Maple 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 | $33.3M | Sell |
236,161
-12,730
| -5% | -$1.79M | 2.28% | 16 |
|
|
2025
Q1 | $29M | Sell |
248,891
-16,988
| -6% | -$1.98M | 2.24% | 18 |
|
|
2024
Q4 | $33.4M | Buy |
265,879
+83
| +0% | +$10.4K | 2.46% | 17 |
|
|
2024
Q3 | $27.7M | Buy |
265,796
+2,689
| +1% | +$280K | 2.11% | 18 |
|
|
2024
Q2 | $25.6M | Buy |
263,107
+5,887
| +2% | +$572K | 2.07% | 18 |
|
|
2024
Q1 | $24.2M | Buy |
257,220
+6,864
| +3% | +$646K | 2.2% | 18 |
|
|
2023
Q4 | $23.3M | Buy |
250,356
+2,724
| +1% | +$254K | 2.34% | 17 |
|
|
2023
Q3 | $20.2M | Buy |
247,632
+901
| +0.4% | +$73.6K | 2.31% | 17 |
|
|
2023
Q2 | $21.1M | Buy |
246,731
+5,617
| +2% | +$480K | 2.3% | 17 |
|
|
2023
Q1 | $21.2M | Buy |
241,114
+3,395
| +1% | +$298K | 2.59% | 15 |
|
|
2022
Q4 | $20.2M | Buy |
237,719
+1,861
| +0.8% | +$158K | 2.68% | 14 |
|
|
2022
Q3 | $21.2M | Buy |
235,858
+8,597
| +4% | +$772K | 2.67% | 13 |
|
|
2022
Q2 | $17.3M | Buy |
227,261
+10,400
| +5% | +$791K | 2.28% | 15 |
|
|
2022
Q1 | $19M | Buy |
216,861
+8,847
| +4% | +$773K | 2.23% | 16 |
|
|
2021
Q4 | $20.4M | Buy |
208,014
+18,366
| +10% | +$1.8M | 2.23% | 17 |
|
|
2021
Q3 | $18.5M | Buy |
189,648
+3,831
| +2% | +$373K | 2.34% | 15 |
|
|
2021
Q2 | $19.3M | Buy |
185,817
+18,244
| +11% | +$1.9M | 2.33% | 17 |
|
|
2021
Q1 | $13M | Buy |
167,573
+9,325
| +6% | +$724K | 1.93% | 24 |
|
|
2020
Q4 | $10.8M | Buy |
158,248
+954
| +0.6% | +$65.4K | 1.67% | 29 |
|
|
2020
Q3 | $8.9M | Buy |
157,294
+86,733
| +123% | +$4.91M | 1.44% | 30 |
|
|
2020
Q2 | $3.41M | Buy |
+70,561
| New | +$3.41M | 0.67% | 37 |
|