Mercer Global Advisors’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 | $25.2M | Buy |
179,023
+5,168
| +3% | +$728K | 0.05% | 179 |
|
|
2025
Q1 | $20.3M | Buy |
173,855
+8,274
| +5% | +$965K | 0.05% | 222 |
|
|
2024
Q4 | $20.8M | Sell |
165,581
-16,222
| -9% | -$2.04M | 0.05% | 209 |
|
|
2024
Q3 | $19M | Buy |
181,803
+11,670
| +7% | +$1.22M | 0.04% | 215 |
|
|
2024
Q2 | $16.5M | Buy |
170,133
+10,082
| +6% | +$979K | 0.05% | 221 |
|
|
2024
Q1 | $15.1M | Sell |
160,051
-4,869
| -3% | -$458K | 0.04% | 234 |
|
|
2023
Q4 | $15.4M | Buy |
164,920
+2,790
| +2% | +$260K | 0.05% | 228 |
|
|
2023
Q3 | $13.2M | Buy |
162,130
+2,216
| +1% | +$181K | 0.05% | 224 |
|
|
2023
Q2 | $13.7M | Buy |
159,914
+24,148
| +18% | +$2.06M | 0.05% | 232 |
|
|
2023
Q1 | $11.9M | Sell |
135,766
-1,305
| -1% | -$115K | 0.05% | 243 |
|
|
2022
Q4 | $11.7M | Buy |
137,071
+5,326
| +4% | +$453K | 0.06% | 242 |
|
|
2022
Q3 | $10.4M | Sell |
131,745
-31,819
| -19% | -$2.51M | 0.06% | 221 |
|
|
2022
Q2 | $12.4M | Sell |
163,564
-17,289
| -10% | -$1.32M | 0.08% | 186 |
|
|
2022
Q1 | $15.8M | Sell |
180,853
-21,107
| -10% | -$1.84M | 0.09% | 162 |
|
|
2021
Q4 | $19.8M | Buy |
201,960
+11,059
| +6% | +$1.09M | 0.12% | 136 |
|
|
2021
Q3 | $18.6M | Buy |
190,901
+1,158
| +0.6% | +$113K | 0.13% | 135 |
|
|
2021
Q2 | $17.4M | Buy |
189,743
+17,488
| +10% | +$1.6M | 0.13% | 124 |
|
|
2021
Q1 | $13.4M | Buy |
172,255
+22,080
| +15% | +$1.71M | 0.12% | 137 |
|
|
2020
Q4 | $10.3M | Buy |
150,175
+10,514
| +8% | +$721K | 0.13% | 120 |
|
|
2020
Q3 | $6.75M | Buy |
139,661
+4,924
| +4% | +$238K | 0.1% | 154 |
|
|
2020
Q2 | $6.51M | Buy |
134,737
+23,133
| +21% | +$1.12M | 0.12% | 127 |
|
|
2020
Q1 | $3.8M | Buy |
111,604
+49,041
| +78% | +$1.67M | 0.08% | 199 |
|
|
2019
Q4 | $3.2M | Buy |
62,563
+6,890
| +12% | +$352K | 0.06% | 243 |
|
|
2019
Q3 | $2.38M | Sell |
55,673
-858
| -2% | -$36.6K | 0.06% | 265 |
|
|
2019
Q2 | $2.48M | Buy |
56,531
+3,014
| +6% | +$132K | 0.07% | 236 |
|
|
2019
Q1 | $2.26M | Buy |
+53,517
| New | +$2.26M | 0.08% | 217 |
|