Morgan Stanley
XYZ

Morgan Stanley’s Block, Inc. XYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35B Buy
19,921,579
+179,593
+0.9% +$12.2M 0.09% 203
2025
Q1
$1.07B Buy
19,741,986
+215,531
+1% +$11.7M 0.08% 237
2024
Q4
$1.66B Buy
19,526,455
+3,122,411
+19% +$265M 0.12% 154
2024
Q3
$1.1B Sell
16,404,044
-1,586,700
-9% -$107M 0.08% 227
2024
Q2
$1.16B Buy
17,990,744
+732,554
+4% +$47.2M 0.09% 198
2024
Q1
$1.46B Sell
17,258,190
-18,978,600
-52% -$1.61B 0.12% 167
2023
Q4
$2.8B Buy
36,236,790
+20,734,850
+134% +$1.6B 0.12% 152
2023
Q3
$686M Sell
15,501,940
-2,747,478
-15% -$122M 0.07% 264
2023
Q2
$1.21B Sell
18,249,418
-4,297,387
-19% -$286M 0.12% 162
2023
Q1
$1.55B Buy
22,546,805
+752,455
+3% +$51.7M 0.17% 123
2022
Q4
$1.37B Sell
21,794,350
-1,225,112
-5% -$77M 0.16% 137
2022
Q3
$1.27B Sell
23,019,462
-4,406,734
-16% -$242M 0.17% 119
2022
Q2
$1.69B Sell
27,426,196
-340,130
-1% -$20.9M 0.22% 94
2022
Q1
$3.77B Buy
27,766,326
+1,113,510
+4% +$151M 0.51% 30
2021
Q4
$4.3B Sell
26,652,816
-317,286
-1% -$51.2M 0.53% 27
2021
Q3
$6.47B Sell
26,970,102
-1,945,189
-7% -$467M 0.87% 10
2021
Q2
$7.05B Buy
28,915,291
+448,982
+2% +$109M 0.93% 9
2021
Q1
$6.46B Buy
28,466,309
+221,370
+0.8% +$50.3M 0.95% 12
2020
Q4
$6.15B Sell
28,244,939
-6,855,554
-20% -$1.49B 0.95% 8
2020
Q3
$5.71B Sell
35,100,493
-94,407
-0.3% -$15.3M 1.1% 8
2020
Q2
$3.69B Buy
35,194,900
+19,954,087
+131% +$2.09B 0.82% 12
2020
Q1
$798M Buy
15,240,813
+5,496,983
+56% +$288M 0.22% 108
2019
Q4
$610M Buy
9,743,830
+2,852,987
+41% +$178M 0.14% 147
2019
Q3
$427M Sell
6,890,843
-494,687
-7% -$30.6M 0.11% 181
2019
Q2
$536M Sell
7,385,530
-4,159,299
-36% -$302M 0.14% 154
2019
Q1
$865M Buy
11,544,829
+3,209,212
+38% +$240M 0.24% 98
2018
Q4
$468M Buy
8,335,617
+6,180,603
+287% +$347M 0.14% 156
2018
Q3
$213M Sell
2,155,014
-663,568
-24% -$65.7M 0.05% 340
2018
Q2
$174M Sell
2,818,582
-1,659,074
-37% -$102M 0.05% 372
2018
Q1
$220M Buy
4,477,656
+3,211,307
+254% +$158M 0.06% 311
2017
Q4
$43.9M Sell
1,266,349
-44,412
-3% -$1.54M 0.01% 1039
2017
Q3
$37.8M Sell
1,310,761
-1,894,943
-59% -$54.6M 0.01% 1088
2017
Q2
$75.2M Buy
3,205,704
+2,672,695
+501% +$62.7M 0.02% 699
2017
Q1
$9.21M Sell
533,009
-440,095
-45% -$7.6M ﹤0.01% 2281
2016
Q4
$13.3M Buy
973,104
+681,515
+234% +$9.29M ﹤0.01% 1953
2016
Q3
$3.4M Sell
291,589
-315,026
-52% -$3.67M ﹤0.01% 3039
2016
Q2
$5.49M Buy
606,615
+295,594
+95% +$2.68M ﹤0.01% 2526
2016
Q1
$4.75M Buy
311,021
+134,247
+76% +$2.05M ﹤0.01% 2581
2015
Q4
$2.31M Buy
+176,774
New +$2.31M ﹤0.01% 3364