Morgan Stanley’s Formula Systems FORTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $225K | Sell |
|
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $225K | Sell |
|
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|
2023
Q4 | $369K | Buy |
|
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|
2023
Q3 | $219K | Sell |
|
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $192K | Hold |
|
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $153K | Buy |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $103K | Sell |
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|
2020
Q3 | $112K | Hold |
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|
2020
Q2 | $101K | Hold |
|
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $91K | Sell |
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|
2019
Q3 | $84K | Buy |
|
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q4 | $45K | Hold |
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|
2018
Q3 | $54K | Hold |
|
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|
2018
Q2 | $44K | Sell |
|
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|
2018
Q1 | $71K | Hold |
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|
2017
Q4 | $79K | Buy |
|
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|
2017
Q3 | $83K | Buy |
|
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|
2017
Q2 | $68K | Buy |
|
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|
2017
Q1 | $56K | Hold |
|
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|
2016
Q4 | $58K | Buy |
|
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|
2016
Q3 | $40K | Hold |
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|
2016
Q2 | $33K | Sell |
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|
2016
Q1 | $31K | Buy |
|
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|
2015
Q4 | $25K | Buy |
|
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|
2015
Q3 | $23K | Sell |
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|
2015
Q2 | $23K | Buy |
|
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|
2015
Q1 | $24K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $26K | Buy |
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|
2013
Q4 | $18K | Buy |
|