OIAM
OFI Invest Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.6M | Buy |
421,597
+21,366
| +5% | +$2.56M | 1.25% | 19 |
|
|
2025
Q1 | $43.2M | Sell |
400,231
-130,137
| -25% | -$14.1M | 1.14% | 23 |
|
|
2024
Q4 | $64.4M | Buy |
+530,368
| New | +$64.4M | 1.52% | 11 |
|
|
2024
Q2 | $30.8M | Buy |
339,348
+337,347
| +16,859% | +$30.6M | 0.82% | 40 |
|
|
2024
Q1 | $174K | Sell |
2,001
-304,019
| -99% | -$26.5M | ﹤0.01% | 161 |
|
|
2023
Q4 | $25.8M | Sell |
306,020
-3,149
| -1% | -$266K | 0.87% | 42 |
|
|
2023
Q3 | $23.8M | Sell |
309,169
-383
| -0.1% | -$29.5K | 0.86% | 39 |
|
|
2023
Q2 | $26.4M | Sell |
309,552
-19,121,642
| -98% | -$1.63B | 1.05% | 41 |
|
|
2023
Q1 | $221M | Buy |
+19,431,194
| New | +$221M | 1.14% | 34 |
|