Liontrust Investment 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 | $9.89M | Sell |
70,229
-31,351
| -31% | -$4.42M | 0.14% | 99 |
|
|
2025
Q1 | $11.9M | Buy |
101,580
+27,525
| +37% | +$3.21M | 0.19% | 89 |
|
|
2024
Q4 | $9.31M | Buy |
74,055
+4,055
| +6% | +$510K | 0.14% | 103 |
|
|
2024
Q3 | $6.8M | Hold |
70,000
| – | – | 0.1% | 110 |
|
|
2024
Q2 | $6.8M | Sell |
70,000
-23,000
| -25% | -$2.24M | 0.1% | 110 |
|
|
2024
Q1 | $8.76M | Sell |
93,000
-2,000
| -2% | -$188K | 0.12% | 106 |
|
|
2023
Q4 | $8.86M | Sell |
95,000
-11,000
| -10% | -$1.03M | 0.13% | 100 |
|
|
2023
Q3 | $8.66M | Buy |
106,000
+6,000
| +6% | +$490K | 0.14% | 95 |
|
|
2023
Q2 | $8.54M | Buy |
+100,000
| New | +$8.54M | 0.12% | 104 |
|
|
2022
Q3 | – | Sell |
-177,000
| Closed | -$13.5M | – | 258 |
|
|
2022
Q2 | $13.5M | Hold |
177,000
| – | – | 0.19% | 70 |
|
|
2022
Q1 | $15.5M | Buy |
177,000
+37,000
| +26% | +$3.23M | 0.2% | 58 |
|
|
2021
Q4 | $13.7M | Buy |
+140,000
| New | +$13.7M | 0.16% | 67 |
|