KLCM 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	$1.35M	Hold	9,557	–	–	0.14%	73
2025 Q1	$1.12M	Sell	9,557 -176	-2%	-$20.5K	0.13%	78
2024 Q4	$1.22M	Buy	9,733 +915	+10%	+$115K	0.14%	72
2024 Q3	$919K	Buy	8,818 +82	+0.9%	+$8.55K	0.11%	83
2024 Q2	$849K	Hold	8,736	–	–	0.1%	79
2024 Q1	$823K	Buy	8,736 +1,572	+22%	+$148K	0.11%	81
2023 Q4	$668K	Sell	7,164 -246	-3%	-$22.9K	0.1%	85
2023 Q3	$605K	Buy	7,410 +46	+0.6%	+$3.76K	0.11%	77
2023 Q2	$629K	Buy	7,364 +1,383	+23%	+$118K	0.12%	76
2023 Q1	$525K	Buy	5,981 +234	+4%	+$20.5K	0.1%	78
2022 Q4	$489K	Buy	5,747 +1,100	+24%	+$93.5K	0.1%	82
2022 Q3	$367K	Hold	4,647	–	–	0.09%	86
2022 Q2	$353K	Hold	4,647	–	–	0.08%	86
2022 Q1	$406K	Hold	4,647	–	–	0.09%	77
2021 Q4	$456K	Sell	4,647 -131	-3%	-$12.9K	0.1%	72
2021 Q3	$465K	Hold	4,778	–	–	0.1%	71
2021 Q2	$438K	Buy	4,778 +644	+16%	+$59K	0.1%	70
2021 Q1	$321K	Hold	4,134	–	–	0.07%	81
2020 Q4	$283K	Sell	4,134 -33	-0.8%	-$2.26K	0.07%	81
2020 Q3	$201K	Buy	+4,167	New	+$201K	0.06%	89
2020 Q1	–	Sell	-3,999	Closed	-$204K	–	101
2019 Q4	$204K	Buy	+3,999	New	+$204K	0.05%	95
2019 Q2	–	Sell	-5,684	Closed	-$240K	–	106
2019 Q1	$240K	Sell	5,684 -1,317	-19%	-$55.6K	0.06%	83
2018 Q4	$278K	Buy	+7,001	New	+$278K	0.08%	70
2018 Q2	–	Sell	-3,817	Closed	-$206K	–	97
2018 Q1	$206K	Hold	3,817	–	–	0.06%	81
2017 Q4	$200K	Buy	+3,817	New	+$200K	0.05%	81