Madison Investment Holdings’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,800
| Closed | -$763K | – | 259 |
|
|
2017
Q1 | $763K | Hold |
17,800
| – | – | 0.01% | 214 |
|
|
2016
Q4 | $752K | Hold |
17,800
| – | – | 0.01% | 214 |
|
|
2016
Q3 | $571K | Hold |
17,800
| – | – | 0.01% | 212 |
|
|
2016
Q2 | $462K | Buy |
+17,800
| New | +$462K | 0.01% | 217 |
|
|
2015
Q1 | – | Sell |
-16,400
| Closed | -$636K | – | 233 |
|
|
2014
Q4 | $636K | Sell |
16,400
-9,700
| -37% | -$376K | 0.01% | 175 |
|
|
2014
Q3 | $902K | Sell |
26,100
-180,100
| -87% | -$6.22M | 0.02% | 171 |
|
|
2014
Q2 | $6.67M | Buy |
206,200
+51,200
| +33% | +$1.66M | 0.14% | 135 |
|
|
2014
Q1 | $4.83M | Sell |
155,000
-5,000
| -3% | -$156K | 0.09% | 147 |
|
|
2013
Q4 | $5.02M | Sell |
160,000
-14,200
| -8% | -$445K | 0.1% | 148 |
|
|
2013
Q3 | $4.7M | Sell |
174,200
-270,000
| -61% | -$7.28M | 0.1% | 146 |
|
|
2013
Q2 | $10.9M | Buy |
+444,200
| New | +$10.9M | 0.24% | 111 |
|