MAM
Morse Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
9,455
+4,931
| +109% | +$695K | 0.29% | 75 |
|
|
2025
Q1 | $528K | Buy |
4,524
+100
| +2% | +$11.7K | 0.13% | 110 |
|
|
2024
Q4 | $556K | Hold |
4,424
| – | – | 0.13% | 109 |
|
|
2024
Q3 | $461K | Buy |
4,424
+295
| +7% | +$30.8K | 0.1% | 134 |
|
|
2024
Q2 | $401K | Buy |
4,129
+20
| +0.5% | +$1.94K | 0.1% | 124 |
|
|
2024
Q1 | $387K | Sell |
4,109
-90
| -2% | -$8.48K | 0.1% | 115 |
|
|
2023
Q4 | $392K | Sell |
4,199
-8,674
| -67% | -$810K | 0.12% | 112 |
|
|
2023
Q3 | $1.05M | Sell |
12,873
-1,693
| -12% | -$138K | 0.33% | 77 |
|
|
2023
Q2 | $1.24M | Sell |
14,566
-14,727
| -50% | -$1.26M | 0.38% | 72 |
|
|
2023
Q1 | $2.57M | Buy |
29,293
+995
| +4% | +$87.4K | 0.87% | 42 |
|
|
2022
Q4 | $2.41M | Buy |
28,298
+2,185
| +8% | +$186K | 0.87% | 38 |
|
|
2022
Q3 | $2.06M | Buy |
26,113
+3,150
| +14% | +$249K | 0.78% | 42 |
|
|
2022
Q2 | $1.75M | Sell |
22,963
-9,990
| -30% | -$760K | 0.56% | 57 |
|
|
2022
Q1 | $2.88M | Sell |
32,953
-9,105
| -22% | -$796K | 0.72% | 42 |
|
|
2021
Q4 | $4.13M | Sell |
42,058
-165
| -0.4% | -$16.2K | 0.92% | 33 |
|
|
2021
Q3 | $4.11M | Buy |
42,223
+5,300
| +14% | +$516K | 0.98% | 27 |
|
|
2021
Q2 | $3.39M | Sell |
36,923
-2,972
| -7% | -$272K | 0.82% | 31 |
|
|
2021
Q1 | $3.1M | Buy |
39,895
+12,493
| +46% | +$970K | 0.79% | 38 |
|
|
2020
Q4 | $1.88M | Buy |
+27,402
| New | +$1.88M | 0.52% | 51 |
|