M&T Bank’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 | $115M | Buy |
817,487
+2,854
| +0.4% | +$402K | 0.4% | 52 |
|
|
2025
Q1 | $95M | Sell |
814,633
-34,325
| -4% | -$4M | 0.35% | 63 |
|
|
2024
Q4 | $107M | Buy |
848,958
+6,259
| +0.7% | +$787K | 0.36% | 61 |
|
|
2024
Q3 | $87.8M | Sell |
842,699
-18,131
| -2% | -$1.89M | 0.29% | 74 |
|
|
2024
Q2 | $83.7M | Sell |
860,830
-6,876
| -0.8% | -$668K | 0.29% | 71 |
|
|
2024
Q1 | $81.7M | Buy |
867,706
+28,473
| +3% | +$2.68M | 0.28% | 78 |
|
|
2023
Q4 | $78.3M | Buy |
839,233
+140,032
| +20% | +$13.1M | 0.29% | 80 |
|
|
2023
Q3 | $57.1M | Sell |
699,201
-35,536
| -5% | -$2.9M | 0.23% | 100 |
|
|
2023
Q2 | $62.7M | Sell |
734,737
-4,001
| -0.5% | -$342K | 0.23% | 98 |
|
|
2023
Q1 | $64.9M | Sell |
738,738
-17,341
| -2% | -$1.52M | 0.25% | 97 |
|
|
2022
Q4 | $64.3M | Buy |
756,079
+1,640
| +0.2% | +$139K | 0.26% | 93 |
|
|
2022
Q3 | $59.6M | Buy |
754,439
+14,438
| +2% | +$1.14M | 0.26% | 93 |
|
|
2022
Q2 | $50.3M | Buy |
740,001
+104,727
| +16% | +$7.12M | 0.24% | 101 |
|
|
2022
Q1 | $55.5M | Buy |
635,274
+25,066
| +4% | +$2.19M | 0.25% | 101 |
|
|
2021
Q4 | $59.9M | Sell |
610,208
-3,429
| -0.6% | -$337K | 0.25% | 94 |
|
|
2021
Q3 | $59.7M | Sell |
613,637
-6,166
| -1% | -$600K | 0.27% | 92 |
|
|
2021
Q2 | $56.8M | Sell |
619,803
-71,734
| -10% | -$6.58M | 0.25% | 96 |
|
|
2021
Q1 | $53.7M | Sell |
691,537
-31,752
| -4% | -$2.47M | 0.23% | 103 |
|
|
2020
Q4 | $49.6M | Sell |
723,289
-16,704
| -2% | -$1.14M | 0.22% | 102 |
|
|
2020
Q3 | $35.8M | Sell |
739,993
-14,474
| -2% | -$700K | 0.18% | 113 |
|
|
2020
Q2 | $36.4M | Buy |
754,467
+19,086
| +3% | +$922K | 0.2% | 111 |
|
|
2020
Q1 | $25M | Buy |
735,381
+139,725
| +23% | +$4.75M | 0.15% | 130 |
|
|
2019
Q4 | $30.5M | Buy |
595,656
+426,672
| +252% | +$21.8M | 0.14% | 101 |
|
|
2019
Q3 | $7.21M | Buy |
168,984
+2,860
| +2% | +$122K | 0.04% | 288 |
|
|
2019
Q2 | $7.28M | Sell |
166,124
-2,064
| -1% | -$90.4K | 0.04% | 281 |
|
|
2019
Q1 | $7.1M | Sell |
168,188
-10,552
| -6% | -$445K | 0.04% | 277 |
|
|
2018
Q4 | $7.09M | Sell |
178,740
-12,791
| -7% | -$507K | 0.04% | 266 |
|
|
2018
Q3 | $8.92M | Sell |
191,531
-6,234
| -3% | -$290K | 0.04% | 262 |
|
|
2018
Q2 | $9.37M | Sell |
197,765
-1,123
| -0.6% | -$53.2K | 0.05% | 259 |
|
|
2018
Q1 | $10.7M | Buy |
198,888
+10,981
| +6% | +$593K | 0.06% | 244 |
|
|
2017
Q4 | $9.86M | Sell |
187,907
-20,866
| -10% | -$1.09M | 0.05% | 251 |
|
|
2017
Q3 | $10.1M | Sell |
208,773
-1,963
| -0.9% | -$94.6K | 0.05% | 247 |
|
|
2017
Q2 | $9.39M | Sell |
210,736
-2,355
| -1% | -$105K | 0.06% | 248 |
|
|
2017
Q1 | $9.13M | Buy |
213,091
+24,920
| +13% | +$1.07M | 0.06% | 240 |
|
|
2016
Q4 | $7.95M | Buy |
188,171
+22,892
| +14% | +$967K | 0.05% | 252 |
|
|
2016
Q3 | $5.3M | Sell |
165,279
-15,892
| -9% | -$510K | 0.03% | 318 |
|
|
2016
Q2 | $4.71M | Sell |
181,171
-15,994
| -8% | -$415K | 0.03% | 339 |
|
|
2016
Q1 | $4.93M | Sell |
197,165
-34,203
| -15% | -$856K | 0.03% | 330 |
|
|
2015
Q4 | $7.36M | Buy |
231,368
+11,468
| +5% | +$365K | 0.05% | 259 |
|
|
2015
Q3 | $6.93M | Buy |
219,900
+51,196
| +30% | +$1.61M | 0.05% | 263 |
|
|
2015
Q2 | $6.54M | Sell |
168,704
-6,153
| -4% | -$239K | 0.04% | 290 |
|
|
2015
Q1 | $6.24M | Sell |
174,857
-12,806
| -7% | -$457K | 0.04% | 324 |
|
|
2014
Q4 | $7.28M | Buy |
187,663
+709
| +0.4% | +$27.5K | 0.05% | 296 |
|
|
2014
Q3 | $6.46M | Buy |
186,954
+169,619
| +978% | +$5.86M | 0.04% | 311 |
|
|
2014
Q2 | $560K | Buy |
17,335
+1,300
| +8% | +$42K | 0.02% | 385 |
|
|
2014
Q1 | $500K | Hold |
16,035
| – | – | 0.02% | 394 |
|
|
2013
Q4 | $502K | Sell |
16,035
-1,724
| -10% | -$54K | 0.02% | 384 |
|
|
2013
Q3 | $479K | Sell |
17,759
-3,588
| -17% | -$96.8K | 0.02% | 327 |
|
|
2013
Q2 | $522K | Buy |
+21,347
| New | +$522K | 0.03% | 314 |
|