Perritt Capital Management’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 | $1.97K | Sell |
14
-42
| -75% | -$5.92K | ﹤0.01% | 301 |
|
|
2025
Q1 | $6.53K | Buy |
+56
| New | +$6.53K | ﹤0.01% | 277 |
|
|
2023
Q1 | – | Sell |
-4,530
| Closed | -$385K | – | 299 |
|
|
2022
Q4 | $385K | Sell |
4,530
-33
| -0.7% | -$2.81K | 0.22% | 116 |
|
|
2022
Q3 | $361K | Hold |
4,563
| – | – | 0.23% | 108 |
|
|
2022
Q2 | $347K | Buy |
4,563
+63
| +1% | +$4.79K | 0.21% | 119 |
|
|
2022
Q1 | $393K | Sell |
4,500
-260
| -5% | -$22.7K | 0.21% | 117 |
|
|
2021
Q4 | $467K | Sell |
4,760
-75
| -2% | -$7.36K | 0.24% | 104 |
|
|
2021
Q3 | $470K | Hold |
4,835
| – | – | 0.26% | 108 |
|
|
2021
Q2 | $443K | Sell |
4,835
-440
| -8% | -$40.3K | 0.23% | 121 |
|
|
2021
Q1 | $410K | Hold |
5,275
| – | – | 0.22% | 122 |
|
|
2020
Q4 | $361K | Hold |
5,275
| – | – | 0.22% | 120 |
|
|
2020
Q3 | $255K | Hold |
5,275
| – | – | 0.19% | 130 |
|
|
2020
Q2 | $255K | Buy |
+5,275
| New | +$255K | 0.19% | 131 |
|
|
2020
Q1 | – | Sell |
-5,575
| Closed | -$285K | – | 204 |
|
|
2019
Q4 | $285K | Hold |
5,575
| – | – | 0.14% | 162 |
|
|
2019
Q3 | $238K | Sell |
5,575
-1,500
| -21% | -$64K | 0.1% | 194 |
|
|
2019
Q2 | $310K | Sell |
7,075
-50
| -0.7% | -$2.19K | 0.12% | 188 |
|
|
2019
Q1 | $301K | Sell |
7,125
-600
| -8% | -$25.3K | 0.11% | 189 |
|
|
2018
Q4 | $306K | Sell |
7,725
-450
| -6% | -$17.8K | 0.12% | 182 |
|
|
2018
Q3 | $381K | Buy |
8,175
+100
| +1% | +$4.66K | 0.11% | 184 |
|
|
2018
Q2 | $383K | Hold |
8,075
| – | – | 0.11% | 183 |
|
|
2018
Q1 | $446K | Hold |
8,075
| – | – | 0.13% | 168 |
|
|
2017
Q4 | $424K | Hold |
8,075
| – | – | 0.12% | 186 |
|
|
2017
Q3 | $389K | Hold |
8,075
| – | – | 0.1% | 197 |
|
|
2017
Q2 | $360K | Sell |
8,075
-100
| -1% | -$4.46K | 0.09% | 194 |
|
|
2017
Q1 | $350K | Buy |
+8,175
| New | +$350K | 0.09% | 195 |
|