Manchester 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 | $502K | Sell |
3,564
-41
| -1% | -$5.78K | 0.07% | 209 |
|
|
2025
Q1 | $421K | Buy |
3,605
+192
| +6% | +$22.4K | 0.05% | 223 |
|
|
2024
Q4 | $429K | Sell |
3,413
-78
| -2% | -$9.81K | 0.05% | 220 |
|
|
2024
Q3 | $364K | Buy |
3,491
+178
| +5% | +$18.6K | 0.04% | 255 |
|
|
2024
Q2 | $322K | Buy |
3,313
+178
| +6% | +$17.3K | 0.04% | 258 |
|
|
2024
Q1 | $295K | Buy |
3,135
+202
| +7% | +$19K | 0.04% | 264 |
|
|
2023
Q4 | $274K | Sell |
2,933
-252
| -8% | -$23.5K | 0.04% | 244 |
|
|
2023
Q3 | $260K | Buy |
3,185
+187
| +6% | +$15.3K | 0.04% | 238 |
|
|
2023
Q2 | $256K | Buy |
2,998
+64
| +2% | +$5.47K | 0.03% | 242 |
|
|
2023
Q1 | $258K | Buy |
2,934
+98
| +3% | +$8.6K | 0.03% | 256 |
|
|
2022
Q4 | $241K | Sell |
2,836
-35
| -1% | -$2.98K | 0.04% | 225 |
|
|
2022
Q3 | $227K | Buy |
2,871
+364
| +15% | +$28.8K | 0.04% | 202 |
|
|
2022
Q2 | $191K | Buy |
2,507
+2,289
| +1,050% | +$174K | 0.03% | 218 |
|
|
2022
Q1 | $19K | Sell |
218
-81
| -27% | -$7.06K | ﹤0.01% | 468 |
|
|
2021
Q4 | $29K | Hold |
299
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $29K | Sell |
299
-91
| -23% | -$8.83K | ﹤0.01% | 477 |
|
|
2021
Q2 | $36K | Buy |
390
+172
| +79% | +$15.9K | 0.01% | 407 |
|
|
2021
Q1 | $17K | Hold |
218
| – | – | ﹤0.01% | 448 |
|
|
2020
Q4 | $15K | Buy |
+218
| New | +$15K | ﹤0.01% | 446 |
|
|
2018
Q2 | – | Sell |
-59
| Closed | -$3K | – | 567 |
|
|
2018
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 524 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$71K | – | 564 |
|
|
2015
Q1 | $71K | Sell |
2,000
-2,493
| -55% | -$88.5K | 0.01% | 329 |
|
|
2014
Q4 | $174K | Hold |
4,493
| – | – | 0.02% | 403 |
|
|
2014
Q3 | $155K | Buy |
4,493
+3
| +0.1% | +$103 | 0.02% | 431 |
|
|
2014
Q2 | $145K | Sell |
4,490
-650
| -13% | -$21K | 0.02% | 459 |
|
|
2014
Q1 | $160K | Sell |
5,140
-500
| -9% | -$15.6K | 0.03% | 391 |
|
|
2013
Q4 | $177K | Buy |
5,640
+159
| +3% | +$4.99K | 0.03% | 353 |
|
|
2013
Q3 | $148K | Sell |
5,481
-252
| -4% | -$6.81K | 0.03% | 393 |
|
|
2013
Q2 | $140K | Buy |
+5,733
| New | +$140K | 0.03% | 393 |
|