Morningstar Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
+5,834
| New | +$822K | 0.07% | 82 |
|
|
2025
Q1 | – | Sell |
-6,751
| Closed | -$849K | – | 164 |
|
|
2024
Q4 | $849K | Sell |
6,751
-12,843
| -66% | -$1.62M | 0.07% | 88 |
|
|
2024
Q3 | $2.2M | Sell |
19,594
-11,622
| -37% | -$1.3M | 0.22% | 43 |
|
|
2024
Q2 | $3.03M | Sell |
31,216
-5,384
| -15% | -$523K | 0.32% | 39 |
|
|
2024
Q1 | $3.45M | Hold |
36,600
| – | – | 0.37% | 34 |
|
|
2023
Q4 | $3.41M | Buy |
36,600
+32,542
| +802% | +$3.03M | 0.39% | 33 |
|
|
2023
Q3 | $331K | Buy |
4,058
+553
| +16% | +$45.1K | 0.05% | 119 |
|
|
2023
Q2 | $299K | Hold |
3,505
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $308K | Hold |
3,505
| – | – | 0.05% | 74 |
|
|
2022
Q4 | $298K | Buy |
+3,505
| New | +$298K | 0.05% | 76 |
|