Meeder Asset 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 | $106K | Buy |
749
+108
| +17% | +$15.2K | 0.01% | 290 |
|
|
2025
Q1 | $74.8K | Buy |
641
+331
| +107% | +$38.6K | 0.01% | 347 |
|
|
2024
Q4 | $39K | Sell |
310
-18
| -5% | -$2.26K | ﹤0.01% | 408 |
|
|
2024
Q3 | $34.2K | Buy |
328
+11
| +3% | +$1.15K | ﹤0.01% | 422 |
|
|
2024
Q2 | $30.8K | Sell |
317
-4,153
| -93% | -$404K | ﹤0.01% | 432 |
|
|
2024
Q1 | $421K | Buy |
4,470
+394
| +10% | +$37.1K | 0.03% | 218 |
|
|
2023
Q4 | $380K | Buy |
4,076
+242
| +6% | +$22.6K | 0.03% | 199 |
|
|
2023
Q3 | $313K | Sell |
3,834
-79
| -2% | -$6.45K | 0.02% | 214 |
|
|
2023
Q2 | $334K | Sell |
3,913
-570
| -13% | -$48.7K | 0.02% | 224 |
|
|
2023
Q1 | $394K | Sell |
4,483
-343
| -7% | -$30.1K | 0.03% | 217 |
|
|
2022
Q4 | $410K | Sell |
4,826
-21,562
| -82% | -$1.83M | 0.04% | 270 |
|
|
2022
Q3 | $2.09M | Buy |
26,388
+2,808
| +12% | +$222K | 0.12% | 146 |
|
|
2022
Q2 | $1.79M | Buy |
23,580
+3,232
| +16% | +$246K | 0.1% | 164 |
|
|
2022
Q1 | $1.78M | Sell |
20,348
-366
| -2% | -$32K | 0.09% | 171 |
|
|
2021
Q4 | $2.03M | Sell |
20,714
-42,605
| -67% | -$4.18M | 0.2% | 82 |
|
|
2021
Q3 | $6.16M | Buy |
63,319
+997
| +2% | +$97K | 0.32% | 76 |
|
|
2021
Q2 | $5.71M | Buy |
62,322
+173
| +0.3% | +$15.9K | 0.27% | 81 |
|
|
2021
Q1 | $4.83M | Buy |
62,149
+49,653
| +397% | +$3.86M | 0.25% | 93 |
|
|
2020
Q4 | $856K | Buy |
12,496
+73
| +0.6% | +$5K | 0.19% | 100 |
|
|
2020
Q3 | $602K | Buy |
12,423
+7,837
| +171% | +$380K | 0.04% | 320 |
|
|
2020
Q2 | $222K | Sell |
4,586
-1,775
| -28% | -$85.9K | 0.01% | 575 |
|
|
2020
Q1 | $216K | Buy |
6,361
+3,282
| +107% | +$111K | 0.02% | 551 |
|
|
2019
Q4 | $157K | Buy |
3,079
+1,244
| +68% | +$63.4K | 0.01% | 665 |
|
|
2019
Q3 | $78K | Buy |
1,835
+600
| +49% | +$25.5K | 0.01% | 875 |
|
|
2019
Q2 | $54K | Buy |
1,235
+1,142
| +1,228% | +$49.9K | ﹤0.01% | 932 |
|
|
2019
Q1 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 1447 |
|
|
2017
Q3 | – | Sell |
-99,315
| Closed | -$4.43M | – | 1710 |
|
|
2017
Q2 | $4.43M | Sell |
99,315
-45,153
| -31% | -$2.01M | 0.42% | 61 |
|
|
2017
Q1 | $6.19M | Sell |
144,468
-7,186
| -5% | -$308K | 0.55% | 43 |
|
|
2016
Q4 | $6.41M | Buy |
151,654
+57,851
| +62% | +$2.44M | 0.61% | 36 |
|
|
2016
Q3 | $3.01M | Sell |
93,803
-19,020
| -17% | -$610K | 0.26% | 77 |
|
|
2016
Q2 | $2.93M | Buy |
112,823
+29,994
| +36% | +$779K | 0.27% | 72 |
|
|
2016
Q1 | $2.07M | Buy |
82,829
+82,452
| +21,871% | +$2.06M | 0.19% | 113 |
|
|
2015
Q4 | $12K | Buy |
+377
| New | +$12K | ﹤0.01% | 759 |
|
|
2015
Q3 | – | Sell |
-91,468
| Closed | -$3.55M | – | 719 |
|
|
2015
Q2 | $3.55M | Buy |
+91,468
| New | +$3.55M | 0.36% | 55 |
|
|
2014
Q1 | – | Sell |
-193,550
| Closed | -$6.07M | – | 369 |
|
|
2013
Q4 | $6.07M | Buy |
193,550
+165,200
| +583% | +$5.18M | 1.04% | 27 |
|
|
2013
Q3 | $764K | Hold |
28,350
| – | – | 0.15% | 127 |
|
|
2013
Q2 | $693K | Buy |
+28,350
| New | +$693K | 0.14% | 136 |
|