Logan Capital 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 | $4.79M | Sell |
33,973
-36
| -0.1% | -$5.07K | 0.22% | 114 |
|
|
2025
Q1 | $3.97M | Sell |
34,009
-3,982
| -10% | -$465K | 0.18% | 126 |
|
|
2024
Q4 | $4.78M | Sell |
37,991
-299
| -0.8% | -$37.6K | 0.2% | 115 |
|
|
2024
Q3 | $3.99M | Sell |
38,290
-2,516
| -6% | -$262K | 0.16% | 132 |
|
|
2024
Q2 | $3.97M | Sell |
40,806
-27,930
| -41% | -$2.71M | 0.17% | 128 |
|
|
2024
Q1 | $6.47M | Buy |
68,736
+10,737
| +19% | +$1.01M | 0.28% | 102 |
|
|
2023
Q4 | $5.41M | Sell |
57,999
-14,999
| -21% | -$1.4M | 0.25% | 107 |
|
|
2023
Q3 | $5.96M | Sell |
72,998
-4,817
| -6% | -$393K | 0.3% | 95 |
|
|
2023
Q2 | $6.65M | Sell |
77,815
-974
| -1% | -$83.2K | 0.32% | 85 |
|
|
2023
Q1 | $6.92M | Buy |
78,789
+7,127
| +10% | +$626K | 0.34% | 86 |
|
|
2022
Q4 | $6.09M | Sell |
71,662
-1,906
| -3% | -$162K | 0.31% | 91 |
|
|
2022
Q3 | $5.81M | Buy |
73,568
+4,547
| +7% | +$359K | 0.35% | 81 |
|
|
2022
Q2 | $5.25M | Buy |
69,021
+16,510
| +31% | +$1.26M | 0.3% | 88 |
|
|
2022
Q1 | $4.59M | Buy |
52,511
+14,190
| +37% | +$1.24M | 0.22% | 111 |
|
|
2021
Q4 | $3.76M | Buy |
38,321
+344
| +0.9% | +$33.8K | 0.16% | 125 |
|
|
2021
Q3 | $3.7M | Buy |
37,977
+2,391
| +7% | +$233K | 0.17% | 127 |
|
|
2021
Q2 | $3.26M | Buy |
+35,586
| New | +$3.26M | 0.15% | 129 |
|