Meridian Investment Counsel’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 | $949K | Hold |
6,735
| – | – | 0.26% | 107 |
|
|
2025
Q1 | $786K | Hold |
6,735
| – | – | 0.23% | 109 |
|
|
2024
Q4 | $847K | Hold |
6,735
| – | – | 0.25% | 101 |
|
|
2024
Q3 | $702K | Sell |
6,735
-450
| -6% | -$46.9K | 0.21% | 114 |
|
|
2024
Q2 | $698K | Buy |
7,185
+75
| +1% | +$7.29K | 0.22% | 114 |
|
|
2024
Q1 | $669K | Sell |
7,110
-175
| -2% | -$16.5K | 0.22% | 107 |
|
|
2023
Q4 | $679K | Sell |
7,285
-450
| -6% | -$42K | 0.23% | 105 |
|
|
2023
Q3 | $632K | Sell |
7,735
-78
| -1% | -$6.37K | 0.24% | 102 |
|
|
2023
Q2 | $667K | Hold |
7,813
| – | – | 0.24% | 101 |
|
|
2023
Q1 | $686K | Sell |
7,813
-43
| -0.5% | -$3.78K | 0.26% | 97 |
|
|
2022
Q4 | $668K | Hold |
7,856
| – | – | 0.27% | 98 |
|
|
2022
Q3 | $621K | Buy |
7,856
+60
| +0.8% | +$4.74K | 0.28% | 95 |
|
|
2022
Q2 | $593K | Hold |
7,796
| – | – | 0.24% | 106 |
|
|
2022
Q1 | $681K | Hold |
7,796
| – | – | 0.24% | 107 |
|
|
2021
Q4 | $765K | Hold |
7,796
| – | – | 0.25% | 101 |
|
|
2021
Q3 | $759K | Hold |
7,796
| – | – | 0.28% | 94 |
|
|
2021
Q2 | $715K | Hold |
7,796
| – | – | 0.25% | 96 |
|
|
2021
Q1 | $605K | Hold |
7,796
| – | – | 0.23% | 102 |
|
|
2020
Q4 | $534K | Buy |
+7,796
| New | +$534K | 0.23% | 105 |
|