Meyer Handelman Company’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 | $3.85M | Sell |
27,338
-230
| -0.8% | -$32.4K | 0.13% | 107 |
|
|
2025
Q1 | $3.22M | Sell |
27,568
-230
| -0.8% | -$26.8K | 0.11% | 114 |
|
|
2024
Q4 | $3.49M | Hold |
27,798
| – | – | 0.12% | 113 |
|
|
2024
Q3 | $2.9M | Sell |
27,798
-444
| -2% | -$46.3K | 0.1% | 120 |
|
|
2024
Q2 | $2.74M | Hold |
28,242
| – | – | 0.1% | 122 |
|
|
2024
Q1 | $2.66M | Sell |
28,242
-29,564
| -51% | -$2.78M | 0.09% | 125 |
|
|
2023
Q4 | $5.39M | Sell |
57,806
-3,300
| -5% | -$308K | 0.21% | 98 |
|
|
2023
Q3 | $4.99M | Buy |
61,106
+3,300
| +6% | +$270K | 0.2% | 98 |
|
|
2023
Q2 | $4.94M | Sell |
57,806
-3,300
| -5% | -$282K | 0.2% | 99 |
|
|
2023
Q1 | $5.37M | Hold |
61,106
| – | – | 0.22% | 98 |
|
|
2022
Q4 | $5.2M | Sell |
61,106
-2,060
| -3% | -$175K | 0.22% | 98 |
|
|
2022
Q3 | $4.99M | Hold |
63,166
| – | – | 0.23% | 98 |
|
|
2022
Q2 | $4.8M | Sell |
63,166
-180
| -0.3% | -$13.7K | 0.21% | 100 |
|
|
2022
Q1 | $5.54M | Sell |
63,346
-252
| -0.4% | -$22K | 0.21% | 101 |
|
|
2021
Q4 | $6.24M | Buy |
63,598
+56
| +0.1% | +$5.5K | 0.23% | 92 |
|
|
2021
Q3 | $6.18M | Hold |
63,542
| – | – | 0.25% | 91 |
|
|
2021
Q2 | $5.83M | Hold |
63,542
| – | – | 0.23% | 94 |
|
|
2021
Q1 | $4.94M | Sell |
63,542
-860
| -1% | -$66.8K | 0.2% | 97 |
|
|
2020
Q4 | $4.41M | Buy |
64,402
+2,760
| +4% | +$189K | 0.2% | 98 |
|
|
2020
Q3 | $2.98M | Hold |
61,642
| – | – | 0.15% | 107 |
|
|
2020
Q2 | $2.98M | Hold |
61,642
| – | – | 0.16% | 107 |
|
|
2020
Q1 | $2.1M | Hold |
61,642
| – | – | 0.13% | 106 |
|
|
2019
Q4 | $3.15M | Hold |
61,642
| – | – | 0.15% | 108 |
|
|
2019
Q3 | $2.63M | Hold |
61,642
| – | – | 0.13% | 115 |
|
|
2019
Q2 | $2.7M | Sell |
61,642
-4,920
| -7% | -$216K | 0.14% | 112 |
|
|
2019
Q1 | $2.79M | Hold |
66,562
| – | – | 0.14% | 110 |
|
|
2018
Q4 | $2.64M | Sell |
66,562
-2,996
| -4% | -$119K | 0.15% | 106 |
|
|
2018
Q3 | $3.24M | Hold |
69,558
| – | – | 0.16% | 108 |
|
|
2018
Q2 | $3.3M | Hold |
69,558
| – | – | 0.17% | 105 |
|
|
2018
Q1 | $3.75M | Sell |
69,558
-2,454
| -3% | -$132K | 0.19% | 103 |
|
|
2017
Q4 | $3.78M | Sell |
72,012
-785
| -1% | -$41.2K | 0.18% | 103 |
|
|
2017
Q3 | $3.51M | Sell |
72,797
-1,569
| -2% | -$75.6K | 0.16% | 107 |
|
|
2017
Q2 | $3.31M | Sell |
74,366
-1,048
| -1% | -$46.7K | 0.14% | 111 |
|
|
2017
Q1 | $3.23M | Sell |
75,414
-624
| -0.8% | -$26.7K | 0.14% | 110 |
|
|
2016
Q4 | $3.21M | Sell |
76,038
-200
| -0.3% | -$8.45K | 0.14% | 110 |
|
|
2016
Q3 | $2.44M | Hold |
76,238
| – | – | 0.11% | 116 |
|
|
2016
Q2 | $1.98M | Hold |
76,238
| – | – | 0.09% | 121 |
|
|
2016
Q1 | $1.91M | Hold |
76,238
| – | – | 0.09% | 121 |
|
|
2015
Q4 | $2.43M | Sell |
76,238
-12,360
| -14% | -$393K | 0.11% | 117 |
|
|
2015
Q3 | $2.79M | Hold |
88,598
| – | – | 0.14% | 112 |
|
|
2015
Q2 | $3.44M | Sell |
88,598
-1,884
| -2% | -$73.1K | 0.16% | 108 |
|
|
2015
Q1 | $3.23M | Hold |
90,482
| – | – | 0.15% | 106 |
|
|
2014
Q4 | $3.51M | Hold |
90,482
| – | – | 0.16% | 105 |
|
|
2014
Q3 | $3.13M | Sell |
90,482
-5,868
| -6% | -$203K | 0.15% | 104 |
|
|
2014
Q2 | $3.12M | Hold |
96,350
| – | – | 0.14% | 105 |
|
|
2014
Q1 | $3M | Hold |
96,350
| – | – | 0.14% | 104 |
|
|
2013
Q4 | $3.02M | Sell |
96,350
-3,432
| -3% | -$108K | 0.15% | 107 |
|
|
2013
Q3 | $2.69M | Hold |
99,782
| – | – | 0.14% | 104 |
|
|
2013
Q2 | $2.44M | Buy |
+99,782
| New | +$2.44M | 0.13% | 106 |
|