MidWestOne Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.25M | Sell |
7,032
-301
| -4% | -$50.2K | 0.14% | 138 |
|
|
2025
Q3 | $1.17M | Buy |
7,333
+25
| +0.3% | +$3.69K | 0.14% | 140 |
|
|
2025
Q2 | $1.03M | Sell |
7,308
-78
| -1% | -$9.58K | 0.13% | 151 |
|
|
2025
Q1 | $862K | Buy |
7,386
+169
| +2% | +$21.8K | 0.12% | 166 |
|
|
2024
Q4 | $907K | Sell |
7,217
-172
| -2% | -$21.2K | 0.13% | 160 |
|
|
2024
Q3 | $770K | Sell |
7,389
-148
| -2% | -$14.9K | 0.11% | 186 |
|
|
2024
Q2 | $733K | Sell |
7,537
-263
| -3% | -$25K | 0.13% | 180 |
|
|
2024
Q1 | $734K | Buy |
7,800
+18
| +0.2% | +$1.58K | 0.13% | 185 |
|
|
2023
Q4 | $726K | Sell |
7,782
-501
| -6% | -$40.1K | 0.14% | 174 |
|
|
2023
Q3 | $676K | Buy |
8,283
+4,669
| +129% | +$405K | 0.15% | 161 |
|
|
2023
Q2 | $309K | Hold |
3,614
| – | – | 0.07% | 226 |
|
|
2023
Q1 | $317K | Sell |
3,614
-50
| -1% | -$4.67K | 0.07% | 210 |
|
|
2022
Q4 | $312K | Hold |
3,664
| – | – | 0.07% | 207 |
|
|
2022
Q3 | $289K | Hold |
3,664
| – | – | 0.07% | 193 |
|
|
2022
Q2 | $279K | Sell |
3,664
-252
| -6% | -$20.6K | 0.07% | 195 |
|
|
2022
Q1 | $342K | Hold |
3,916
| – | – | 0.07% | 204 |
|
|
2021
Q4 | $384K | Hold |
3,916
| – | – | 0.08% | 187 |
|
|
2021
Q3 | $381K | Sell |
3,916
-500
| -11% | -$49.5K | 0.09% | 176 |
|
|
2021
Q2 | $405K | Hold |
4,416
| – | – | 0.1% | 168 |
|
|
2021
Q1 | $343K | Hold |
4,416
| – | – | 0.08% | 178 |
|
|
2020
Q4 | $303K | Hold |
4,416
| – | – | 0.08% | 172 |
|
|
2020
Q3 | $214K | Buy |
+4,416
| New | +$222K | 0.07% | 193 |
|
|
2020
Q2 | – | Sell |
-6,059
| Closed | -$206K | – | 163 |
|
|
2020
Q1 | $206K | Sell |
6,059
-335
| -5% | -$15.8K | 0.08% | 182 |
|
|
2019
Q4 | $326K | Sell |
6,394
-213
| -3% | -$10.1K | 0.07% | 181 |
|
|
2019
Q3 | $282K | Sell |
6,607
-18,443
| -74% | -$788K | 0.09% | 181 |
|
|
2019
Q2 | $1.1M | Buy |
+25,050
| New | +$1.12M | 0.3% | 85 |
|
Other funds holding MS
