Leuthold 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 | $9.53M | Sell |
67,646
-1,016
| -1% | -$143K | 1.14% | 21 |
|
|
2025
Q1 | $8.01M | Sell |
68,662
-5,301
| -7% | -$618K | 1.04% | 25 |
|
|
2024
Q4 | $9.3M | Sell |
73,963
-2,560
| -3% | -$322K | 1.12% | 22 |
|
|
2024
Q3 | $7.98M | Buy |
76,523
+9,695
| +15% | +$1.01M | 0.89% | 39 |
|
|
2024
Q2 | $6.5M | Buy |
+66,828
| New | +$6.5M | 0.75% | 46 |
|
|
2023
Q2 | – | Sell |
-7,351
| Closed | -$645K | – | 221 |
|
|
2023
Q1 | $645K | Sell |
7,351
-413
| -5% | -$36.3K | 0.09% | 145 |
|
|
2022
Q4 | $660K | Sell |
7,764
-58,450
| -88% | -$4.97M | 0.09% | 144 |
|
|
2022
Q3 | $5.23M | Sell |
66,214
-22,766
| -26% | -$1.8M | 0.79% | 42 |
|
|
2022
Q2 | $6.77M | Sell |
88,980
-36,136
| -29% | -$2.75M | 0.96% | 26 |
|
|
2022
Q1 | $10.9M | Sell |
125,116
-428
| -0.3% | -$37.4K | 1.4% | 14 |
|
|
2021
Q4 | $12.3M | Sell |
125,544
-2,870
| -2% | -$282K | 1.44% | 16 |
|
|
2021
Q3 | $12.5M | Buy |
128,414
+351
| +0.3% | +$34.2K | 1.53% | 16 |
|
|
2021
Q2 | $11.7M | Sell |
128,063
-2,469
| -2% | -$226K | 1.44% | 15 |
|
|
2021
Q1 | $10.1M | Sell |
130,532
-10,000
| -7% | -$777K | 1.28% | 19 |
|
|
2020
Q4 | $9.63M | Buy |
140,532
+35,751
| +34% | +$2.45M | 1.27% | 20 |
|
|
2020
Q3 | $5.07M | Sell |
104,781
-2,179
| -2% | -$105K | 0.69% | 47 |
|
|
2020
Q2 | $5.17M | Sell |
106,960
-2,896
| -3% | -$140K | 0.77% | 46 |
|
|
2020
Q1 | $3.74M | Sell |
109,856
-7,483
| -6% | -$254K | 0.67% | 50 |
|
|
2019
Q4 | $6M | Buy |
117,339
+98,134
| +511% | +$5.02M | 0.78% | 47 |
|
|
2019
Q3 | $819K | Buy |
+19,205
| New | +$819K | 0.11% | 111 |
|
|
2018
Q2 | – | Sell |
-50,457
| Closed | -$2.72M | – | 227 |
|
|
2018
Q1 | $2.72M | Sell |
50,457
-27,203
| -35% | -$1.47M | 0.31% | 119 |
|
|
2017
Q4 | $4.08M | Sell |
77,660
-2,626
| -3% | -$138K | 0.41% | 98 |
|
|
2017
Q3 | $3.87M | Buy |
80,286
+57,135
| +247% | +$2.75M | 0.39% | 107 |
|
|
2017
Q2 | $1.03M | Sell |
23,151
-565
| -2% | -$25.2K | 0.11% | 154 |
|
|
2017
Q1 | $1.02M | Sell |
23,716
-1,966
| -8% | -$84.2K | 0.11% | 152 |
|
|
2016
Q4 | $1.09M | Buy |
+25,682
| New | +$1.09M | 0.12% | 153 |
|