Morgan Stanley’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
264,722
+48,559
| +22% | +$656K | ﹤0.01% | 4329 |
|
|
2025
Q1 | $1.87M | Buy |
216,163
+13,558
| +7% | +$117K | ﹤0.01% | 4644 |
|
|
2024
Q4 | $985K | Buy |
202,605
+52,890
| +35% | +$257K | ﹤0.01% | 5098 |
|
|
2024
Q3 | $1.16M | Buy |
149,715
+50,851
| +51% | +$393K | ﹤0.01% | 4971 |
|
|
2024
Q2 | $989K | Buy |
98,864
+24,859
| +34% | +$249K | ﹤0.01% | 4964 |
|
|
2024
Q1 | $899K | Sell |
74,005
-81,851
| -53% | -$994K | ﹤0.01% | 5014 |
|
|
2023
Q4 | $2.23M | Buy |
155,856
+108,090
| +226% | +$1.55M | ﹤0.01% | 4865 |
|
|
2023
Q3 | $372K | Buy |
47,766
+20,005
| +72% | +$156K | ﹤0.01% | 5303 |
|
|
2023
Q2 | $397K | Sell |
27,761
-99,576
| -78% | -$1.42M | ﹤0.01% | 5328 |
|
|
2023
Q1 | $1.86M | Sell |
127,337
-43,580
| -25% | -$638K | ﹤0.01% | 4502 |
|
|
2022
Q4 | $2.87M | Sell |
170,917
-31,032
| -15% | -$521K | ﹤0.01% | 4205 |
|
|
2022
Q3 | $2.99M | Buy |
201,949
+34,971
| +21% | +$518K | ﹤0.01% | 4123 |
|
|
2022
Q2 | $4.57M | Buy |
166,978
+6,343
| +4% | +$174K | ﹤0.01% | 3847 |
|
|
2022
Q1 | $6.06M | Sell |
160,635
-28,295
| -15% | -$1.07M | ﹤0.01% | 3472 |
|
|
2021
Q4 | $11.7M | Buy |
188,930
+164,498
| +673% | +$10.2M | ﹤0.01% | 2772 |
|
|
2021
Q3 | $2.09M | Sell |
24,432
-16,165
| -40% | -$1.38M | ﹤0.01% | 4533 |
|
|
2021
Q2 | $2.51M | Buy |
40,597
+30,259
| +293% | +$1.87M | ﹤0.01% | 4460 |
|
|
2021
Q1 | $504K | Sell |
10,338
-38,242
| -79% | -$1.86M | ﹤0.01% | 5147 |
|
|
2020
Q4 | $1.51M | Sell |
48,580
-36,866
| -43% | -$1.15M | ﹤0.01% | 4390 |
|
|
2020
Q3 | $1.78M | Buy |
85,446
+80,992
| +1,818% | +$1.69M | ﹤0.01% | 3760 |
|
|
2020
Q2 | $58K | Buy |
4,454
+3,388
| +318% | +$44.1K | ﹤0.01% | 5628 |
|
|
2020
Q1 | $10K | Sell |
1,066
-17,439
| -94% | -$164K | ﹤0.01% | 6017 |
|
|
2019
Q4 | $190K | Buy |
18,505
+14,873
| +409% | +$153K | ﹤0.01% | 5435 |
|
|
2019
Q3 | $53K | Buy |
3,632
+2,310
| +175% | +$33.7K | ﹤0.01% | 5704 |
|
|
2019
Q2 | $21K | Sell |
1,322
-6,714
| -84% | -$107K | ﹤0.01% | 5916 |
|
|
2019
Q1 | $102K | Buy |
8,036
+2,194
| +38% | +$27.8K | ﹤0.01% | 5380 |
|
|
2018
Q4 | $64K | Sell |
5,842
-488
| -8% | -$5.35K | ﹤0.01% | 5679 |
|
|
2018
Q3 | $114K | Buy |
+6,330
| New | +$114K | ﹤0.01% | 5649 |
|