Luther King Capital Management (LKCM)’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 | $2.73M | Buy |
19,356
+1,827
| +10% | +$257K | 0.01% | 303 |
|
|
2025
Q1 | $2.05M | Sell |
17,529
-70
| -0.4% | -$8.17K | 0.01% | 318 |
|
|
2024
Q4 | $2.21M | Sell |
17,599
-639
| -4% | -$80.3K | 0.01% | 310 |
|
|
2024
Q3 | $1.9M | Buy |
18,238
+3,448
| +23% | +$359K | 0.01% | 328 |
|
|
2024
Q2 | $1.44M | Buy |
14,790
+3,116
| +27% | +$303K | 0.01% | 351 |
|
|
2024
Q1 | $1.1M | Sell |
11,674
-216
| -2% | -$20.3K | 0.01% | 392 |
|
|
2023
Q4 | $1.11M | Sell |
11,890
-4,860
| -29% | -$453K | 0.01% | 386 |
|
|
2023
Q3 | $1.37M | Buy |
16,750
+685
| +4% | +$55.9K | 0.01% | 354 |
|
|
2023
Q2 | $1.37M | Buy |
16,065
+160
| +1% | +$13.7K | 0.01% | 370 |
|
|
2023
Q1 | $1.4M | Buy |
15,905
+116
| +0.7% | +$10.2K | 0.01% | 346 |
|
|
2022
Q4 | $1.34M | Sell |
15,789
-339
| -2% | -$28.8K | 0.01% | 345 |
|
|
2022
Q3 | $1.27M | Sell |
16,128
-588
| -4% | -$46.4K | 0.01% | 337 |
|
|
2022
Q2 | $1.4M | Buy |
16,716
+5,580
| +50% | +$467K | 0.01% | 339 |
|
|
2022
Q1 | $1.1M | Buy |
11,136
+1,826
| +20% | +$181K | 0.01% | 380 |
|
|
2021
Q4 | $1.05M | Buy |
9,310
+981
| +12% | +$111K | ﹤0.01% | 406 |
|
|
2021
Q3 | $810K | Buy |
8,329
+1,670
| +25% | +$162K | ﹤0.01% | 436 |
|
|
2021
Q2 | $611K | Buy |
+6,659
| New | +$611K | ﹤0.01% | 479 |
|