MPA
Marvin & Palmer Associates’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
33,991
+9,894
| +41% | +$1.39M | 4.11% | 10 |
|
|
2025
Q1 | $2.81M | Sell |
24,097
-30,280
| -56% | -$3.53M | 4.2% | 19 |
|
|
2024
Q4 | $6.84M | Buy |
+54,377
| New | +$6.84M | 5.22% | 7 |
|
|
2023
Q2 | – | Sell |
-110,310
| Closed | -$9.69M | – | 39 |
|
|
2023
Q1 | $9.69M | Buy |
110,310
+762
| +0.7% | +$66.9K | 4.88% | 7 |
|
|
2022
Q4 | $9.31M | Buy |
109,548
+5,889
| +6% | +$501K | 4.9% | 9 |
|
|
2022
Q3 | $8.19M | Buy |
103,659
+88,882
| +601% | +$7.02M | 5.03% | 8 |
|
|
2022
Q2 | $1.12M | Hold |
14,777
| – | – | 0.58% | 25 |
|
|
2022
Q1 | $1.29M | Sell |
14,777
-105,746
| -88% | -$9.25M | 0.58% | 26 |
|
|
2021
Q4 | $11.8M | Sell |
120,523
-14,494
| -11% | -$1.42M | 5.06% | 8 |
|
|
2021
Q3 | $13.1M | Sell |
135,017
-15,915
| -11% | -$1.55M | 5.33% | 2 |
|
|
2021
Q2 | $13.8M | Sell |
150,932
-1,609
| -1% | -$148K | 5.66% | 4 |
|
|
2021
Q1 | $11.8M | Sell |
152,541
-31,106
| -17% | -$2.42M | 5.27% | 4 |
|
|
2020
Q4 | $12.3M | Buy |
183,647
+27,563
| +18% | +$1.85M | 4.91% | 5 |
|
|
2020
Q3 | $7.55M | Buy |
156,084
+1,357
| +0.9% | +$65.6K | 3.98% | 13 |
|
|
2020
Q2 | $7.47M | Buy |
+154,727
| New | +$7.47M | 4.51% | 8 |
|
|
2016
Q1 | – | Sell |
-95,725
| Closed | -$3.05M | – | 56 |
|
|
2015
Q4 | $3.05M | Sell |
95,725
-2,600
| -3% | -$82.7K | 3.12% | 7 |
|
|
2015
Q3 | $3.1M | Sell |
98,325
-3,775
| -4% | -$119K | 3.7% | 5 |
|
|
2015
Q2 | $3.96M | Buy |
102,100
+20,600
| +25% | +$799K | 3.75% | 6 |
|
|
2015
Q1 | $2.91M | Buy |
81,500
+25,475
| +45% | +$909K | 2.52% | 11 |
|
|
2014
Q4 | $2.17M | Buy |
+56,025
| New | +$2.17M | 2.21% | 17 |
|