Longfellow 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 | $1.4M | Sell |
9,925
-1,374
| -12% | -$194K | 0.35% | 49 |
|
|
2025
Q1 | $1.32M | Buy |
11,299
+2,240
| +25% | +$261K | 0.32% | 42 |
|
|
2024
Q4 | $1.14M | Sell |
9,059
-2,886
| -24% | -$363K | 0.29% | 45 |
|
|
2024
Q3 | $1.25M | Buy |
11,945
+72
| +0.6% | +$7.51K | 0.31% | 45 |
|
|
2024
Q2 | $1.15M | Buy |
11,873
+81
| +0.7% | +$7.87K | 0.29% | 46 |
|
|
2024
Q1 | $1.11M | Buy |
11,792
+2,220
| +23% | +$209K | 0.25% | 46 |
|
|
2023
Q4 | $893K | Buy |
+9,572
| New | +$893K | 0.22% | 58 |
|
|
2022
Q3 | – | Sell |
-20,186
| Closed | -$1.54M | – | 356 |
|
|
2022
Q2 | $1.54M | Buy |
20,186
+5,064
| +33% | +$385K | 0.33% | 63 |
|
|
2022
Q1 | $1.32M | Buy |
+15,122
| New | +$1.32M | 0.21% | 111 |
|
|
2021
Q2 | – | Sell |
-10,273
| Closed | -$798K | – | 472 |
|
|
2021
Q1 | $798K | Sell |
10,273
-15,453
| -60% | -$1.2M | 0.1% | 194 |
|
|
2020
Q4 | $1.76M | Buy |
+25,726
| New | +$1.76M | 0.21% | 124 |
|