sell |
61,732
-8,416
| -12% | -$442K | 0.19% | 125 |
|
|
2017
Q3 | $3.38M | Sell |
70,148
-3,928
| -5% | -$189K | 0.21% | 118 |
|
|
2017
Q2 | $3.3M | Sell |
74,076
-6,274
| -8% | -$280K | 0.21% | 124 |
|
|
2017
Q1 | $3.44M | Sell |
80,350
-1,563
| -2% | -$67K | 0.22% | 115 |
|
|
2016
Q4 | $3.46M | Buy |
81,913
+3,987
| +5% | +$168K | 0.23% | 114 |
|
|
2016
Q3 | $2.5M | Buy |
77,926
+997
| +1% | +$32K | 0.17% | 143 |
|
|
2016
Q2 | $2M | Buy |
76,929
+5,595
| +8% | +$145K | 0.14% | 172 |
|
|
2016
Q1 | $1.78M | Sell |
71,334
-1,653
| -2% | -$41.3K | 0.13% | 180 |
|
|
2015
Q4 | $2.32M | Sell |
72,987
-8,363
| -10% | -$266K | 0.18% | 138 |
|
|
2015
Q3 | $2.56M | Buy |
81,350
+2,148
| +3% | +$67.7K | 0.21% | 133 |
|
|
2015
Q2 | $3.07M | Buy |
79,202
+5,395
| +7% | +$209K | 0.24% | 119 |
|
|
2015
Q1 | $2.63M | Buy |
73,807
+29,987
| +68% | +$1.07M | 0.21% | 130 |
|
|
2014
Q4 | $1.7M | Buy |
43,820
+9,585
| +28% | +$372K | 0.14% | 180 |
|
|
2014
Q3 | $1.18M | Buy |
34,235
+4,960
| +17% | +$172K | 0.11% | 215 |
|
|
2014
Q2 | $946K | Buy |
29,275
+13,150
| +82% | +$425K | 0.09% | 233 |
|
|
2014
Q1 | $503K | Buy |
+16,125
| New | +$503K | 0.05% | 291 |
|