Morgan Stanley’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,928
| Closed | -$14.3K | – | 8316 |
|
|
2024
Q4 | $14.3K | Sell |
2,928
-1,047
| -26% | -$4.56K | ﹤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% | -$7.65K | ﹤0.01% | 6824 |
|
|
2023
Q4 | $16.3K | Buy |
7,950
+3,459
| +77% | +$8.95K | ﹤0.01% | 6721 |
|
|
2023
Q3 | $8.98K | Buy |
4,491
+403
| +10% | +$988 | ﹤0.01% | 6765 |
|
|
2023
Q2 | $12.2K | Sell |
4,088
-1,700
| -29% | -$5.15K | ﹤0.01% | 6740 |
|
|
2023
Q1 | $20.4K | Sell |
5,788
-4,208
| -42% | -$17K | ﹤0.01% | 6624 |
|
|
2022
Q4 | $52.1K | Sell |
9,996
-3,818
| -28% | -$24.4K | ﹤0.01% | 6273 |
|
|
2022
Q3 | $92K | Sell |
13,814
-1,448
| -9% | -$8.91K | ﹤0.01% | 6123 |
|
|
2022
Q2 | $90K | Sell |
15,262
-7,684
| -33% | -$53.8K | ﹤0.01% | 6332 |
|
|
2022
Q1 | $196K | Sell |
22,946
-14,223
| -38% | -$132K | ﹤0.01% | 5934 |
|
|
2021
Q4 | $342K | Sell |
37,169
-173
| -0.5% | -$1.73K | ﹤0.01% | 5773 |
|
|
2021
Q3 | $333K | Buy |
37,342
+20,946
| +128% | +$214K | ﹤0.01% | 5725 |
|
|
2021
Q2 | $205K | Buy |
16,396
+7,604
| +86% | +$87.9K | ﹤0.01% | 6004 |
|
|
2021
Q1 | $103K | Sell |
8,792
-2,751
| -24% | -$37.3K | ﹤0.01% | 5995 |
|
|
2020
Q4 | $162K | Buy |
11,543
+11,343
| +5,672% | +$128K | ﹤0.01% | 5695 |
|
|
2020
Q3 | $2K | Buy |
200
+181
| +953% | +$1.9K | ﹤0.01% | 6602 |
|
|
2020
Q2 | $0 | Buy |
+19
| New | +$200 | ﹤0.01% | 6757 |
|
|
2020
Q1 | – | Sell |
-748
| Closed | -$8K | – | 6743 |
|
|
2019
Q4 | $8K | Buy |
748
+168
| +29% | +$1.72K | ﹤0.01% | 6319 |
|
|
2019
Q3 | $6K | Sell |
580
-288
| -33% | -$2.91K | ﹤0.01% | 6337 |
|
|
2019
Q2 | $9K | Buy |
868
+228
| +36% | +$2.28K | ﹤0.01% | 6174 |
|
|
2019
Q1 | $6K | Sell |
640
-131
| -17% | -$1.29K | ﹤0.01% | 6303 |
|
|
2018
Q4 | $7K | Buy |
+771
| New | +$7.39K | ﹤0.01% | 6246 |
|
Morgan Stanley's BMTX Position: Q1 2025 in Review
Morgan Stanley sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 2,928 shares — an estimated $14.3K sold.
Morgan Stanley first reported a position in BMTX in Q4 2018 and held it in 24 quarters. The position peaked at $342K in Q4 2021. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.
- Morgan Stanley reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
- Morgan Stanley sold 2,928 BM Technologies, Inc. shares in Q1 2025, an estimated $14.3K.
- Morgan Stanley first reported a position in BM Technologies, Inc. in Q4 2018 and held it in 24 quarters.
- Morgan Stanley's BM Technologies, Inc. position peaked at $342K in Q4 2021.
- 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.
Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.