Morgan Stanley’s Servotronics SVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,780
| Closed | -$18.9K | – | 8272 |
|
|
2025
Q1 | $18.9K | Hold |
1,780
| – | – | ﹤0.01% | 6592 |
|
|
2024
Q4 | $18.9K | Buy |
1,780
+875
| +97% | +$9.28K | ﹤0.01% | 6586 |
|
|
2024
Q3 | $10.2K | Sell |
905
-1,125
| -55% | -$12.7K | ﹤0.01% | 6717 |
|
|
2024
Q2 | $24.2K | Sell |
2,030
-300
| -13% | -$3.57K | ﹤0.01% | 6396 |
|
|
2024
Q1 | $32K | Sell |
2,330
-2,330
| -50% | -$32K | ﹤0.01% | 6361 |
|
|
2023
Q4 | $58.3K | Buy |
4,660
+2,330
| +100% | +$29.1K | ﹤0.01% | 6337 |
|
|
2023
Q3 | $25.7K | Buy |
2,330
+80
| +4% | +$881 | ﹤0.01% | 6410 |
|
|
2023
Q2 | $29.3K | Buy |
2,250
+350
| +18% | +$4.55K | ﹤0.01% | 6425 |
|
|
2023
Q1 | $20.1K | Hold |
1,900
| – | – | ﹤0.01% | 6630 |
|
|
2022
Q4 | $20.1K | Sell |
1,900
-7
| -0.4% | -$74 | ﹤0.01% | 6692 |
|
|
2022
Q3 | $21K | Buy |
1,907
+7
| +0.4% | +$77 | ﹤0.01% | 6774 |
|
|
2022
Q2 | $21K | Sell |
1,900
-111
| -6% | -$1.23K | ﹤0.01% | 6968 |
|
|
2022
Q1 | $30K | Buy |
2,011
+104
| +5% | +$1.55K | ﹤0.01% | 6964 |
|
|
2021
Q4 | $24K | Buy |
1,907
+7
| +0.4% | +$88 | ﹤0.01% | 7146 |
|
|
2021
Q3 | $22K | Hold |
1,900
| – | – | ﹤0.01% | 7058 |
|
|
2021
Q2 | $16K | Hold |
1,900
| – | – | ﹤0.01% | 7079 |
|
|
2021
Q1 | $16K | Hold |
1,900
| – | – | ﹤0.01% | 6806 |
|
|
2020
Q4 | $16K | Buy |
1,900
+700
| +58% | +$5.9K | ﹤0.01% | 6504 |
|
|
2020
Q3 | $9K | Hold |
1,200
| – | – | ﹤0.01% | 6307 |
|
|
2020
Q2 | $9K | Hold |
1,200
| – | – | ﹤0.01% | 6191 |
|
|
2020
Q1 | $8K | Hold |
1,200
| – | – | ﹤0.01% | 6083 |
|
|
2019
Q4 | $12K | Hold |
1,200
| – | – | ﹤0.01% | 6226 |
|
|
2019
Q3 | $12K | Sell |
1,200
-1,004
| -46% | -$10K | ﹤0.01% | 6156 |
|
|
2019
Q2 | $21K | Buy |
2,204
+4
| +0.2% | +$38 | ﹤0.01% | 5918 |
|
|
2019
Q1 | $27K | Hold |
2,200
| – | – | ﹤0.01% | 5920 |
|
|
2018
Q4 | $22K | Buy |
2,200
+1,000
| +83% | +$10K | ﹤0.01% | 5995 |
|
|
2018
Q3 | $13K | Sell |
1,200
-5,500
| -82% | -$59.6K | ﹤0.01% | 6250 |
|
|
2018
Q2 | $61K | Hold |
6,700
| – | – | ﹤0.01% | 5871 |
|
|
2018
Q1 | $66K | Sell |
6,700
-200
| -3% | -$1.97K | ﹤0.01% | 5819 |
|
|
2017
Q4 | $76K | Sell |
6,900
-700
| -9% | -$7.71K | ﹤0.01% | 5722 |
|
|
2017
Q3 | $65K | Hold |
7,600
| – | – | ﹤0.01% | 5702 |
|
|
2017
Q2 | $71K | Hold |
7,600
| – | – | ﹤0.01% | 5758 |
|
|
2017
Q1 | $84K | Buy |
7,600
+150
| +2% | +$1.66K | ﹤0.01% | 5662 |
|
|
2016
Q4 | $75K | Buy |
7,450
+600
| +9% | +$6.04K | ﹤0.01% | 5652 |
|
|
2016
Q3 | $77K | Hold |
6,850
| – | – | ﹤0.01% | 5413 |
|
|
2016
Q2 | $67K | Sell |
6,850
-2,000
| -23% | -$19.6K | ﹤0.01% | 5421 |
|
|
2016
Q1 | $65K | Hold |
8,850
| – | – | ﹤0.01% | 5506 |
|
|
2015
Q4 | $72K | Sell |
8,850
-2,806
| -24% | -$22.8K | ﹤0.01% | 5572 |
|
|
2015
Q3 | $78K | Buy |
11,656
+8,606
| +282% | +$57.6K | ﹤0.01% | 5541 |
|
|
2015
Q2 | $20K | Sell |
3,050
-3,000
| -50% | -$19.7K | ﹤0.01% | 6139 |
|
|
2015
Q1 | $41K | Hold |
6,050
| – | – | ﹤0.01% | 5867 |
|
|
2014
Q4 | $38K | Hold |
6,050
| – | – | ﹤0.01% | 5886 |
|
|
2014
Q3 | $47K | Sell |
6,050
-7
| -0.1% | -$54 | ﹤0.01% | 5749 |
|
|
2014
Q2 | $42K | Sell |
6,057
-13,293
| -69% | -$92.2K | ﹤0.01% | 5822 |
|
|
2014
Q1 | $150K | Sell |
19,350
-200
| -1% | -$1.55K | ﹤0.01% | 5257 |
|
|
2013
Q4 | $159K | Sell |
19,550
-1,000
| -5% | -$8.13K | ﹤0.01% | 5137 |
|
|
2013
Q3 | $179K | Sell |
20,550
-2,000
| -9% | -$17.4K | ﹤0.01% | 4928 |
|
|
2013
Q2 | $176K | Buy |
+22,550
| New | +$176K | ﹤0.01% | 4897 |
|