Mather Group’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 | $1.8M | Buy |
12,777
+647
| +5% | +$91.1K | 0.02% | 201 |
|
|
2025
Q1 | $1.42M | Buy |
12,130
+804
| +7% | +$93.8K | 0.02% | 213 |
|
|
2024
Q4 | $1.42M | Buy |
11,326
+285
| +3% | +$35.8K | 0.02% | 204 |
|
|
2024
Q3 | $1.15M | Buy |
11,041
+218
| +2% | +$22.7K | 0.01% | 226 |
|
|
2024
Q2 | $1.02M | Buy |
10,823
+1,345
| +14% | +$127K | 0.01% | 265 |
|
|
2024
Q1 | $884K | Sell |
9,478
-110
| -1% | -$10.3K | 0.01% | 241 |
|
|
2023
Q4 | $894K | Sell |
9,588
-2,250
| -19% | -$210K | 0.01% | 246 |
|
|
2023
Q3 | $967K | Buy |
11,838
+121
| +1% | +$9.88K | 0.02% | 219 |
|
|
2023
Q2 | $1M | Sell |
11,717
-215
| -2% | -$18.4K | 0.02% | 233 |
|
|
2023
Q1 | $1.05M | Buy |
11,932
+436
| +4% | +$38.3K | 0.02% | 207 |
|
|
2022
Q4 | $977K | Buy |
11,496
+793
| +7% | +$67.4K | 0.02% | 213 |
|
|
2022
Q3 | $845K | Sell |
10,703
-2,893
| -21% | -$228K | 0.02% | 218 |
|
|
2022
Q2 | $1.04M | Sell |
13,596
-182
| -1% | -$13.9K | 0.02% | 177 |
|
|
2022
Q1 | $1.2M | Buy |
13,778
+1,411
| +11% | +$123K | 0.02% | 150 |
|
|
2021
Q4 | $1.21M | Buy |
12,367
+7,617
| +160% | +$748K | 0.02% | 133 |
|
|
2021
Q3 | $462K | Buy |
4,750
+6
| +0.1% | +$584 | 0.01% | 176 |
|
|
2021
Q2 | $435K | Buy |
4,744
+259
| +6% | +$23.7K | 0.01% | 173 |
|
|
2021
Q1 | $348K | Buy |
4,485
+1,298
| +41% | +$101K | 0.01% | 189 |
|
|
2020
Q4 | $218K | Buy |
+3,187
| New | +$218K | 0.01% | 228 |
|