Kovitz Investment Group Partners’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 | $35.6M | Buy |
252,610
+13,235
| +6% | +$1.86M | 0.15% | 127 |
|
|
2025
Q1 | $27.9M | Sell |
239,375
-685
| -0.3% | -$79.9K | 0.14% | 137 |
|
|
2024
Q4 | $30.2M | Sell |
240,060
-622
| -0.3% | -$78.2K | 0.15% | 128 |
|
|
2024
Q3 | $23.4M | Buy |
240,682
+106,981
| +80% | +$10.4M | 0.17% | 116 |
|
|
2024
Q2 | $13M | Buy |
133,701
+20,883
| +19% | +$2.03M | 0.11% | 133 |
|
|
2024
Q1 | $10.6M | Buy |
112,818
+93,812
| +494% | +$8.83M | 0.14% | 107 |
|
|
2023
Q4 | $1.77M | Sell |
19,006
-6,514
| -26% | -$607K | 0.03% | 241 |
|
|
2023
Q3 | $2.08M | Buy |
25,520
+6,443
| +34% | +$526K | 0.04% | 228 |
|
|
2023
Q2 | $1.63M | Buy |
19,077
+95
| +0.5% | +$8.11K | 0.02% | 253 |
|
|
2023
Q1 | $1.67M | Sell |
18,982
-1,493
| -7% | -$131K | 0.03% | 253 |
|
|
2022
Q4 | $1.74M | Sell |
20,475
-122
| -0.6% | -$10.4K | 0.03% | 237 |
|
|
2022
Q3 | $1.63M | Buy |
20,597
+951
| +5% | +$75.1K | 0.04% | 233 |
|
|
2022
Q2 | $1.49M | Sell |
19,646
-242
| -1% | -$18.4K | 0.03% | 240 |
|
|
2022
Q1 | $1.74M | Sell |
19,888
-3,350
| -14% | -$293K | 0.03% | 236 |
|
|
2021
Q4 | $1.59M | Sell |
23,238
-1,259
| -5% | -$86.3K | 0.04% | 225 |
|
|
2021
Q3 | $2.38M | Buy |
24,497
+20
| +0.1% | +$1.95K | 0.05% | 217 |
|
|
2021
Q2 | $2.24M | Sell |
24,477
-723
| -3% | -$66.3K | 0.04% | 228 |
|
|
2021
Q1 | $1.96M | Buy |
25,200
+1,963
| +8% | +$152K | 0.05% | 215 |
|
|
2020
Q4 | $1.59M | Buy |
23,237
+2,577
| +12% | +$177K | 0.04% | 220 |
|
|
2020
Q3 | $999K | Buy |
+20,660
| New | +$999K | 0.03% | 254 |
|
|
2020
Q2 | – | Sell |
-8,593
| Closed | -$292K | – | 379 |
|
|
2020
Q1 | $292K | Sell |
8,593
-33,420
| -80% | -$1.14M | 0.01% | 325 |
|
|
2019
Q4 | $2.15M | Sell |
42,013
-2,966
| -7% | -$152K | 0.06% | 188 |
|
|
2019
Q3 | $1.92M | Buy |
44,979
+7,526
| +20% | +$321K | 0.06% | 201 |
|
|
2019
Q2 | $1.64M | Buy |
37,453
+9,875
| +36% | +$433K | 0.05% | 208 |
|
|
2019
Q1 | $1.16M | Buy |
27,578
+20,322
| +280% | +$858K | 0.04% | 258 |
|
|
2018
Q4 | $288K | Buy |
+7,256
| New | +$288K | 0.01% | 236 |
|
|
2018
Q1 | – | Sell |
-4,170
| Closed | -$219 | – | 148 |
|
|
2017
Q4 | $219 | Sell |
4,170
-85
| -2% | -$4 | 0.01% | 155 |
|
|
2017
Q3 | $205K | Buy |
+4,255
| New | +$205K | 0.01% | 151 |
|