NFJ Investment 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 | $23.2M | Sell |
164,569
-9,928
| -6% | -$1.4M | 0.81% | 41 |
|
2025
Q1 | $20.4M | Sell |
174,497
-33,905
| -16% | -$3.96M | 0.68% | 49 |
|
2024
Q4 | $26.2M | Sell |
208,402
-43,456
| -17% | -$5.46M | 0.84% | 35 |
|
2024
Q3 | $26.3M | Sell |
251,858
-2,811
| -1% | -$293K | 0.77% | 40 |
|
2024
Q2 | $24.8M | Sell |
254,669
-12,400
| -5% | -$1.21M | 0.76% | 41 |
|
2024
Q1 | $25.1M | Sell |
267,069
-195
| -0.1% | -$18.4K | 0.69% | 48 |
|
2023
Q4 | $24.9M | Sell |
267,264
-10,530
| -4% | -$982K | 0.69% | 48 |
|
2023
Q3 | $22.7M | Sell |
277,794
-117,959
| -30% | -$9.63M | 0.66% | 56 |
|
2023
Q2 | $33.8M | Sell |
395,753
-10,417
| -3% | -$890K | 0.9% | 34 |
|
2023
Q1 | $35.7M | Sell |
406,170
-28,048
| -6% | -$2.46M | 0.95% | 26 |
|
2022
Q4 | $36.9M | Sell |
434,218
-399,804
| -48% | -$34M | 0.97% | 25 |
|
2022
Q3 | $35.6M | Buy |
834,022
+358,018
| +75% | +$15.3M | 0.93% | 20 |
|
2022
Q2 | $36.2M | Sell |
476,004
-6,330
| -1% | -$481K | 0.87% | 26 |
|
2022
Q1 | $42.2M | Buy |
482,334
+17,030
| +4% | +$1.49M | 0.86% | 24 |
|
2021
Q4 | $45.7M | Buy |
465,304
+178,285
| +62% | +$17.5M | 0.83% | 25 |
|
2021
Q3 | $27.9M | Buy |
287,019
+3,577
| +1% | +$348K | 0.55% | 55 |
|
2021
Q2 | $26M | Buy |
283,442
+1,788
| +0.6% | +$164K | 0.49% | 58 |
|
2021
Q1 | $21.9M | Buy |
+281,654
| New | +$21.9M | 0.44% | 65 |
|