Ken Fisher’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39B | Buy |
24,045,186
+749,150
|
|
||||
|
2025
Q1 | $2.72B | Buy |
23,296,036
+462,099
|
|
||||
|
2024
Q4 | $2.87B | Buy |
22,833,937
+428,956
|
|
||||
|
2024
Q3 | $2.34B | Buy |
22,404,981
+590,872
|
|
||||
|
2024
Q2 | $2.12B | Buy |
21,814,109
+1,031,032
|
|
||||
|
2024
Q1 | $1.96B | Buy |
20,783,077
+554,743
|
|
||||
|
2023
Q4 | $1.89B | Buy |
20,228,334
+495,055
|
|
||||
|
2023
Q3 | $1.61B | Sell |
19,733,279
-182,649
|
|
||||
|
2023
Q2 | $1.7B | Buy |
19,915,928
+592,284
|
|
||||
|
2023
Q1 | $1.7B | Buy |
19,323,644
+350,375
|
|
||||
|
2022
Q4 | $1.61B | Buy |
18,973,269
+556,833
|
|
||||
|
2022
Q3 | $1.46B | Buy |
18,416,436
+7,514,505
|
|
||||
|
2022
Q2 | $829M | Buy |
10,901,931
+132,655
|
|
||||
|
2022
Q1 | $941M | Buy |
10,769,276
+321,207
|
|
||||
|
2021
Q4 | $1.03B | Buy |
10,448,069
+474,238
|
|
||||
|
2021
Q3 | $971M | Buy |
9,973,831
+231,534
|
|
||||
|
2021
Q2 | $893M | Buy |
9,742,297
+235,518
|
|
||||
|
2021
Q1 | $738M | Buy |
9,506,779
+236,496
|
|
||||
|
2020
Q4 | $635M | Buy |
9,270,283
+392,165
|
|
||||
|
2020
Q3 | $429M | Buy |
8,878,118
+415,914
|
|
||||
|
2020
Q2 | $409M | Buy |
8,462,204
+7,907,255
|
|
||||
|
2020
Q1 | $18.9M | Sell |
554,949
-1,165,544
|
|
||||
|
2019
Q4 | $88M | Sell |
1,720,493
-66,240
|
|
||||
|
2019
Q3 | $76.2M | Sell |
1,786,733
-61,221
|
|
||||
|
2019
Q2 | $81M | Sell |
1,847,954
-52,018
|
|
||||
|
2019
Q1 | $80.2M | Sell |
1,899,972
-42,055
|
|
||||
|
2018
Q4 | $77M | Buy |
1,942,027
+14,996
|
|
||||
|
2018
Q3 | $89.7M | Sell |
1,927,031
-86,366
|
|
||||
|
2018
Q2 | $95.4M | Sell |
2,013,397
-53,842
|
|
||||
|
2018
Q1 | $112M | Sell |
2,067,239
-51,997
|
|
||||
|
2017
Q4 | $111M | Sell |
2,119,236
-44,243
|
|
||||
|
2017
Q3 | $104M | Sell |
2,163,479
-26,930
|
|
||||
|
2017
Q2 | $97.6M | Sell |
2,190,409
-14,748
|
|
||||
|
2017
Q1 | $94.5M | Sell |
2,205,157
-102,994
|
|
||||
|
2016
Q4 | $97.5M | Sell |
2,308,151
-41,884
|
|
||||
|
2016
Q3 | $75.3M | Buy |
2,350,035
+2,039,560
|
|
||||
|
2016
Q2 | $8.21M | Sell |
310,475
-54,982
|
|
||||
|
2016
Q1 | $9.41M | Buy |
365,457
+9,798
|
|
||||
|
2015
Q4 | $11.3M | Buy |
355,659
+3,332
|
|
||||
|
2015
Q3 | $11.1M | Buy |
352,327
+2,462
|
|
||||
|
2015
Q2 | $13.6M | Sell |
349,865
-159
|
|
||||
|
2015
Q1 | $12.5M | Buy |
350,024
+3,101
|
|
||||
|
2014
Q4 | $13.5M | Buy |
346,923
+339,566
|
|
||||
|
2014
Q3 | $254K | Buy |
7,357
+112
|
|
||||
|
2014
Q2 | $234K | Sell |
7,245
-2,250
|
|
||||
|
2014
Q1 | $296K | Buy |
9,495
+1,771
|
|
||||
|
2013
Q4 | $242K | Sell |
7,724
-17
|
|
||||
|
2013
Q3 | $209K | Sell |
7,741
-4,519
|
|
||||
|
2013
Q2 | $300K | Buy |
+12,260
|
|