NatWest Group’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 | $7.09M | Buy |
50,326
+91
| +0.2% | +$12.8K | 2.1% | 25 |
|
|
2025
Q1 | $5.86M | Sell |
50,235
-13,814
| -22% | -$1.61M | 1.73% | 27 |
|
|
2024
Q4 | $8.05M | Buy |
+64,049
| New | +$8.05M | 2.38% | 18 |
|
|
2021
Q2 | – | Sell |
-11,950
| Closed | -$928K | – | 63 |
|
|
2021
Q1 | $928K | Sell |
11,950
-5,600
| -32% | -$435K | 0.45% | 42 |
|
|
2020
Q4 | $1.2M | Hold |
17,550
| – | – | 0.44% | 48 |
|
|
2020
Q3 | $849K | Sell |
17,550
-4,080
| -19% | -$197K | 0.18% | 58 |
|
|
2020
Q2 | $1.05M | Sell |
21,630
-4,316
| -17% | -$209K | 0.28% | 39 |
|
|
2020
Q1 | $882K | Hold |
25,946
| – | – | 0.24% | 51 |
|
|
2019
Q4 | $1.33M | Hold |
25,946
| – | – | 0.28% | 50 |
|
|
2019
Q3 | $1.11M | Sell |
25,946
-14,525
| -36% | -$620K | 0.27% | 49 |
|
|
2019
Q2 | $1.77M | Buy |
40,471
+3,866
| +11% | +$169K | 0.32% | 41 |
|
|
2019
Q1 | $1.55M | Sell |
36,605
-226,605
| -86% | -$9.56M | 0.31% | 38 |
|
|
2018
Q4 | $10.4M | Sell |
263,210
-3,760
| -1% | -$149K | 2.25% | 16 |
|
|
2018
Q3 | $12.4M | Sell |
266,970
-3,404
| -1% | -$159K | 2.29% | 15 |
|
|
2018
Q2 | $12.8M | Hold |
270,374
| – | – | 2.64% | 14 |
|
|
2018
Q1 | $14.6M | Sell |
270,374
-14,780
| -5% | -$798K | 3.1% | 13 |
|
|
2017
Q4 | $15M | Sell |
285,154
-2,966
| -1% | -$156K | 3.36% | 13 |
|
|
2017
Q3 | $13.9M | Sell |
288,120
-8,357
| -3% | -$403K | 3.44% | 12 |
|
|
2017
Q2 | $13.2M | Sell |
296,477
-12,404
| -4% | -$553K | 3.06% | 13 |
|
|
2017
Q1 | $13.2M | Sell |
308,881
-9,216
| -3% | -$395K | 2.81% | 14 |
|
|
2016
Q4 | $13.4M | Buy |
318,097
+11,473
| +4% | +$485K | 3.54% | 8 |
|
|
2016
Q3 | $9.83M | Sell |
306,624
-181,867
| -37% | -$5.83M | 2.32% | 15 |
|
|
2016
Q2 | $12.7M | Sell |
488,491
-46,307
| -9% | -$1.2M | 3.21% | 6 |
|
|
2016
Q1 | $13.4M | Sell |
534,798
-7,925
| -1% | -$198K | 2.99% | 7 |
|
|
2015
Q4 | $17.3M | Sell |
542,723
-119,404
| -18% | -$3.8M | 3.47% | 7 |
|
|
2015
Q3 | $20.9M | Buy |
662,127
+110,029
| +20% | +$3.47M | 0.47% | 18 |
|
|
2015
Q2 | $21.4M | Buy |
552,098
+224,653
| +69% | +$8.71M | 0.27% | 17 |
|
|
2015
Q1 | $11.7M | Buy |
327,445
+230,652
| +238% | +$8.23M | 0.15% | 51 |
|
|
2014
Q4 | $3.76K | Buy |
96,793
+82,058
| +557% | +$3.18K | 0.03% | 135 |
|
|
2014
Q3 | $509 | Buy |
14,735
+3,505
| +31% | +$121 | ﹤0.01% | 343 |
|
|
2014
Q2 | $363K | Sell |
11,230
-186,506
| -94% | -$6.03M | 0.02% | 396 |
|
|
2014
Q1 | $6.16M | Sell |
197,736
-100,856
| -34% | -$3.14M | 0.27% | 106 |
|
|
2013
Q4 | $9.36M | Buy |
298,592
+202,302
| +210% | +$6.34M | 0.24% | 100 |
|
|
2013
Q3 | $2.6M | Sell |
96,290
-5,661
| -6% | -$153K | 0.08% | 219 |
|
|
2013
Q2 | $2.49M | Buy |
+101,951
| New | +$2.49M | 0.04% | 276 |
|