Neo Ivy 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 | $1.47M | Buy |
+10,430
| New | +$1.47M | 0.47% | 77 |
|
|
2024
Q3 | – | Sell |
-38,092
| Closed | -$3.7M | – | 352 |
|
|
2024
Q2 | $3.7M | Buy |
+38,092
| New | +$3.7M | 0.73% | 34 |
|
|
2023
Q4 | $191K | Buy |
+2,044
| New | +$191K | 0.43% | 79 |
|
|
2023
Q3 | – | Sell |
-4,194
| Closed | -$358K | – | 409 |
|
|
2023
Q2 | $358K | Buy |
+4,194
| New | +$358K | 0.19% | 181 |
|
|
2022
Q4 | – | Sell |
-1,510
| Closed | -$119K | – | 482 |
|
|
2022
Q3 | $119K | Buy |
+1,510
| New | +$119K | 0.31% | 126 |
|
|
2020
Q2 | – | Sell |
-1,610
| Closed | -$55K | – | 546 |
|
|
2020
Q1 | $55K | Buy |
+1,610
| New | +$55K | 0.09% | 296 |
|
|
2019
Q4 | – | Sell |
-22,801
| Closed | -$946K | – | 354 |
|
|
2019
Q3 | $946K | Buy |
+22,801
| New | +$946K | 0.62% | 57 |
|