Morgan Stanley’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
230,244
+19,383
| +9% | +$146K | ﹤0.01% | 4793 |
|
|
2025
Q1 | $1.64M | Buy |
210,861
+4,560
| +2% | +$35.6K | ﹤0.01% | 4723 |
|
|
2024
Q4 | $1.6M | Sell |
206,301
-22,442
| -10% | -$174K | ﹤0.01% | 4849 |
|
|
2024
Q3 | $1.88M | Sell |
228,743
-1,505
| -0.7% | -$12.3K | ﹤0.01% | 4698 |
|
|
2024
Q2 | $1.81M | Buy |
230,248
+8,789
| +4% | +$69.1K | ﹤0.01% | 4628 |
|
|
2024
Q1 | $1.75M | Sell |
221,459
-229,685
| -51% | -$1.82M | ﹤0.01% | 4669 |
|
|
2023
Q4 | $3.47M | Buy |
451,144
+13,316
| +3% | +$103K | ﹤0.01% | 4613 |
|
|
2023
Q3 | $3.13M | Sell |
437,828
-20,208
| -4% | -$145K | ﹤0.01% | 4072 |
|
|
2023
Q2 | $3.49M | Sell |
458,036
-13,750
| -3% | -$105K | ﹤0.01% | 4031 |
|
|
2023
Q1 | $3.73M | Sell |
471,786
-16,078
| -3% | -$127K | ﹤0.01% | 4022 |
|
|
2022
Q4 | $3.7M | Buy |
487,864
+9,736
| +2% | +$73.9K | ﹤0.01% | 4005 |
|
|
2022
Q3 | $3.52M | Sell |
478,128
-2,970
| -0.6% | -$21.8K | ﹤0.01% | 3975 |
|
|
2022
Q2 | $3.88M | Buy |
481,098
+275,386
| +134% | +$2.22M | ﹤0.01% | 3988 |
|
|
2022
Q1 | $1.77M | Buy |
205,712
+2,979
| +1% | +$25.6K | ﹤0.01% | 4605 |
|
|
2021
Q4 | $1.95M | Buy |
202,733
+9,680
| +5% | +$93.3K | ﹤0.01% | 4610 |
|
|
2021
Q3 | $1.88M | Buy |
193,053
+827
| +0.4% | +$8.06K | ﹤0.01% | 4620 |
|
|
2021
Q2 | $1.88M | Sell |
192,226
-24,508
| -11% | -$239K | ﹤0.01% | 4681 |
|
|
2021
Q1 | $2.01M | Sell |
216,734
-3,790
| -2% | -$35.2K | ﹤0.01% | 4253 |
|
|
2020
Q4 | $2.03M | Sell |
220,524
-72,725
| -25% | -$669K | ﹤0.01% | 4150 |
|
|
2020
Q3 | $2.66M | Sell |
293,249
-268,744
| -48% | -$2.43M | ﹤0.01% | 3401 |
|
|
2020
Q2 | $4.81M | Sell |
561,993
-32,177
| -5% | -$275K | ﹤0.01% | 2713 |
|
|
2020
Q1 | $5.01M | Buy |
594,170
+22,964
| +4% | +$194K | ﹤0.01% | 2460 |
|
|
2019
Q4 | $5.19M | Buy |
571,206
+50,405
| +10% | +$458K | ﹤0.01% | 3171 |
|
|
2019
Q3 | $4.78M | Buy |
520,801
+10,154
| +2% | +$93.2K | ﹤0.01% | 2920 |
|
|
2019
Q2 | $4.57M | Buy |
510,647
+26,355
| +5% | +$236K | ﹤0.01% | 3006 |
|
|
2019
Q1 | $4.27M | Buy |
484,292
+44,681
| +10% | +$394K | ﹤0.01% | 2862 |
|
|
2018
Q4 | $3.67M | Buy |
439,611
+57,320
| +15% | +$479K | ﹤0.01% | 3241 |
|
|
2018
Q3 | $3.23M | Sell |
382,291
-30,767
| -7% | -$260K | ﹤0.01% | 3612 |
|
|
2018
Q2 | $3.58M | Sell |
413,058
-5,915
| -1% | -$51.3K | ﹤0.01% | 3540 |
|
|
2018
Q1 | $3.62M | Buy |
418,973
+17,672
| +4% | +$153K | ﹤0.01% | 3395 |
|
|
2017
Q4 | $3.74M | Sell |
401,301
-35,429
| -8% | -$330K | ﹤0.01% | 3413 |
|
|
2017
Q3 | $4.25M | Sell |
436,730
-8,600
| -2% | -$83.7K | ﹤0.01% | 3139 |
|
|
2017
Q2 | $4.38M | Sell |
445,330
-23,570
| -5% | -$232K | ﹤0.01% | 2993 |
|
|
2017
Q1 | $4.47M | Buy |
468,900
+701
| +0.1% | +$6.69K | ﹤0.01% | 2963 |
|
|
2016
Q4 | $4.45M | Sell |
468,199
-79,723
| -15% | -$758K | ﹤0.01% | 3118 |
|
|
2016
Q3 | $5.78M | Buy |
547,922
+70,284
| +15% | +$742K | ﹤0.01% | 2529 |
|
|
2016
Q2 | $5.05M | Sell |
477,638
-6,223
| -1% | -$65.8K | ﹤0.01% | 2602 |
|
|
2016
Q1 | $5.02M | Buy |
483,861
+26,572
| +6% | +$276K | ﹤0.01% | 2532 |
|
|
2015
Q4 | $4.67M | Buy |
457,289
+14,401
| +3% | +$147K | ﹤0.01% | 2728 |
|
|
2015
Q3 | $4.38M | Buy |
442,888
+33,876
| +8% | +$335K | ﹤0.01% | 2771 |
|
|
2015
Q2 | $3.97M | Sell |
409,012
-3,437
| -0.8% | -$33.4K | ﹤0.01% | 2999 |
|
|
2015
Q1 | $4.15M | Buy |
412,449
+44,894
| +12% | +$451K | ﹤0.01% | 2930 |
|
|
2014
Q4 | $3.59M | Buy |
367,555
+24,173
| +7% | +$236K | ﹤0.01% | 3038 |
|
|
2014
Q3 | $3.33M | Buy |
343,382
+20,007
| +6% | +$194K | ﹤0.01% | 3007 |
|
|
2014
Q2 | $3.16M | Buy |
323,375
+40,866
| +14% | +$399K | ﹤0.01% | 3103 |
|
|
2014
Q1 | $2.69M | Sell |
282,509
-7,703
| -3% | -$73.3K | ﹤0.01% | 3166 |
|
|
2013
Q4 | $2.63M | Buy |
290,212
+6,493
| +2% | +$58.8K | ﹤0.01% | 3173 |
|
|
2013
Q3 | $2.59M | Buy |
283,719
+6,171
| +2% | +$56.3K | ﹤0.01% | 3017 |
|
|
2013
Q2 | $2.64M | Buy |
+277,548
| New | +$2.64M | ﹤0.01% | 2922 |
|