Kessler Investment Group’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 | $2.11K | Hold |
15
| – | – | ﹤0.01% | 178 |
|
|
2025
Q1 | $1.75K | Hold |
15
| – | – | ﹤0.01% | 181 |
|
|
2024
Q4 | $1.89K | Hold |
15
| – | – | ﹤0.01% | 149 |
|
|
2024
Q3 | $1.56K | Hold |
15
| – | – | ﹤0.01% | 153 |
|
|
2024
Q2 | $1.46K | Hold |
15
| – | – | ﹤0.01% | 165 |
|
|
2024
Q1 | $1.41K | Buy |
+15
| New | +$1.41K | ﹤0.01% | 159 |
|
|
2022
Q2 | – | Sell |
-50,351
| Closed | -$4.4M | – | 182 |
|
|
2022
Q1 | $4.4M | Sell |
50,351
-257
| -0.5% | -$22.5K | 2.55% | 16 |
|
|
2021
Q4 | $4.97M | Buy |
50,608
+10,237
| +25% | +$1M | 2.79% | 16 |
|
|
2021
Q3 | $3.93M | Buy |
+40,371
| New | +$3.93M | 2.79% | 14 |
|
|
2018
Q4 | – | Sell |
-242
| Closed | -$11K | – | 129 |
|
|
2018
Q3 | $11K | Sell |
242
-20,574
| -99% | -$935K | 0.01% | 114 |
|
|
2018
Q2 | $987K | Sell |
20,816
-631
| -3% | -$29.9K | 1.18% | 28 |
|
|
2018
Q1 | $1.16M | Buy |
+21,447
| New | +$1.16M | 1.47% | 23 |
|
|
2015
Q4 | – | Sell |
-16,515
| Closed | -$520K | – | 106 |
|
|
2015
Q3 | $520K | Sell |
16,515
-116
| -0.7% | -$3.65K | 0.86% | 37 |
|
|
2015
Q2 | $645K | Buy |
+16,631
| New | +$645K | 1.03% | 36 |
|
|
2013
Q4 | – | Sell |
-3,464
| Closed | -$93K | – | 169 |
|
|
2013
Q3 | $93K | Buy |
+3,464
| New | +$93K | 0.25% | 56 |
|