Mutual of America Capital 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 | $22.9M | Sell |
162,873
-2,760
| -2% | -$389K | 0.25% | 52 |
|
|
2025
Q1 | $19.3M | Sell |
165,633
-5,569
| -3% | -$650K | 0.22% | 62 |
|
|
2024
Q4 | $21.5M | Sell |
171,202
-5,977
| -3% | -$751K | 0.23% | 54 |
|
|
2024
Q3 | $18.5M | Sell |
177,179
-6,862
| -4% | -$715K | 0.19% | 73 |
|
|
2024
Q2 | $17.9M | Sell |
184,041
-1,267
| -0.7% | -$123K | 0.2% | 74 |
|
|
2024
Q1 | $17.4M | Sell |
185,308
-3,438
| -2% | -$324K | 0.19% | 79 |
|
|
2023
Q4 | $17.6M | Sell |
188,746
-15,321
| -8% | -$1.43M | 0.2% | 74 |
|
|
2023
Q3 | $16.7M | Sell |
204,067
-9,740
| -5% | -$795K | 0.21% | 70 |
|
|
2023
Q2 | $18.3M | Sell |
213,807
-291
| -0.1% | -$24.9K | 0.21% | 70 |
|
|
2023
Q1 | $18.8M | Sell |
214,098
-2,222
| -1% | -$195K | 0.22% | 64 |
|
|
2022
Q4 | $18.4M | Buy |
216,320
+1,595
| +0.7% | +$136K | 0.23% | 65 |
|
|
2022
Q3 | $17M | Sell |
214,725
-5,331
| -2% | -$421K | 0.23% | 58 |
|
|
2022
Q2 | $16.7M | Buy |
220,056
+383
| +0.2% | +$29.1K | 0.21% | 70 |
|
|
2022
Q1 | $19.2M | Sell |
219,673
-393
| -0.2% | -$34.3K | 0.2% | 70 |
|
|
2021
Q4 | $21.6M | Sell |
220,066
-3,849
| -2% | -$378K | 0.22% | 62 |
|
|
2021
Q3 | $21.8M | Sell |
223,915
-2,832
| -1% | -$276K | 0.22% | 63 |
|
|
2021
Q2 | $20.8M | Sell |
226,747
-160
| -0.1% | -$14.7K | 0.21% | 67 |
|
|
2021
Q1 | $17.6M | Buy |
226,907
+12,891
| +6% | +$1M | 0.18% | 80 |
|
|
2020
Q4 | $14.7M | Buy |
214,016
+23,063
| +12% | +$1.58M | 0.17% | 91 |
|
|
2020
Q3 | $9.23M | Sell |
190,953
-8,708
| -4% | -$421K | 0.12% | 152 |
|
|
2020
Q2 | $9.64M | Sell |
199,661
-114,494
| -36% | -$5.53M | 0.14% | 126 |
|
|
2020
Q1 | $10.7M | Buy |
314,155
+25,853
| +9% | +$879K | 0.18% | 93 |
|
|
2019
Q4 | $14.7M | Sell |
288,302
-3,108
| -1% | -$159K | 0.19% | 82 |
|
|
2019
Q3 | $12.4M | Buy |
291,410
+2,842
| +1% | +$121K | 0.17% | 94 |
|
|
2019
Q2 | $12.6M | Buy |
288,568
+3,157
| +1% | +$138K | 0.18% | 86 |
|
|
2019
Q1 | $12M | Buy |
285,411
+15,833
| +6% | +$668K | 0.18% | 92 |
|
|
2018
Q4 | $10.7M | Buy |
269,578
+16,235
| +6% | +$644K | 0.18% | 90 |
|
|
2018
Q3 | $11.8M | Buy |
253,343
+4,246
| +2% | +$198K | 0.17% | 94 |
|
|
2018
Q2 | $11.8M | Sell |
249,097
-1,427
| -0.6% | -$67.6K | 0.18% | 89 |
|
|
2018
Q1 | $13.5M | Buy |
250,524
+1,850
| +0.7% | +$99.8K | 0.21% | 70 |
|
|
2017
Q4 | $13M | Buy |
248,674
+14,794
| +6% | +$776K | 0.2% | 72 |
|
|
2017
Q3 | $11.3M | Buy |
233,880
+15,099
| +7% | +$727K | 0.18% | 80 |
|
|
2017
Q2 | $9.75M | Sell |
218,781
-17,088
| -7% | -$761K | 0.17% | 94 |
|
|
2017
Q1 | $10.1M | Buy |
235,869
+17,719
| +8% | +$759K | 0.18% | 79 |
|
|
2016
Q4 | $9.22M | Buy |
218,150
+11,635
| +6% | +$492K | 0.17% | 89 |
|
|
2016
Q3 | $6.62M | Buy |
206,515
+30,478
| +17% | +$977K | 0.13% | 160 |
|
|
2016
Q2 | $4.57M | Buy |
176,037
+5,456
| +3% | +$142K | 0.1% | 277 |
|
|
2016
Q1 | $4.27M | Buy |
170,581
+2,012
| +1% | +$50.3K | 0.09% | 285 |
|
|
2015
Q4 | $5.36M | Sell |
168,569
-335
| -0.2% | -$10.7K | 0.12% | 187 |
|
|
2015
Q3 | $5.32M | Buy |
168,904
+681
| +0.4% | +$21.5K | 0.13% | 167 |
|
|
2015
Q2 | $6.53M | Buy |
168,223
+229
| +0.1% | +$8.88K | 0.14% | 136 |
|
|
2015
Q1 | $6M | Buy |
167,994
+3,089
| +2% | +$110K | 0.13% | 161 |
|
|
2014
Q4 | $6.4M | Buy |
164,905
+686
| +0.4% | +$26.6K | 0.14% | 145 |
|
|
2014
Q3 | $5.68M | Buy |
164,219
+16,649
| +11% | +$576K | 0.14% | 147 |
|
|
2014
Q2 | $4.77M | Sell |
147,570
-458
| -0.3% | -$14.8K | 0.11% | 212 |
|
|
2014
Q1 | $4.61M | Sell |
148,028
-3,040
| -2% | -$94.8K | 0.11% | 217 |
|
|
2013
Q4 | $4.74M | Buy |
151,068
+3,740
| +3% | +$117K | 0.12% | 209 |
|
|
2013
Q3 | $3.97M | Buy |
147,328
+1,956
| +1% | +$52.7K | 0.11% | 235 |
|
|
2013
Q2 | $3.55M | Buy |
+145,372
| New | +$3.55M | 0.1% | 242 |
|