Morgan Stanley’s Waterstone Financial WSBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
185,140
+2,861
+2% +$39.5K ﹤0.01% 4554
2025
Q1
$2.45M Sell
182,279
-12,044
-6% -$162K ﹤0.01% 4472
2024
Q4
$2.61M Sell
194,323
-20,532
-10% -$276K ﹤0.01% 4517
2024
Q3
$3.16M Buy
214,855
+27,990
+15% +$411K ﹤0.01% 4328
2024
Q2
$2.39M Sell
186,865
-8,818
-5% -$113K ﹤0.01% 4444
2024
Q1
$2.38M Sell
195,683
-249,005
-56% -$3.03M ﹤0.01% 4465
2023
Q4
$6.31M Buy
444,688
+377,149
+558% +$5.36M ﹤0.01% 4237
2023
Q3
$740K Sell
67,539
-22,074
-25% -$242K ﹤0.01% 4966
2023
Q2
$1.3M Buy
89,613
+9,461
+12% +$137K ﹤0.01% 4672
2023
Q1
$1.21M Buy
80,152
+41,225
+106% +$624K ﹤0.01% 4745
2022
Q4
$671K Buy
38,927
+6,263
+19% +$108K ﹤0.01% 5081
2022
Q3
$526K Sell
32,664
-2,187
-6% -$35.2K ﹤0.01% 5245
2022
Q2
$594K Sell
34,851
-15,198
-30% -$259K ﹤0.01% 5330
2022
Q1
$967K Sell
50,049
-7,729
-13% -$149K ﹤0.01% 5021
2021
Q4
$1.26M Buy
57,778
+11,089
+24% +$242K ﹤0.01% 4909
2021
Q3
$957K Sell
46,689
-9,760
-17% -$200K ﹤0.01% 5073
2021
Q2
$1.11M Buy
56,449
+50,526
+853% +$994K ﹤0.01% 5020
2021
Q1
$120K Sell
5,923
-15,881
-73% -$322K ﹤0.01% 5917
2020
Q4
$411K Buy
21,804
+13,036
+149% +$246K ﹤0.01% 5201
2020
Q3
$136K Sell
8,768
-2,847
-25% -$44.2K ﹤0.01% 5284
2020
Q2
$172K Buy
11,615
+6,379
+122% +$94.5K ﹤0.01% 5144
2020
Q1
$75K Sell
5,236
-28,380
-84% -$407K ﹤0.01% 5310
2019
Q4
$640K Buy
33,616
+23,383
+229% +$445K ﹤0.01% 4787
2019
Q3
$176K Buy
10,233
+7,042
+221% +$121K ﹤0.01% 5194
2019
Q2
$54K Sell
3,191
-14,185
-82% -$240K ﹤0.01% 5573
2019
Q1
$285K Sell
17,376
-36,112
-68% -$592K ﹤0.01% 4872
2018
Q4
$897K Sell
53,488
-21,673
-29% -$363K ﹤0.01% 4357
2018
Q3
$1.29M Sell
75,161
-17,118
-19% -$294K ﹤0.01% 4336
2018
Q2
$1.57M Buy
92,279
+12,342
+15% +$210K ﹤0.01% 4288
2018
Q1
$1.38M Sell
79,937
-13,527
-14% -$234K ﹤0.01% 4319
2017
Q4
$1.59M Buy
93,464
+15,712
+20% +$268K ﹤0.01% 4213
2017
Q3
$1.52M Sell
77,752
-18,200
-19% -$355K ﹤0.01% 4124
2017
Q2
$1.81M Buy
95,952
+33,435
+53% +$630K ﹤0.01% 3896
2017
Q1
$1.14M Sell
62,517
-107,722
-63% -$1.97M ﹤0.01% 4284
2016
Q4
$3.13M Buy
170,239
+29,139
+21% +$536K ﹤0.01% 3486
2016
Q3
$2.4M Buy
141,100
+131,510
+1,371% +$2.23M ﹤0.01% 3348
2016
Q2
$147K Sell
9,590
-2,025
-17% -$31K ﹤0.01% 5073
2016
Q1
$159K Sell
11,615
-7,305
-39% -$100K ﹤0.01% 5103
2015
Q4
$266K Sell
18,920
-82,883
-81% -$1.17M ﹤0.01% 4929
2015
Q3
$1.37M Sell
101,803
-209,134
-67% -$2.82M ﹤0.01% 3838
2015
Q2
$4.1M Buy
310,937
+207,277
+200% +$2.74M ﹤0.01% 2977
2015
Q1
$1.33M Sell
103,660
-95,360
-48% -$1.22M ﹤0.01% 3910
2014
Q4
$2.62M Sell
199,020
-77,704
-28% -$1.02M ﹤0.01% 3319
2014
Q3
$3.2M Buy
276,724
+22,555
+9% +$260K ﹤0.01% 3041
2014
Q2
$2.9M Buy
254,169
+77,424
+44% +$884K ﹤0.01% 3183
2014
Q1
$1.84M Buy
176,745
+136,319
+337% +$1.42M ﹤0.01% 3494
2013
Q4
$409K Buy
40,426
+195
+0.5% +$1.97K ﹤0.01% 4595
2013
Q3
$371K Buy
40,231
+12,058
+43% +$111K ﹤0.01% 4533
2013
Q2
$260K Buy
+28,173
New +$260K ﹤0.01% 4685