Morgan Stanley’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $528K | Sell |
171,940
-50,113
| -23% | -$154K | ﹤0.01% | 5457 |
|
|
2025
Q4 | $791K | Buy |
222,053
+131,037
| +144% | +$486K | ﹤0.01% | 5302 |
|
|
2025
Q3 | $318K | Sell |
91,016
-84,357
| -48% | -$289K | ﹤0.01% | 5702 |
|
|
2025
Q2 | $360K | Buy |
175,373
+144,885
| +475% | +$362K | ﹤0.01% | 5616 |
|
|
2025
Q1 | $34.8K | Buy |
30,488
+96
| +0.3% | +$74 | ﹤0.01% | 6387 |
|
|
2024
Q4 | $9.39K | Hold |
30,392
| – | – | ﹤0.01% | 6826 |
|
|
2024
Q3 | $9.94K | Buy |
30,392
+1,052
| +4% | +$436 | ﹤0.01% | 6722 |
|
|
2024
Q2 | $13.5K | Sell |
29,340
-41,214
| -58% | -$35.2K | ﹤0.01% | 6575 |
|
|
2024
Q1 | $111K | Buy |
70,554
+22,586
| +47% | +$42.9K | ﹤0.01% | 5944 |
|
|
2023
Q4 | $97.9K | Buy |
47,968
+42,506
| +778% | +$73.7K | ﹤0.01% | 6172 |
|
|
2023
Q3 | $7.65K | Sell |
5,462
-4,038
| -43% | -$4.18K | ﹤0.01% | 6807 |
|
|
2023
Q2 | $5.23K | Sell |
9,500
-8,506
| -47% | -$4.5K | ﹤0.01% | 6977 |
|
|
2023
Q1 | $12.2K | Sell |
18,006
-408
| -2% | -$520 | ﹤0.01% | 6818 |
|
|
2022
Q4 | $30.4K | Buy |
18,414
+16,989
| +1,192% | +$47.7K | ﹤0.01% | 6510 |
|
|
2022
Q3 | $6K | Buy |
1,425
+222
| +18% | +$1.3K | ﹤0.01% | 7219 |
|
|
2022
Q2 | $6K | Sell |
1,203
-3,272
| -73% | -$23.8K | ﹤0.01% | 7370 |
|
|
2022
Q1 | $33K | Buy |
4,475
+3,543
| +380% | +$23.9K | ﹤0.01% | 6905 |
|
|
2021
Q4 | $9K | Buy |
+932
| New | +$8.28K | ﹤0.01% | 7512 |
|
|
2021
Q3 | – | Sell |
-20,098
| Closed | -$200K | – | 8024 |
|
|
2021
Q2 | $200K | Sell |
20,098
-4,984
| -20% | -$50.2K | ﹤0.01% | 6017 |
|
|
2021
Q1 | $250K | Buy |
25,082
+24,062
| +2,359% | +$256K | ﹤0.01% | 5532 |
|
|
2020
Q4 | $11K | Buy |
1,020
+945
| +1,260% | +$9.73K | ﹤0.01% | 6609 |
|
|
2020
Q3 | $1K | Buy |
+75
| New | +$779 | ﹤0.01% | 6673 |
|
Other funds holding TOI
VCM
DM
KWM
JAIC
WC
CP
