Meitav Investment House’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-131,073
| Closed | -$12.2M | – | 312 |
|
|
2023
Q4 | $12.2M | Sell |
131,073
-154,471
| -54% | -$14.4M | 0.18% | 95 |
|
|
2023
Q3 | $23.6M | Buy |
285,544
+50,144
| +21% | +$4.15M | 0.38% | 73 |
|
|
2023
Q2 | $20.1M | Sell |
235,400
-75,000
| -24% | -$6.41M | 0.32% | 78 |
|
|
2023
Q1 | $26.7M | Buy |
+310,400
| New | +$26.7M | 0.46% | 67 |
|
|
2022
Q2 | – | Sell |
-3,289
| Closed | -$292K | – | 371 |
|
|
2022
Q1 | $292K | Sell |
3,289
-430
| -12% | -$38.2K | ﹤0.01% | 345 |
|
|
2021
Q4 | $367K | Sell |
3,719
-1,791
| -33% | -$177K | 0.01% | 330 |
|
|
2021
Q3 | $546K | Buy |
5,510
+1,890
| +52% | +$187K | 0.01% | 306 |
|
|
2021
Q2 | $329K | Buy |
3,620
+270
| +8% | +$24.5K | 0.01% | 349 |
|
|
2021
Q1 | $264 | Sell |
3,350
-3,090
| -48% | -$244 | 0.01% | 333 |
|
|
2020
Q4 | $438K | Sell |
6,440
-910
| -12% | -$61.9K | 0.02% | 291 |
|
|
2020
Q3 | $347K | Buy |
+7,350
| New | +$347K | 0.02% | 305 |
|
|
2020
Q2 | – | Sell |
-12,800
| Closed | -$446K | – | 424 |
|
|
2020
Q1 | $446K | Buy |
12,800
+5,190
| +68% | +$181K | 0.03% | 239 |
|
|
2019
Q4 | $388K | Buy |
+7,610
| New | +$388K | 0.03% | 269 |
|