MIM
Macroview Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
2,138
+2
| +0.1% | +$282 | 0.25% | 73 |
|
|
2025
Q1 | $249K | Buy |
2,136
+25
| +1% | +$2.92K | 0.23% | 71 |
|
|
2024
Q4 | $265K | Buy |
2,111
+8
| +0.4% | +$1.01K | 0.27% | 67 |
|
|
2024
Q3 | $219K | Buy |
2,103
+11
| +0.5% | +$1.15K | 0.21% | 72 |
|
|
2024
Q2 | $203K | Buy |
2,092
+10
| +0.5% | +$972 | 0.22% | 71 |
|
|
2024
Q1 | $196K | Buy |
2,082
+12
| +0.6% | +$1.13K | 0.22% | 74 |
|
|
2023
Q4 | $193K | Sell |
2,070
-112
| -5% | -$10.4K | 0.23% | 71 |
|
|
2023
Q3 | $178K | Buy |
+2,182
| New | +$178K | 0.24% | 63 |
|
|
2020
Q2 | – | Sell |
-65
| Closed | -$2K | – | 364 |
|
|
2020
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 239 |
|