Mizuho Securities’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 |
-1,200
| Closed | -$112K | – | 76 |
|
|
2023
Q4 | $112K | Buy |
+1,200
| New | +$112K | 0.4% | 33 |
|
|
2022
Q4 | – | Sell |
-1,280
| Closed | -$101K | – | 156 |
|
|
2022
Q3 | $101K | Buy |
1,280
+640
| +100% | +$50.5K | 0.03% | 53 |
|
|
2022
Q2 | $63K | Buy |
640
+440
| +220% | +$43.3K | 0.01% | 63 |
|
|
2022
Q1 | $17K | Sell |
200
-4,200
| -95% | -$357K | ﹤0.01% | 99 |
|
|
2021
Q4 | $432K | Buy |
4,400
+2,740
| +165% | +$269K | 0.16% | 25 |
|
|
2021
Q3 | $162K | Buy |
1,660
+1,210
| +269% | +$118K | 0.05% | 55 |
|
|
2021
Q2 | $41K | Buy |
+450
| New | +$41K | 0.01% | 83 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$102K | – | 100 |
|
|
2019
Q4 | $102K | Sell |
2,000
-4,490
| -69% | -$229K | 0.05% | 84 |
|
|
2019
Q3 | $277K | Buy |
6,490
+190
| +3% | +$8.11K | 0.19% | 46 |
|
|
2019
Q2 | $276K | Buy |
6,300
+4,400
| +232% | +$193K | 0.36% | 40 |
|
|
2019
Q1 | $80K | Hold |
1,900
| – | – | 0.17% | 77 |
|
|
2018
Q4 | $75K | Buy |
+1,900
| New | +$75K | 0.01% | 58 |
|