Leavell Investment Management’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 | $3.24M | Buy |
22,998
+1,419
| +7% | +$200K | 0.15% | 154 |
|
|
2025
Q1 | $2.52M | Sell |
21,579
-900
| -4% | -$105K | 0.12% | 170 |
|
|
2024
Q4 | $2.83M | Buy |
22,479
+103
| +0.5% | +$12.9K | 0.14% | 149 |
|
|
2024
Q3 | $2.33M | Sell |
22,376
-75
| -0.3% | -$7.82K | 0.12% | 172 |
|
|
2024
Q2 | $2.18M | Buy |
22,451
+1,175
| +6% | +$114K | 0.12% | 170 |
|
|
2024
Q1 | $2M | Sell |
21,276
-1,136
| -5% | -$107K | 0.12% | 172 |
|
|
2023
Q4 | $2.09M | Buy |
22,412
+1,120
| +5% | +$104K | 0.13% | 160 |
|
|
2023
Q3 | $1.74M | Buy |
21,292
+1,430
| +7% | +$117K | 0.12% | 171 |
|
|
2023
Q2 | $1.7M | Buy |
19,862
+925
| +5% | +$79K | 0.12% | 178 |
|
|
2023
Q1 | $1.66M | Buy |
18,937
+160
| +0.9% | +$14.1K | 0.12% | 176 |
|
|
2022
Q4 | $1.6M | Sell |
18,777
-3,109
| -14% | -$264K | 0.12% | 181 |
|
|
2022
Q3 | $1.73M | Buy |
21,886
+2,369
| +12% | +$187K | 0.14% | 155 |
|
|
2022
Q2 | $1.48M | Buy |
19,517
+1,696
| +10% | +$129K | 0.11% | 176 |
|
|
2022
Q1 | $1.56M | Buy |
17,821
+1,800
| +11% | +$157K | 0.11% | 175 |
|
|
2021
Q4 | $1.57M | Buy |
16,021
+1,420
| +10% | +$139K | 0.1% | 180 |
|
|
2021
Q3 | $1.42M | Buy |
14,601
+3,105
| +27% | +$302K | 0.11% | 176 |
|
|
2021
Q2 | $893K | Hold |
11,496
| – | – | 0.07% | 220 |
|
|
2021
Q1 | $893K | Buy |
+11,496
| New | +$893K | 0.07% | 220 |
|