Morgan Stanley’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Buy |
458,217
+43,774
| +11% | +$565K | ﹤0.01% | 3919 |
|
|
2025
Q1 | $5.43M | Buy |
414,443
+57,844
| +16% | +$757K | ﹤0.01% | 3858 |
|
|
2024
Q4 | $5.01M | Sell |
356,599
-17,912
| -5% | -$252K | ﹤0.01% | 3996 |
|
|
2024
Q3 | $4.27M | Sell |
374,511
-42,677
| -10% | -$486K | ﹤0.01% | 4083 |
|
|
2024
Q2 | $4.14M | Buy |
417,188
+107,486
| +35% | +$1.07M | ﹤0.01% | 4035 |
|
|
2024
Q1 | $2.64M | Sell |
309,702
-320,238
| -51% | -$2.73M | ﹤0.01% | 4391 |
|
|
2023
Q4 | $6.76M | Buy |
629,940
+345,678
| +122% | +$3.71M | ﹤0.01% | 4189 |
|
|
2023
Q3 | $3.7M | Sell |
284,262
-38,135
| -12% | -$496K | ﹤0.01% | 3953 |
|
|
2023
Q2 | $4.83M | Buy |
322,397
+44,010
| +16% | +$659K | ﹤0.01% | 3800 |
|
|
2023
Q1 | $3.48M | Sell |
278,387
-15,269
| -5% | -$191K | ﹤0.01% | 4078 |
|
|
2022
Q4 | $4M | Buy |
293,656
+13,288
| +5% | +$181K | ﹤0.01% | 3946 |
|
|
2022
Q3 | $3.45M | Buy |
280,368
+26,344
| +10% | +$324K | ﹤0.01% | 3988 |
|
|
2022
Q2 | $3.01M | Buy |
254,024
+34,153
| +16% | +$404K | ﹤0.01% | 4207 |
|
|
2022
Q1 | $3.3M | Buy |
219,871
+35,432
| +19% | +$531K | ﹤0.01% | 4112 |
|
|
2021
Q4 | $3.77M | Sell |
184,439
-13,557
| -7% | -$277K | ﹤0.01% | 4013 |
|
|
2021
Q3 | $3.69M | Sell |
197,996
-75,705
| -28% | -$1.41M | ﹤0.01% | 4041 |
|
|
2021
Q2 | $5.16M | Buy |
273,701
+233,915
| +588% | +$4.41M | ﹤0.01% | 3750 |
|
|
2021
Q1 | $631K | Sell |
39,786
-117,527
| -75% | -$1.86M | ﹤0.01% | 5027 |
|
|
2020
Q4 | $2.27M | Buy |
157,313
+34,434
| +28% | +$496K | ﹤0.01% | 4040 |
|
|
2020
Q3 | $1.6M | Buy |
122,879
+114,086
| +1,297% | +$1.49M | ﹤0.01% | 3849 |
|
|
2020
Q2 | $145K | Sell |
8,793
-69,831
| -89% | -$1.15M | ﹤0.01% | 5225 |
|
|
2020
Q1 | $939K | Buy |
78,624
+11,440
| +17% | +$137K | ﹤0.01% | 4003 |
|
|
2019
Q4 | $889K | Buy |
67,184
+28,993
| +76% | +$384K | ﹤0.01% | 4607 |
|
|
2019
Q3 | $398K | Buy |
38,191
+38,128
| +60,521% | +$397K | ﹤0.01% | 4796 |
|
|
2019
Q2 | $1K | Sell |
63
-46,788
| -100% | -$743K | ﹤0.01% | 6561 |
|
|
2019
Q1 | $620K | Sell |
46,851
-2,911
| -6% | -$38.5K | ﹤0.01% | 4430 |
|
|
2018
Q4 | $691K | Sell |
49,762
-43,439
| -47% | -$603K | ﹤0.01% | 4574 |
|
|
2018
Q3 | $1.55M | Buy |
93,201
+48,068
| +107% | +$798K | ﹤0.01% | 4199 |
|
|
2018
Q2 | $638K | Buy |
45,133
+4,030
| +10% | +$57K | ﹤0.01% | 4934 |
|
|
2018
Q1 | $448K | Buy |
41,103
+2,920
| +8% | +$31.8K | ﹤0.01% | 5069 |
|
|
2017
Q4 | $456K | Sell |
38,183
-11,412
| -23% | -$136K | ﹤0.01% | 5024 |
|
|
2017
Q3 | $523K | Sell |
49,595
-17,871
| -26% | -$188K | ﹤0.01% | 4857 |
|
|
2017
Q2 | $540K | Sell |
67,466
-41,285
| -38% | -$330K | ﹤0.01% | 4752 |
|
|
2017
Q1 | $1.08M | Buy |
108,751
+84,354
| +346% | +$839K | ﹤0.01% | 4325 |
|
|
2016
Q4 | $220K | Buy |
24,397
+8,430
| +53% | +$76K | ﹤0.01% | 5313 |
|
|
2016
Q3 | $145K | Buy |
15,967
+1,991
| +14% | +$18.1K | ﹤0.01% | 5150 |
|
|
2016
Q2 | $114K | Buy |
13,976
+7,316
| +110% | +$59.7K | ﹤0.01% | 5189 |
|
|
2016
Q1 | $39K | Buy |
6,660
+2,900
| +77% | +$17K | ﹤0.01% | 5700 |
|
|
2015
Q4 | $24K | Buy |
3,760
+157
| +4% | +$1K | ﹤0.01% | 5980 |
|
|
2015
Q3 | $25K | Buy |
+3,603
| New | +$25K | ﹤0.01% | 5978 |
|