Morgan Stanley’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
10,101
-35
| -0.3% | -$764 | ﹤0.01% | 5812 |
|
|
2025
Q1 | $170K | Sell |
10,136
-814
| -7% | -$13.7K | ﹤0.01% | 5805 |
|
|
2024
Q4 | $179K | Sell |
10,950
-2,484
| -18% | -$40.6K | ﹤0.01% | 5833 |
|
|
2024
Q3 | $260K | Buy |
13,434
+8,522
| +173% | +$165K | ﹤0.01% | 5656 |
|
|
2024
Q2 | $92.9K | Sell |
4,912
-2,989
| -38% | -$56.6K | ﹤0.01% | 5988 |
|
|
2024
Q1 | $197K | Sell |
7,901
-11,559
| -59% | -$288K | ﹤0.01% | 5744 |
|
|
2023
Q4 | $462K | Sell |
19,460
-12,909
| -40% | -$306K | ﹤0.01% | 5645 |
|
|
2023
Q3 | $803K | Buy |
32,369
+96
| +0.3% | +$2.38K | ﹤0.01% | 4924 |
|
|
2023
Q2 | $710K | Sell |
32,273
-58,912
| -65% | -$1.3M | ﹤0.01% | 5030 |
|
|
2023
Q1 | $1.81M | Sell |
91,185
-311,853
| -77% | -$6.17M | ﹤0.01% | 4523 |
|
|
2022
Q4 | $9.62M | Buy |
403,038
+22,722
| +6% | +$542K | ﹤0.01% | 3133 |
|
|
2022
Q3 | $6.9M | Buy |
380,316
+14,288
| +4% | +$259K | ﹤0.01% | 3361 |
|
|
2022
Q2 | $3.66M | Buy |
366,028
+16,004
| +5% | +$160K | ﹤0.01% | 4028 |
|
|
2022
Q1 | $6.51M | Sell |
350,024
-20,983
| -6% | -$390K | ﹤0.01% | 3390 |
|
|
2021
Q4 | $11.6M | Buy |
371,007
+13,050
| +4% | +$408K | ﹤0.01% | 2786 |
|
|
2021
Q3 | $9.74M | Sell |
357,957
-2,341
| -0.6% | -$63.7K | ﹤0.01% | 2921 |
|
|
2021
Q2 | $10.2M | Sell |
360,298
-31,076
| -8% | -$883K | ﹤0.01% | 2956 |
|
|
2021
Q1 | $11.3M | Buy |
391,374
+31,053
| +9% | +$893K | ﹤0.01% | 2524 |
|
|
2020
Q4 | $10.8M | Buy |
360,321
+10,307
| +3% | +$308K | ﹤0.01% | 2432 |
|
|
2020
Q3 | $9.31M | Sell |
350,014
-17,108
| -5% | -$455K | ﹤0.01% | 2095 |
|
|
2020
Q2 | $7.97M | Buy |
367,122
+41,834
| +13% | +$908K | ﹤0.01% | 2180 |
|
|
2020
Q1 | $5.13M | Sell |
325,288
-32,660
| -9% | -$515K | ﹤0.01% | 2439 |
|
|
2019
Q4 | $9.68M | Sell |
357,948
-13,466
| -4% | -$364K | ﹤0.01% | 2471 |
|
|
2019
Q3 | $11.9M | Buy |
371,414
+3,795
| +1% | +$121K | ﹤0.01% | 1945 |
|
|
2019
Q2 | $14.1M | Sell |
367,619
-6,068
| -2% | -$232K | ﹤0.01% | 1805 |
|
|
2019
Q1 | $14.2M | Buy |
373,687
+365,272
| +4,341% | +$13.9M | ﹤0.01% | 1713 |
|
|
2018
Q4 | $280K | Buy |
8,415
+1,272
| +18% | +$42.3K | ﹤0.01% | 5138 |
|
|
2018
Q3 | $278K | Sell |
7,143
-1,391
| -16% | -$54.1K | ﹤0.01% | 5305 |
|
|
2018
Q2 | $344K | Sell |
8,534
-14
| -0.2% | -$564 | ﹤0.01% | 5305 |
|
|
2018
Q1 | $336K | Buy |
8,548
+225
| +3% | +$8.84K | ﹤0.01% | 5221 |
|
|
2017
Q4 | $333K | Buy |
8,323
+8
| +0.1% | +$320 | ﹤0.01% | 5189 |
|
|
2017
Q3 | $231K | Buy |
8,315
+738
| +10% | +$20.5K | ﹤0.01% | 5282 |
|
|
2017
Q2 | $205K | Sell |
7,577
-6,605
| -47% | -$179K | ﹤0.01% | 5314 |
|
|
2017
Q1 | $269K | Buy |
14,182
+9,712
| +217% | +$184K | ﹤0.01% | 5175 |
|
|
2016
Q4 | $65K | Buy |
4,470
+1,159
| +35% | +$16.9K | ﹤0.01% | 5682 |
|
|
2016
Q3 | $27K | Hold |
3,311
| – | – | ﹤0.01% | 5818 |
|
|
2016
Q2 | $13K | Buy |
3,311
+311
| +10% | +$1.22K | ﹤0.01% | 5983 |
|
|
2016
Q1 | $10K | Hold |
3,000
| – | – | ﹤0.01% | 6129 |
|
|
2015
Q4 | $13K | Buy |
3,000
+2,000
| +200% | +$8.67K | ﹤0.01% | 6175 |
|
|
2015
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 6415 |
|
|
2015
Q2 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 6444 |
|
|
2014
Q4 | – | Sell |
-1,639
| Closed | -$4K | – | 6593 |
|
|
2014
Q3 | $4K | Hold |
1,639
| – | – | ﹤0.01% | 6362 |
|
|
2014
Q2 | $4K | Hold |
1,639
| – | – | ﹤0.01% | 6313 |
|
|
2014
Q1 | $6K | Buy |
+1,639
| New | +$6K | ﹤0.01% | 6215 |
|