Nexus 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 | $20M | Hold |
141,701
| – | – | 2.98% | 20 |
|
|
2025
Q1 | $23.8M | Buy |
141,701
+9,674
| +7% | +$1.62M | 2.69% | 19 |
|
|
2024
Q4 | $16.6M | Sell |
132,027
-50,000
| -27% | -$6.29M | 1.66% | 31 |
|
|
2024
Q3 | $19M | Hold |
182,027
| – | – | 1.86% | 29 |
|
|
2024
Q2 | $17.7M | Hold |
182,027
| – | – | 1.86% | 29 |
|
|
2024
Q1 | $17.1M | Buy |
182,027
+10,686
| +6% | +$1.01M | 1.65% | 29 |
|
|
2023
Q4 | $16M | Hold |
171,341
| – | – | 1.67% | 30 |
|
|
2023
Q3 | $14M | Buy |
+171,341
| New | +$14M | 1.58% | 30 |
|