New York Life Investment 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 | $26M | Buy |
184,747
+1,985
| +1% | +$280K | 0.24% | 84 |
|
|
2025
Q1 | $21.3M | Sell |
182,762
-1,228
| -0.7% | -$143K | 0.22% | 96 |
|
|
2024
Q4 | $23.1M | Sell |
183,990
-608
| -0.3% | -$76.4K | 0.23% | 85 |
|
|
2024
Q3 | $19.2M | Sell |
184,598
-6,357
| -3% | -$663K | 0.19% | 106 |
|
|
2024
Q2 | $18.6M | Buy |
190,955
+1,355
| +0.7% | +$132K | 0.19% | 110 |
|
|
2024
Q1 | $17.9M | Sell |
189,600
-8,108
| -4% | -$763K | 0.18% | 106 |
|
|
2023
Q4 | $18.4M | Sell |
197,708
-27,593
| -12% | -$2.57M | 0.19% | 101 |
|
|
2023
Q3 | $18.4M | Sell |
225,301
-8,731
| -4% | -$713K | 0.2% | 97 |
|
|
2023
Q2 | $20M | Sell |
234,032
-2,036
| -0.9% | -$174K | 0.21% | 95 |
|
|
2023
Q1 | $20.7M | Buy |
236,068
+29,152
| +14% | +$2.56M | 0.23% | 91 |
|
|
2022
Q4 | $17.6M | Sell |
206,916
-3,508
| -2% | -$298K | 0.2% | 119 |
|
|
2022
Q3 | $16.6M | Sell |
210,424
-9,598
| -4% | -$758K | 0.2% | 109 |
|
|
2022
Q2 | $16.7M | Buy |
+220,022
| New | +$16.7M | 0.19% | 106 |
|