Perpetual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $612K | Hold |
7,200
| – | – | 0.07% | 138 |
|
|
2022
Q3 | $569K | Hold |
7,200
| – | – | 0.08% | 143 |
|
|
2022
Q2 | $548K | Buy |
7,200
+1,900
| +36% | +$145K | 0.08% | 148 |
|
|
2022
Q1 | $463K | Hold |
5,300
| – | – | 0.06% | 163 |
|
|
2021
Q4 | $520K | Buy |
5,300
+1,200
| +29% | +$118K | 0.06% | 168 |
|
|
2021
Q3 | $399K | Hold |
4,100
| – | – | 0.05% | 164 |
|
|
2021
Q2 | $376K | Sell |
4,100
-1,400
| -25% | -$128K | 0.05% | 167 |
|
|
2021
Q1 | $426K | Hold |
5,500
| – | – | 0.07% | 140 |
|
|
2020
Q4 | $373K | Buy |
+5,500
| New | +$373K | 0.06% | 165 |
|