LGT Fund 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 | $541K | Sell |
3,838
-4,161
| -52% | -$586K | 0.05% | 182 |
|
|
2025
Q1 | $933K | Buy |
7,999
+785
| +11% | +$91.6K | 0.08% | 152 |
|
|
2024
Q4 | $907K | Sell |
7,214
-933
| -11% | -$117K | 0.08% | 165 |
|
|
2024
Q3 | $852K | Buy |
8,147
+205
| +3% | +$21.4K | 0.09% | 135 |
|
|
2024
Q2 | $772K | Buy |
+7,942
| New | +$772K | 0.1% | 125 |
|
|
2023
Q4 | – | Sell |
-15,090
| Closed | -$1.21M | – | 117 |
|
|
2023
Q3 | $1.21M | Buy |
15,090
+1,200
| +9% | +$96.5K | 0.59% | 66 |
|
|
2023
Q2 | $1.19M | Sell |
13,890
-3,250
| -19% | -$278K | 0.55% | 65 |
|
|
2023
Q1 | $1.5M | Buy |
+17,140
| New | +$1.5M | 0.64% | 62 |
|
|
2022
Q3 | – | Sell |
-37,000
| Closed | -$2.81M | – | 160 |
|
|
2022
Q2 | $2.81M | Sell |
37,000
-10,000
| -21% | -$761K | 0.41% | 71 |
|
|
2022
Q1 | $4.09M | Sell |
47,000
-46,000
| -49% | -$4M | 0.54% | 48 |
|
|
2021
Q4 | $9.13M | Buy |
+93,000
| New | +$9.13M | 2.63% | 7 |
|