Morgan Stanley’s Streamline Health Solutions STRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-333
| Closed | -$1.73K | – | 8361 |
|
|
2025
Q2 | $1.73K | Sell |
333
-1,666
| -83% | -$5.74K | ﹤0.01% | 7251 |
|
|
2025
Q1 | $5.6K | Hold |
1,999
| – | – | ﹤0.01% | 6961 |
|
|
2024
Q4 | $7.52K | Buy |
1,999
+332
| +20% | +$935 | ﹤0.01% | 6896 |
|
|
2024
Q3 | $5.75K | Hold |
1,667
| – | – | ﹤0.01% | 6869 |
|
|
2024
Q2 | $11.5K | Hold |
1,667
| – | – | ﹤0.01% | 6627 |
|
|
2024
Q1 | $12K | Sell |
1,667
-3,000
| -64% | -$20.7K | ﹤0.01% | 6642 |
|
|
2023
Q4 | $29.8K | Buy |
4,667
+1,134
| +32% | +$7.22K | ﹤0.01% | 6524 |
|
|
2023
Q3 | $51.3K | Sell |
3,533
-279
| -7% | -$4.84K | ﹤0.01% | 6156 |
|
|
2023
Q2 | $72.6K | Sell |
3,812
-433
| -10% | -$10.4K | ﹤0.01% | 6071 |
|
|
2023
Q1 | $115K | Buy |
4,245
+1,978
| +87% | +$56.1K | ﹤0.01% | 5956 |
|
|
2022
Q4 | $53.7K | Buy |
+2,267
| New | +$55.2K | ﹤0.01% | 6257 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$157 | – | 7865 |
|
|
2022
Q2 | $0 | Sell |
7
-62
| -90% | -$1.25K | ﹤0.01% | 7964 |
|
|
2022
Q1 | $1K | Buy |
69
+62
| +886% | +$1.33K | ﹤0.01% | 7868 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 8102 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 8019 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 7799 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 7560 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 7108 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 6821 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 6717 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 6698 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 6755 |
|
|
2019
Q3 | $0 | Buy |
+7
| New | +$145 | ﹤0.01% | 6748 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | – | – | 6743 |
|
|
2019
Q1 | $0 | Hold |
27
| – | – | ﹤0.01% | 6698 |
|
|
2018
Q4 | $0 | Hold |
27
| – | – | ﹤0.01% | 6730 |
|
|
2018
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 6802 |
|
|
2018
Q2 | $1K | Buy |
+27
| New | +$616 | ﹤0.01% | 6607 |
|
|
2017
Q1 | – | Sell |
-1,610
| Closed | -$30K | – | 6609 |
|
|
2016
Q4 | $30K | Buy |
1,610
+1,497
| +1,325% | +$37.5K | ﹤0.01% | 5890 |
|
|
2016
Q3 | $3K | Sell |
113
-1,660
| -94% | -$37.3K | ﹤0.01% | 6328 |
|
|
2016
Q2 | $32K | Buy |
1,773
+1,771
| +88,550% | +$34.3K | ﹤0.01% | 5687 |
|
|
2016
Q1 | $0 | Sell |
2
-267
| -99% | -$6.02K | ﹤0.01% | 6706 |
|
|
2015
Q4 | $6K | Buy |
269
+2
| +0.7% | +$54 | ﹤0.01% | 6347 |
|
|
2015
Q3 | $9K | Hold |
267
| – | – | ﹤0.01% | 6264 |
|
|
2015
Q2 | $11K | Buy |
267
+100
| +60% | +$3.78K | ﹤0.01% | 6280 |
|
|
2015
Q1 | $9K | Sell |
167
-133
| -44% | -$8.02K | ﹤0.01% | 6241 |
|
|
2014
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 6066 |
|
|
2014
Q3 | $21K | Buy |
300
+133
| +80% | +$9.32K | ﹤0.01% | 5989 |
|
|
2014
Q2 | $12K | Sell |
167
-280
| -63% | -$20.8K | ﹤0.01% | 6150 |
|
|
2014
Q1 | $34K | Sell |
447
-266
| -37% | -$24.7K | ﹤0.01% | 5837 |
|
|
2013
Q4 | $74K | Buy |
+713
| New | +$78.3K | ﹤0.01% | 5463 |
|
