Morgan Stanley’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $73.3K | Buy |
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|
2024
Q1 | $56.1K | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $92.9K | Buy |
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|
2023
Q2 | $29K | Sell |
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|
2023
Q1 | $52.4K | Sell |
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|
2022
Q4 | $89.1K | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $915K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $558K | Sell |
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|
2021
Q3 | $924K | Buy |
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|
2021
Q2 | $109K | Buy |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $86K | Sell |
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|
2019
Q2 | $98K | Sell |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $777K | Buy |
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|
2018
Q3 | $795K | Sell |
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|
2018
Q2 | $829K | Buy |
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|
2018
Q1 | $714K | Buy |
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|
2017
Q4 | $737K | Buy |
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|
2017
Q3 | $585K | Buy |
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|
2017
Q2 | $430K | Sell |
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|
2017
Q1 | $414K | Sell |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $385K | Sell |
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|
2016
Q2 | $772K | Sell |
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|
2016
Q1 | $1.24M | Sell |
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|
2015
Q4 | $1.78M | Sell |
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|
2015
Q3 | $2.87M | Sell |
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|
2015
Q2 | $3.71M | Buy |
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|
2015
Q1 | $3.13M | Buy |
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|
2014
Q4 | $3.04M | Buy |
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|
2014
Q3 | $1.78M | Sell |
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|
2014
Q2 | $3.01M | Buy |
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|
2014
Q1 | $947K | Buy |
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|
2013
Q4 | $371K | Buy |
|