Park Avenue Securities’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 | $8.98M | Buy |
63,774
+7,696
| +14% | +$1.08M | 0.08% | 179 |
|
2025
Q1 | $6.54M | Buy |
56,078
+26,778
| +91% | +$3.12M | 0.08% | 170 |
|
2024
Q4 | $3.68M | Buy |
29,300
+5,368
| +22% | +$675K | 0.04% | 308 |
|
2024
Q3 | $2.5M | Sell |
23,932
-2,461
| -9% | -$257K | 0.03% | 374 |
|
2024
Q2 | $2.57M | Buy |
26,393
+2,969
| +13% | +$289K | 0.03% | 344 |
|
2024
Q1 | $2.21M | Sell |
23,424
-2,479
| -10% | -$233K | 0.03% | 389 |
|
2023
Q4 | $2.42M | Buy |
25,903
+1,863
| +8% | +$174K | 0.03% | 325 |
|
2023
Q3 | $1.96M | Sell |
24,040
-56
| -0.2% | -$4.57K | 0.03% | 338 |
|
2023
Q2 | $2.06M | Buy |
24,096
+2,481
| +11% | +$212K | 0.03% | 313 |
|
2023
Q1 | $1.9M | Buy |
21,615
+166
| +0.8% | +$14.6K | 0.03% | 302 |
|
2022
Q4 | $1.82M | Sell |
21,449
-5,967
| -22% | -$507K | 0.03% | 331 |
|
2022
Q3 | $2.17M | Sell |
27,416
-854
| -3% | -$67.5K | 0.04% | 251 |
|
2022
Q2 | $2.15M | Buy |
28,270
+124
| +0.4% | +$9.43K | 0.04% | 259 |
|
2022
Q1 | $2.46M | Sell |
28,146
-34
| -0.1% | -$2.97K | 0.04% | 234 |
|
2021
Q4 | $2.77M | Buy |
28,180
+1,816
| +7% | +$178K | 0.05% | 217 |
|
2021
Q3 | $2.57M | Buy |
26,364
+863
| +3% | +$84K | 0.05% | 199 |
|
2021
Q2 | $2.34M | Buy |
25,501
+3,655
| +17% | +$335K | 0.05% | 199 |
|
2021
Q1 | $1.7M | Buy |
21,846
+3,673
| +20% | +$285K | 0.04% | 228 |
|
2020
Q4 | $1.25M | Buy |
18,173
+3,832
| +27% | +$263K | 0.03% | 245 |
|
2020
Q3 | $693K | Buy |
14,341
+1,459
| +11% | +$70.5K | 0.02% | 325 |
|
2020
Q2 | $622K | Buy |
+12,882
| New | +$622K | 0.02% | 295 |
|
2020
Q1 | – | Sell |
-6,890
| Closed | -$352K | – | 487 |
|
2019
Q4 | $352K | Buy |
6,890
+1,053
| +18% | +$53.8K | 0.01% | 426 |
|
2019
Q3 | $249K | Buy |
+5,837
| New | +$249K | 0.01% | 446 |
|
2019
Q2 | – | Sell |
-4,917
| Closed | -$214K | – | 394 |
|
2019
Q1 | $214K | Buy |
+4,917
| New | +$214K | 0.01% | 427 |
|