Morgan Stanley’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Hold |
17,737
| – | – | ﹤0.01% | 6384 |
|
|
2025
Q1 | $40.1K | Hold |
17,737
| – | – | ﹤0.01% | 6346 |
|
|
2024
Q4 | $43.3K | Sell |
17,737
-9,293
| -34% | -$22.7K | ﹤0.01% | 6330 |
|
|
2024
Q3 | $69.7K | Hold |
27,030
| – | – | ﹤0.01% | 6124 |
|
|
2024
Q2 | $70.6K | Sell |
27,030
-9,708
| -26% | -$25.3K | ﹤0.01% | 6080 |
|
|
2024
Q1 | $102K | Sell |
36,738
-2,738
| -7% | -$7.61K | ﹤0.01% | 5984 |
|
|
2023
Q4 | $111K | Buy |
39,476
+22,239
| +129% | +$62.7K | ﹤0.01% | 6124 |
|
|
2023
Q3 | $49.1K | Buy |
17,237
+4,701
| +38% | +$13.4K | ﹤0.01% | 6176 |
|
|
2023
Q2 | $38.4K | Hold |
12,536
| – | – | ﹤0.01% | 6320 |
|
|
2023
Q1 | $33.5K | Hold |
12,536
| – | – | ﹤0.01% | 6432 |
|
|
2022
Q4 | $36.2K | Buy |
12,536
+12,530
| +208,833% | +$36.2K | ﹤0.01% | 6428 |
|
|
2022
Q3 | $0 | Buy |
6
+5
| +500% | – | ﹤0.01% | 7766 |
|
|
2022
Q2 | $0 | Sell |
1
-1,631
| -100% | – | ﹤0.01% | 7870 |
|
|
2022
Q1 | $8K | Buy |
1,632
+1,631
| +163,100% | +$8K | ﹤0.01% | 7468 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 8022 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 7967 |
|
|
2019
Q3 | – | Sell |
-124
| Closed | – | – | 6677 |
|
|
2019
Q2 | $0 | Sell |
124
-696
| -85% | – | ﹤0.01% | 6683 |
|
|
2019
Q1 | $1K | Hold |
820
| – | – | ﹤0.01% | 6512 |
|
|
2018
Q4 | $1K | Sell |
820
-12,530
| -94% | -$15.3K | ﹤0.01% | 6499 |
|
|
2018
Q3 | $20K | Sell |
13,350
-2,308
| -15% | -$3.46K | ﹤0.01% | 6133 |
|
|
2018
Q2 | $25K | Sell |
15,658
-500
| -3% | -$798 | ﹤0.01% | 6094 |
|
|
2018
Q1 | $41K | Sell |
16,158
-33,512
| -67% | -$85K | ﹤0.01% | 5936 |
|
|
2017
Q4 | $194K | Buy |
+49,670
| New | +$194K | ﹤0.01% | 5417 |
|
|
2016
Q2 | – | Sell |
-19
| Closed | – | – | 6563 |
|
|
2016
Q1 | $0 | Sell |
19
-4
| -17% | – | ﹤0.01% | 6632 |
|
|
2015
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 6715 |
|
|
2015
Q3 | – | Sell |
-23
| Closed | – | – | 6653 |
|
|
2015
Q2 | $0 | Buy |
23
+1
| +5% | – | ﹤0.01% | 6682 |
|
|
2015
Q1 | $0 | Sell |
22
-1
| -4% | – | ﹤0.01% | 6585 |
|
|
2014
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 6605 |
|
|
2014
Q3 | $0 | Sell |
23
-261
| -92% | – | ﹤0.01% | 6599 |
|
|
2014
Q2 | $1K | Buy |
284
+261
| +1,135% | +$919 | ﹤0.01% | 6434 |
|
|
2014
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 6498 |
|