Nisa Investment Advisors’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 | $69.5M | Sell |
493,616
-109,949
| -18% | -$15.5M | 0.31% | 43 |
|
|
2025
Q1 | $70.4M | Buy |
603,565
+13,218
| +2% | +$1.54M | 0.35% | 40 |
|
|
2024
Q4 | $74.2M | Buy |
590,347
+45,201
| +8% | +$5.68M | 0.29% | 45 |
|
|
2024
Q3 | $56.8M | Buy |
545,146
+77,225
| +17% | +$8.05M | 0.34% | 53 |
|
|
2024
Q2 | $45.5M | Sell |
467,921
-11,319
| -2% | -$1.1M | 0.29% | 63 |
|
|
2024
Q1 | $45.1M | Sell |
479,240
-503
| -0.1% | -$47.4K | 0.29% | 66 |
|
|
2023
Q4 | $44.7M | Buy |
479,743
+1,396
| +0.3% | +$130K | 0.32% | 63 |
|
|
2023
Q3 | $39.1M | Sell |
478,347
-42,737
| -8% | -$3.49M | 0.3% | 68 |
|
|
2023
Q2 | $44.5M | Buy |
521,084
+6,001
| +1% | +$512K | 0.33% | 58 |
|
|
2023
Q1 | $45.2M | Buy |
515,083
+8,932
| +2% | +$784K | 0.35% | 56 |
|
|
2022
Q4 | $43M | Sell |
506,151
-13,385
| -3% | -$1.14M | 0.34% | 69 |
|
|
2022
Q3 | $41.1M | Buy |
519,536
+4,173
| +0.8% | +$330K | 0.35% | 58 |
|
|
2022
Q2 | $39.2M | Sell |
515,363
-23,752
| -4% | -$1.81M | 0.34% | 62 |
|
|
2022
Q1 | $47.1M | Sell |
539,115
-2,800
| -0.5% | -$245K | 0.33% | 64 |
|
|
2021
Q4 | $55.6M | Buy |
541,915
+34,877
| +7% | +$3.58M | 0.42% | 50 |
|
|
2021
Q3 | $49.3K | Sell |
507,038
-2,307
| -0.5% | -$224 | 0.3% | 71 |
|
|
2021
Q2 | $46.7K | Sell |
509,345
-93,795
| -16% | -$8.6K | 0.29% | 70 |
|
|
2021
Q1 | $46.8K | Buy |
603,140
+10,398
| +2% | +$808 | 0.3% | 67 |
|
|
2020
Q4 | $40.6M | Buy |
592,742
+124,238
| +27% | +$8.51M | 0.26% | 85 |
|
|
2020
Q3 | $22.7M | Sell |
468,504
-400
| -0.1% | -$19.3K | 0.18% | 132 |
|
|
2020
Q2 | $22.6M | Buy |
468,904
+8,170
| +2% | +$395K | 0.21% | 111 |
|
|
2020
Q1 | $15.7M | Sell |
460,734
-14,811
| -3% | -$504K | 0.17% | 132 |
|
|
2019
Q4 | $24.3M | Sell |
475,545
-283,450
| -37% | -$14.5M | 0.21% | 112 |
|
|
2019
Q3 | $32.4M | Buy |
758,995
+62,795
| +9% | +$2.68M | 0.29% | 72 |
|
|
2019
Q2 | $30.5M | Buy |
696,200
+113,950
| +20% | +$4.99M | 0.29% | 75 |
|
|
2019
Q1 | $24.6M | Sell |
582,250
-78,858
| -12% | -$3.33M | 0.24% | 95 |
|
|
2018
Q4 | $26.2M | Buy |
661,108
+27,200
| +4% | +$1.08M | 0.29% | 79 |
|
|
2018
Q3 | $29.9M | Sell |
633,908
-19,285
| -3% | -$911K | 0.27% | 81 |
|
|
2018
Q2 | $31.3M | Sell |
653,193
-16,592
| -2% | -$795K | 0.32% | 69 |
|
|
2018
Q1 | $35.7M | Sell |
669,785
-1,700
| -0.3% | -$90.7K | 0.37% | 60 |
|
|
2017
Q4 | $34.8M | Buy |
671,485
+149,250
| +29% | +$7.73M | 0.36% | 57 |
|
|
2017
Q3 | $25.2M | Sell |
522,235
-35,257
| -6% | -$1.7M | 0.28% | 80 |
|
|
2017
Q2 | $24.5M | Buy |
557,492
+40,680
| +8% | +$1.79M | 0.29% | 77 |
|
|
2017
Q1 | $22.1M | Sell |
516,812
-1,415
| -0.3% | -$60.6K | 0.26% | 85 |
|
|
2016
Q4 | $21.9M | Sell |
518,227
-9,050
| -2% | -$382K | 0.27% | 78 |
|
|
2016
Q3 | $16.9M | Buy |
527,277
+7,148
| +1% | +$229K | 0.22% | 103 |
|
|
2016
Q2 | $13.5M | Buy |
520,129
+27,800
| +6% | +$722K | 0.18% | 127 |
|
|
2016
Q1 | $12.3M | Sell |
492,329
-25,800
| -5% | -$645K | 0.18% | 129 |
|
|
2015
Q4 | $16.5M | Buy |
518,129
+8,998
| +2% | +$286K | 0.24% | 99 |
|
|
2015
Q3 | $16.2M | Sell |
509,131
-2,448
| -0.5% | -$77.7K | 0.25% | 95 |
|
|
2015
Q2 | $19.8M | Sell |
511,579
-34,575
| -6% | -$1.34M | 0.28% | 84 |
|
|
2015
Q1 | $19.5M | Buy |
546,154
+3,900
| +0.7% | +$139K | 0.27% | 86 |
|
|
2014
Q4 | $21M | Sell |
542,254
-3,500
| -0.6% | -$136K | 0.29% | 79 |
|
|
2014
Q3 | $18.9M | Buy |
545,754
+6,600
| +1% | +$228K | 0.26% | 86 |
|
|
2014
Q2 | $17.4M | Buy |
539,154
+26,000
| +5% | +$841K | 0.24% | 94 |
|
|
2014
Q1 | $16M | Sell |
513,154
-3,700
| -0.7% | -$115K | 0.23% | 98 |
|
|
2013
Q4 | $16.2M | Sell |
516,854
-8,400
| -2% | -$263K | 0.23% | 96 |
|
|
2013
Q3 | $14.2M | Sell |
525,254
-2,200
| -0.4% | -$59.3K | 0.22% | 102 |
|
|
2013
Q2 | $12.9M | Buy |
+527,454
| New | +$12.9M | 0.2% | 109 |
|