LVM 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 | $27.5M | Sell |
195,366
-1,807
| -0.9% | -$255K | 2.85% | 7 |
|
|
2025
Q1 | $23M | Buy |
197,173
+1,164
| +0.6% | +$136K | 2.56% | 12 |
|
|
2024
Q4 | $24.6M | Sell |
196,009
-828
| -0.4% | -$104K | 2.65% | 10 |
|
|
2024
Q3 | $19.1M | Hold |
196,837
| – | – | 2.18% | 14 |
|
|
2024
Q2 | $19.1M | Sell |
196,837
-7,473
| -4% | -$726K | 2.18% | 14 |
|
|
2024
Q1 | $19.2M | Buy |
204,310
+2,660
| +1% | +$250K | 2.27% | 14 |
|
|
2023
Q4 | $18.8M | Sell |
201,650
-55
| -0% | -$5.13K | 2.41% | 13 |
|
|
2023
Q3 | $16.5M | Sell |
201,705
-1,055
| -0.5% | -$86.2K | 2.32% | 13 |
|
|
2023
Q2 | $17.3M | Buy |
202,760
+4,600
| +2% | +$393K | 2.31% | 11 |
|
|
2023
Q1 | $17.4M | Sell |
198,160
-3,350
| -2% | -$294K | 2.41% | 11 |
|
|
2022
Q4 | $17.1M | Buy |
201,510
+210
| +0.1% | +$17.9K | 2.48% | 11 |
|
|
2022
Q3 | $15.9M | Buy |
201,300
+3,060
| +2% | +$242K | 2.43% | 11 |
|
|
2022
Q2 | $15.1M | Buy |
198,240
+11,094
| +6% | +$844K | 2.19% | 13 |
|
|
2022
Q1 | $16.4M | Buy |
187,146
+5,380
| +3% | +$470K | 2.16% | 12 |
|
|
2021
Q4 | $17.8M | Buy |
181,766
+1,441
| +0.8% | +$141K | 2.38% | 12 |
|
|
2021
Q3 | $17.5M | Sell |
180,325
-8,760
| -5% | -$852K | 2.65% | 10 |
|
|
2021
Q2 | $17.3M | Buy |
189,085
+1,485
| +0.8% | +$136K | 2.65% | 10 |
|
|
2021
Q1 | $14.6M | Sell |
187,600
-3,558
| -2% | -$276K | 2.36% | 15 |
|
|
2020
Q4 | $13.1M | Buy |
191,158
+2,637
| +1% | +$181K | 2.21% | 17 |
|
|
2020
Q3 | $9.12M | Buy |
188,521
+3,656
| +2% | +$177K | 1.77% | 23 |
|
|
2020
Q2 | $8.93M | Sell |
184,865
-5,560
| -3% | -$269K | 1.83% | 23 |
|
|
2020
Q1 | $6.47M | Sell |
190,425
-4,755
| -2% | -$162K | 1.6% | 25 |
|
|
2019
Q4 | $9.98M | Sell |
195,180
-41,369
| -17% | -$2.11M | 1.97% | 25 |
|
|
2019
Q3 | $10.1M | Sell |
236,549
-1,855
| -0.8% | -$79.2K | 2.14% | 21 |
|
|
2019
Q2 | $10.4M | Buy |
238,404
+1,054
| +0.4% | +$46.2K | 2.38% | 18 |
|
|
2019
Q1 | $10M | Buy |
237,350
+4,800
| +2% | +$203K | 2.3% | 18 |
|
|
2018
Q4 | $9.22M | Sell |
232,550
-20,503
| -8% | -$813K | 2.42% | 18 |
|
|
2018
Q3 | $11.8M | Buy |
253,053
+352
| +0.1% | +$16.4K | 2.69% | 13 |
|
|
2018
Q2 | $12M | Buy |
252,701
+2,225
| +0.9% | +$105K | 2.89% | 12 |
|
|
2018
Q1 | $13.5M | Sell |
250,476
-1,650
| -0.7% | -$89K | 3.12% | 12 |
|
|
2017
Q4 | $13.2M | Buy |
252,126
+2,310
| +0.9% | +$121K | 2.99% | 13 |
|
|
2017
Q3 | $12M | Sell |
249,816
-1,290
| -0.5% | -$62.1K | 2.87% | 11 |
|
|
2017
Q2 | $11.2M | Buy |
251,106
+116,795
| +87% | +$5.2M | 2.85% | 11 |
|
|
2017
Q1 | $5.75M | Buy |
+134,311
| New | +$5.75M | 1.48% | 26 |
|