Morgan Stanley’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
74,973
+9,194
| +14% | +$93K | ﹤0.01% | 5249 |
|
|
2025
Q1 | $595K | Sell |
65,779
-6,426
| -9% | -$58.1K | ﹤0.01% | 5258 |
|
|
2024
Q4 | $697K | Buy |
72,205
+5,473
| +8% | +$52.8K | ﹤0.01% | 5278 |
|
|
2024
Q3 | $679K | Buy |
66,732
+15,604
| +31% | +$159K | ﹤0.01% | 5252 |
|
|
2024
Q2 | $532K | Sell |
51,128
-90,232
| -64% | -$938K | ﹤0.01% | 5265 |
|
|
2024
Q1 | $1.29M | Sell |
141,360
-117,786
| -45% | -$1.08M | ﹤0.01% | 4835 |
|
|
2023
Q4 | $2.02M | Buy |
259,146
+212,009
| +450% | +$1.65M | ﹤0.01% | 4923 |
|
|
2023
Q3 | $385K | Buy |
47,137
+8,083
| +21% | +$66K | ﹤0.01% | 5291 |
|
|
2023
Q2 | $366K | Sell |
39,054
-2,172
| -5% | -$20.3K | ﹤0.01% | 5371 |
|
|
2023
Q1 | $360K | Sell |
41,226
-25,172
| -38% | -$220K | ﹤0.01% | 5440 |
|
|
2022
Q4 | $558K | Sell |
66,398
-56,107
| -46% | -$472K | ﹤0.01% | 5187 |
|
|
2022
Q3 | $1.1M | Buy |
122,505
+9,853
| +9% | +$88.6K | ﹤0.01% | 4826 |
|
|
2022
Q2 | $1.3M | Sell |
112,652
-10,870
| -9% | -$125K | ﹤0.01% | 4849 |
|
|
2022
Q1 | $1.33M | Buy |
123,522
+76,968
| +165% | +$831K | ﹤0.01% | 4795 |
|
|
2021
Q4 | $660K | Buy |
+46,554
| New | +$660K | ﹤0.01% | 5383 |
|