MML Investors Services’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 | $67.3M | Buy |
477,856
+42,173
| +10% | +$5.94M | 0.19% | 102 |
|
|
2025
Q1 | $50.8M | Buy |
435,683
+136,230
| +45% | +$15.9M | 0.17% | 128 |
|
|
2024
Q4 | $37.6M | Buy |
299,453
+10,045
| +3% | +$1.26M | 0.13% | 170 |
|
|
2024
Q3 | $30.2M | Buy |
289,408
+38,209
| +15% | +$3.98M | 0.11% | 193 |
|
|
2024
Q2 | $24.4M | Buy |
251,199
+7,270
| +3% | +$707K | 0.1% | 214 |
|
|
2024
Q1 | $23M | Buy |
243,929
+22,791
| +10% | +$2.15M | 0.09% | 222 |
|
|
2023
Q4 | $20.6M | Buy |
221,138
+15,366
| +7% | +$1.43M | 0.1% | 226 |
|
|
2023
Q3 | $16.8M | Buy |
205,772
+23,901
| +13% | +$1.95M | 0.09% | 221 |
|
|
2023
Q2 | $15.5M | Buy |
181,871
+29,071
| +19% | +$2.48M | 0.09% | 241 |
|
|
2023
Q1 | $13.4M | Sell |
152,800
-1,685
| -1% | -$148K | 0.09% | 229 |
|
|
2022
Q4 | $13.1M | Sell |
154,485
-10,123
| -6% | -$861K | 0.09% | 254 |
|
|
2022
Q3 | $13M | Buy |
164,608
+9,632
| +6% | +$761K | 0.1% | 231 |
|
|
2022
Q2 | $11.8M | Sell |
154,976
-4,733
| -3% | -$360K | 0.09% | 242 |
|
|
2022
Q1 | $14M | Buy |
159,709
+31,205
| +24% | +$2.73M | 0.1% | 219 |
|
|
2021
Q4 | $12.6M | Buy |
128,504
+15,578
| +14% | +$1.53M | 0.09% | 234 |
|
|
2021
Q3 | $11M | Buy |
112,926
+540
| +0.5% | +$52.5K | 0.09% | 253 |
|
|
2021
Q2 | $10.3M | Buy |
112,386
+10,759
| +11% | +$987K | 0.09% | 251 |
|
|
2021
Q1 | $7.89M | Buy |
101,627
+17,088
| +20% | +$1.33M | 0.08% | 265 |
|
|
2020
Q4 | $5.79M | Buy |
84,539
+38,635
| +84% | +$2.65M | 0.06% | 292 |
|
|
2020
Q3 | $2.22M | Sell |
45,904
-113
| -0.2% | -$5.46K | 0.03% | 483 |
|
|
2020
Q2 | $2.22M | Sell |
46,017
-4,800
| -9% | -$232K | 0.03% | 461 |
|
|
2020
Q1 | $1.73M | Buy |
50,817
+1,246
| +3% | +$42.4K | 0.03% | 457 |
|
|
2019
Q4 | $2.53M | Buy |
49,571
+5,108
| +11% | +$261K | 0.04% | 419 |
|
|
2019
Q3 | $1.9M | Sell |
44,463
-5,055
| -10% | -$216K | 0.03% | 456 |
|
|
2019
Q2 | $2.17M | Sell |
49,518
-1,761
| -3% | -$77.1K | 0.03% | 471 |
|
|
2019
Q1 | $2.16M | Sell |
51,279
-9,580
| -16% | -$404K | 0.03% | 438 |
|
|
2018
Q4 | $2.41M | Sell |
60,859
-24,921
| -29% | -$988K | 0.04% | 366 |
|
|
2018
Q3 | $4M | Buy |
85,780
+30,202
| +54% | +$1.41M | 0.07% | 272 |
|
|
2018
Q2 | $2.63M | Buy |
55,578
+3,893
| +8% | +$185K | 0.06% | 293 |
|
|
2018
Q1 | $2.79M | Buy |
51,685
+6,547
| +15% | +$353K | 0.06% | 277 |
|
|
2017
Q4 | $2.37M | Buy |
45,138
+4,519
| +11% | +$237K | 0.05% | 323 |
|
|
2017
Q3 | $1.96M | Buy |
40,619
+14,954
| +58% | +$720K | 0.04% | 339 |
|
|
2017
Q2 | $1.14M | Buy |
25,665
+3,848
| +18% | +$172K | 0.02% | 463 |
|
|
2017
Q1 | $935K | Buy |
+21,817
| New | +$935K | 0.02% | 293 |
|