Morgan Stanley’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,928
| Closed | -$14.3K | – | 8316 |
|
|
2024
Q4 | $14.3K | Sell |
2,928
-1,047
| -26% | -$5.12K | ﹤0.01% | 6681 |
|
|
2024
Q3 | $13.5K | Hold |
3,975
| – | – | ﹤0.01% | 6630 |
|
|
2024
Q2 | $8.94K | Hold |
3,975
| – | – | ﹤0.01% | 6714 |
|
|
2024
Q1 | $6.56K | Sell |
3,975
-3,975
| -50% | -$6.56K | ﹤0.01% | 6824 |
|
|
2023
Q4 | $16.3K | Buy |
7,950
+3,459
| +77% | +$7.09K | ﹤0.01% | 6721 |
|
|
2023
Q3 | $8.98K | Buy |
4,491
+403
| +10% | +$806 | ﹤0.01% | 6765 |
|
|
2023
Q2 | $12.2K | Sell |
4,088
-1,700
| -29% | -$5.07K | ﹤0.01% | 6740 |
|
|
2023
Q1 | $20.4K | Sell |
5,788
-4,208
| -42% | -$14.8K | ﹤0.01% | 6624 |
|
|
2022
Q4 | $52.1K | Sell |
9,996
-3,818
| -28% | -$19.9K | ﹤0.01% | 6273 |
|
|
2022
Q3 | $92K | Sell |
13,814
-1,448
| -9% | -$9.64K | ﹤0.01% | 6123 |
|
|
2022
Q2 | $90K | Sell |
15,262
-7,684
| -33% | -$45.3K | ﹤0.01% | 6332 |
|
|
2022
Q1 | $196K | Sell |
22,946
-14,223
| -38% | -$121K | ﹤0.01% | 5934 |
|
|
2021
Q4 | $342K | Sell |
37,169
-173
| -0.5% | -$1.59K | ﹤0.01% | 5773 |
|
|
2021
Q3 | $333K | Buy |
37,342
+20,946
| +128% | +$187K | ﹤0.01% | 5725 |
|
|
2021
Q2 | $205K | Buy |
16,396
+7,604
| +86% | +$95.1K | ﹤0.01% | 6004 |
|
|
2021
Q1 | $103K | Sell |
8,792
-2,751
| -24% | -$32.2K | ﹤0.01% | 5995 |
|
|
2020
Q4 | $162K | Buy |
11,543
+11,343
| +5,672% | +$159K | ﹤0.01% | 5695 |
|
|
2020
Q3 | $2K | Buy |
200
+181
| +953% | +$1.81K | ﹤0.01% | 6602 |
|
|
2020
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 6758 |
|
|
2020
Q1 | – | Sell |
-748
| Closed | -$8K | – | 6743 |
|
|
2019
Q4 | $8K | Buy |
748
+168
| +29% | +$1.8K | ﹤0.01% | 6319 |
|
|
2019
Q3 | $6K | Sell |
580
-288
| -33% | -$2.98K | ﹤0.01% | 6337 |
|
|
2019
Q2 | $9K | Buy |
868
+228
| +36% | +$2.36K | ﹤0.01% | 6174 |
|
|
2019
Q1 | $6K | Sell |
640
-131
| -17% | -$1.23K | ﹤0.01% | 6303 |
|
|
2018
Q4 | $7K | Buy |
+771
| New | +$7K | ﹤0.01% | 6246 |
|