MV 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 | $130K | Sell |
921
-1
| -0.1% | -$141 | 0.01% | 219 |
|
|
2025
Q1 | $108K | Buy |
922
+3
| +0.3% | +$350 | 0.01% | 231 |
|
|
2024
Q4 | $116K | Sell |
919
-151
| -14% | -$19K | 0.01% | 217 |
|
|
2024
Q3 | $112K | Sell |
1,070
-51
| -5% | -$5.32K | 0.01% | 222 |
|
|
2024
Q2 | $109K | Buy |
1,121
+83
| +8% | +$8.07K | 0.01% | 219 |
|
|
2024
Q1 | $97.7K | Sell |
1,038
-166
| -14% | -$15.6K | 0.01% | 229 |
|
|
2023
Q4 | $112K | Buy |
1,204
+13
| +1% | +$1.21K | 0.01% | 208 |
|
|
2023
Q3 | $97.3K | Buy |
1,191
+30
| +3% | +$2.45K | 0.01% | 209 |
|
|
2023
Q2 | $99.2K | Sell |
1,161
-78
| -6% | -$6.66K | 0.01% | 215 |
|
|
2023
Q1 | $109K | Buy |
1,239
+901
| +267% | +$79.1K | 0.02% | 196 |
|
|
2022
Q4 | $28.7K | Sell |
338
-6
| -2% | -$510 | ﹤0.01% | 290 |
|
|
2022
Q3 | $27K | Buy |
344
+39
| +13% | +$3.06K | ﹤0.01% | 292 |
|
|
2022
Q2 | $23K | Hold |
305
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $27K | Hold |
305
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $30K | Hold |
305
| – | – | ﹤0.01% | 264 |
|
|
2021
Q3 | $30K | Hold |
305
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $28K | Hold |
305
| – | – | ﹤0.01% | 248 |
|
|
2021
Q1 | $24K | Hold |
305
| – | – | ﹤0.01% | 214 |
|
|
2020
Q4 | $21K | Hold |
305
| – | – | ﹤0.01% | 205 |
|
|
2020
Q3 | $15K | Hold |
305
| – | – | ﹤0.01% | 203 |
|
|
2020
Q2 | $15K | Sell |
305
-59
| -16% | -$2.9K | ﹤0.01% | 212 |
|
|
2020
Q1 | $12K | Buy |
364
+117
| +47% | +$3.86K | ﹤0.01% | 209 |
|
|
2019
Q4 | $13K | Sell |
247
-31
| -11% | -$1.63K | ﹤0.01% | 232 |
|
|
2019
Q3 | $12K | Buy |
278
+31
| +13% | +$1.34K | ﹤0.01% | 229 |
|
|
2019
Q2 | $11K | Hold |
247
| – | – | ﹤0.01% | 231 |
|
|
2019
Q1 | $10K | Hold |
247
| – | – | ﹤0.01% | 232 |
|
|
2018
Q4 | $10K | Hold |
247
| – | – | ﹤0.01% | 225 |
|
|
2018
Q3 | $12K | Hold |
247
| – | – | ﹤0.01% | 233 |
|
|
2018
Q2 | $12K | Hold |
247
| – | – | ﹤0.01% | 237 |
|
|
2018
Q1 | $13K | Hold |
247
| – | – | ﹤0.01% | 226 |
|
|
2017
Q4 | $13K | Hold |
247
| – | – | ﹤0.01% | 234 |
|
|
2017
Q3 | $12K | Hold |
247
| – | – | ﹤0.01% | 238 |
|
|
2017
Q2 | $11K | Hold |
247
| – | – | ﹤0.01% | 244 |
|
|
2017
Q1 | $11K | Hold |
247
| – | – | ﹤0.01% | 237 |
|
|
2016
Q4 | $10K | Hold |
247
| – | – | ﹤0.01% | 234 |
|
|
2016
Q3 | $8K | Hold |
247
| – | – | ﹤0.01% | 243 |
|
|
2016
Q2 | $6K | Hold |
247
| – | – | ﹤0.01% | 265 |
|
|
2016
Q1 | $6K | Sell |
247
-768
| -76% | -$18.7K | ﹤0.01% | 252 |
|
|
2015
Q4 | $32K | Hold |
1,015
| – | – | 0.01% | 184 |
|
|
2015
Q3 | $32K | Buy |
1,015
+150
| +17% | +$4.73K | 0.01% | 170 |
|
|
2015
Q2 | $34K | Buy |
865
+768
| +792% | +$30.2K | 0.01% | 206 |
|
|
2015
Q1 | $3K | Hold |
97
| – | – | ﹤0.01% | 370 |
|
|
2014
Q4 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 412 |
|