Lowe Brockenbrough & Co’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 | $12.5M | Sell |
88,439
-1,187
| -1% | -$167K | 0.7% | 41 |
|
|
2025
Q1 | $10.5M | Buy |
89,626
+1,234
| +1% | +$144K | 0.69% | 48 |
|
|
2024
Q4 | $11.1M | Sell |
88,392
-811
| -0.9% | -$102K | 0.71% | 43 |
|
|
2024
Q3 | $9.3M | Sell |
89,203
-13,150
| -13% | -$1.37M | 0.59% | 54 |
|
|
2024
Q2 | $9.95M | Sell |
102,353
-302
| -0.3% | -$29.4K | 0.66% | 48 |
|
|
2024
Q1 | $9.67M | Buy |
102,655
+15,080
| +17% | +$1.42M | 0.65% | 50 |
|
|
2023
Q4 | $8.17M | Sell |
87,575
-13,915
| -14% | -$1.3M | 0.63% | 48 |
|
|
2023
Q3 | $8.29M | Buy |
101,490
+604
| +0.6% | +$49.3K | 0.64% | 52 |
|
|
2023
Q2 | $8.62M | Buy |
100,886
+1,673
| +2% | +$143K | 0.65% | 49 |
|
|
2023
Q1 | $8.71M | Sell |
99,213
-534
| -0.5% | -$46.9K | 0.71% | 45 |
|
|
2022
Q4 | $8.48M | Buy |
99,747
+3,224
| +3% | +$274K | 0.74% | 46 |
|
|
2022
Q3 | $7.63M | Sell |
96,523
-9,089
| -9% | -$718K | 0.73% | 46 |
|
|
2022
Q2 | $8.03M | Buy |
105,612
+1,720
| +2% | +$131K | 0.7% | 46 |
|
|
2022
Q1 | $9.08M | Buy |
103,892
+3,417
| +3% | +$299K | 0.67% | 49 |
|
|
2021
Q4 | $9.86M | Sell |
100,475
-36,533
| -27% | -$3.59M | 0.72% | 48 |
|
|
2021
Q3 | $13.3M | Buy |
137,008
+1,522
| +1% | +$148K | 1.04% | 27 |
|
|
2021
Q2 | $12.4M | Buy |
135,486
+2,385
| +2% | +$219K | 1.12% | 30 |
|
|
2021
Q1 | $10.3M | Sell |
133,101
-726
| -0.5% | -$56.4K | 1% | 33 |
|
|
2020
Q4 | $9.17M | Buy |
133,827
+2,651
| +2% | +$182K | 0.99% | 33 |
|
|
2020
Q3 | $6.34M | Buy |
131,176
+434
| +0.3% | +$21K | 0.79% | 45 |
|
|
2020
Q2 | $6.32M | Buy |
130,742
+3,566
| +3% | +$172K | 0.85% | 40 |
|
|
2020
Q1 | $4.32M | Buy |
127,176
+955
| +0.8% | +$32.5K | 0.71% | 48 |
|
|
2019
Q4 | $6.45M | Sell |
126,221
-165
| -0.1% | -$8.43K | 0.8% | 42 |
|
|
2019
Q3 | $5.39M | Buy |
126,386
+62
| +0% | +$2.65K | 0.72% | 50 |
|
|
2019
Q2 | $5.53M | Buy |
126,324
+3,458
| +3% | +$151K | 0.75% | 48 |
|
|
2019
Q1 | $5.19M | Buy |
122,866
+7,452
| +6% | +$314K | 0.73% | 48 |
|
|
2018
Q4 | $4.58M | Buy |
115,414
+735
| +0.6% | +$29.1K | 0.75% | 46 |
|
|
2018
Q3 | $5.34M | Buy |
114,679
+1,880
| +2% | +$87.6K | 0.75% | 46 |
|
|
2018
Q2 | $5.35M | Buy |
112,799
+595
| +0.5% | +$28.2K | 0.79% | 45 |
|
|
2018
Q1 | $6.06M | Sell |
112,204
-2,100
| -2% | -$113K | 0.9% | 40 |
|
|
2017
Q4 | $6M | Sell |
114,304
-1,105
| -1% | -$58K | 0.86% | 40 |
|
|
2017
Q3 | $5.56M | Sell |
115,409
-685
| -0.6% | -$33K | 0.85% | 41 |
|
|
2017
Q2 | $5.17M | Buy |
116,094
+233
| +0.2% | +$10.4K | 0.81% | 44 |
|
|
2017
Q1 | $4.96M | Sell |
115,861
-1,195
| -1% | -$51.2K | 0.79% | 44 |
|
|
2016
Q4 | $4.95M | Buy |
117,056
+1,575
| +1% | +$66.5K | 0.83% | 43 |
|
|
2016
Q3 | $3.7M | Sell |
115,481
-1,648
| -1% | -$52.8K | 0.64% | 55 |
|
|
2016
Q2 | $3.04M | Sell |
117,129
-5,295
| -4% | -$138K | 0.53% | 65 |
|
|
2016
Q1 | $3.06M | Buy |
122,424
+1,565
| +1% | +$39.1K | 0.53% | 65 |
|
|
2015
Q4 | $3.85M | Sell |
120,859
-6,025
| -5% | -$192K | 0.66% | 55 |
|
|
2015
Q3 | $4M | Buy |
126,884
+179
| +0.1% | +$5.64K | 0.7% | 54 |
|
|
2015
Q2 | $4.92M | Buy |
126,705
+2,350
| +2% | +$91.2K | 0.79% | 53 |
|
|
2015
Q1 | $4.44M | Buy |
124,355
+1,140
| +0.9% | +$40.7K | 0.7% | 56 |
|
|
2014
Q4 | $4.78M | Buy |
123,215
+40,770
| +49% | +$1.58M | 0.76% | 49 |
|
|
2014
Q3 | $2.85M | Buy |
+82,445
| New | +$2.85M | 0.45% | 77 |
|