Principal Financial Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566M | Sell |
4,021,051
-48,216
| -1% | -$6.79M | 0.3% | 72 |
|
|
2025
Q1 | $475M | Sell |
4,069,267
-167,918
| -4% | -$19.6M | 0.27% | 84 |
|
|
2024
Q4 | $533M | Sell |
4,237,185
-474,620
| -10% | -$59.7M | 0.29% | 72 |
|
|
2024
Q3 | $491M | Buy |
4,711,805
+36,120
| +0.8% | +$3.77M | 0.27% | 84 |
|
|
2024
Q2 | $454M | Buy |
4,675,685
+6,596
| +0.1% | +$641K | 0.27% | 82 |
|
|
2024
Q1 | $440M | Sell |
4,669,089
-304,456
| -6% | -$28.7M | 0.26% | 89 |
|
|
2023
Q4 | $464M | Sell |
4,973,545
-178,834
| -3% | -$16.7M | 0.3% | 76 |
|
|
2023
Q3 | $421M | Sell |
5,152,379
-138,047
| -3% | -$11.3M | 0.3% | 75 |
|
|
2023
Q2 | $452M | Sell |
5,290,426
-43,745
| -0.8% | -$3.74M | 0.31% | 78 |
|
|
2023
Q1 | $468M | Buy |
5,334,171
+62,016
| +1% | +$5.45M | 0.33% | 70 |
|
|
2022
Q4 | $448M | Sell |
5,272,155
-38,036
| -0.7% | -$3.23M | 0.34% | 75 |
|
|
2022
Q3 | $420M | Buy |
5,310,191
+451,471
| +9% | +$35.7M | 0.33% | 74 |
|
|
2022
Q2 | $370M | Sell |
4,858,720
-44,671
| -0.9% | -$3.4M | 0.27% | 90 |
|
|
2022
Q1 | $429M | Buy |
4,903,391
+1,372,991
| +39% | +$120M | 0.27% | 95 |
|
|
2021
Q4 | $347M | Sell |
3,530,400
-189,985
| -5% | -$18.6M | 0.21% | 128 |
|
|
2021
Q3 | $362M | Sell |
3,720,385
-14,916
| -0.4% | -$1.45M | 0.24% | 112 |
|
|
2021
Q2 | $342M | Sell |
3,735,301
-254,708
| -6% | -$23.4M | 0.22% | 117 |
|
|
2021
Q1 | $310M | Sell |
3,990,009
-127,174
| -3% | -$9.88M | 0.22% | 119 |
|
|
2020
Q4 | $282M | Buy |
4,117,183
+362,192
| +10% | +$24.8M | 0.21% | 129 |
|
|
2020
Q3 | $182M | Sell |
3,754,991
-85,693
| -2% | -$4.14M | 0.15% | 157 |
|
|
2020
Q2 | $186M | Buy |
3,840,684
+247,444
| +7% | +$12M | 0.16% | 150 |
|
|
2020
Q1 | $122M | Buy |
3,593,240
+1,831,911
| +104% | +$62.3M | 0.14% | 184 |
|
|
2019
Q4 | $90M | Sell |
1,761,329
-91,690
| -5% | -$4.69M | 0.08% | 283 |
|
|
2019
Q3 | $79.1M | Sell |
1,853,019
-18,941
| -1% | -$808K | 0.07% | 292 |
|
|
2019
Q2 | $82M | Buy |
1,871,960
+960
| +0.1% | +$42.1K | 0.07% | 287 |
|
|
2019
Q1 | $79M | Sell |
1,871,000
-59,167
| -3% | -$2.5M | 0.07% | 288 |
|
|
2018
Q4 | $76.5M | Sell |
1,930,167
-541,106
| -22% | -$21.5M | 0.08% | 275 |
|
|
2018
Q3 | $115M | Sell |
2,471,273
-78,822
| -3% | -$3.67M | 0.1% | 239 |
|
|
2018
Q2 | $121M | Buy |
2,550,095
+580,952
| +30% | +$27.5M | 0.11% | 216 |
|
|
2018
Q1 | $106M | Sell |
1,969,143
-34,031
| -2% | -$1.84M | 0.1% | 237 |
|
|
2017
Q4 | $105M | Buy |
2,003,174
+10,142
| +0.5% | +$532K | 0.1% | 255 |
|
|
2017
Q3 | $96M | Sell |
1,993,032
-62,393
| -3% | -$3.01M | 0.09% | 265 |
|
|
2017
Q2 | $91.6M | Sell |
2,055,425
-2,383,073
| -54% | -$106M | 0.09% | 269 |
|
|
2017
Q1 | $190M | Sell |
4,438,498
-341,831
| -7% | -$14.6M | 0.23% | 105 |
|
|
2016
Q4 | $202M | Buy |
4,780,329
+2,713,075
| +131% | +$115M | 0.26% | 94 |
|
|
2016
Q3 | $66.3M | Sell |
2,067,254
-2,709
| -0.1% | -$86.9K | 0.09% | 241 |
|
|
2016
Q2 | $53.8M | Buy |
2,069,963
+10,432
| +0.5% | +$271K | 0.08% | 261 |
|
|
2016
Q1 | $51.5M | Buy |
2,059,531
+88,248
| +4% | +$2.21M | 0.07% | 267 |
|
|
2015
Q4 | $62.7M | Sell |
1,971,283
-38,538
| -2% | -$1.23M | 0.09% | 236 |
|
|
2015
Q3 | $63.3M | Buy |
2,009,821
+40,997
| +2% | +$1.29M | 0.1% | 229 |
|
|
2015
Q2 | $76.4M | Buy |
1,968,824
+22,147
| +1% | +$859K | 0.11% | 218 |
|
|
2015
Q1 | $69.5M | Buy |
1,946,677
+36,714
| +2% | +$1.31M | 0.1% | 235 |
|
|
2014
Q4 | $74.1M | Buy |
1,909,963
+88,862
| +5% | +$3.45M | 0.12% | 225 |
|
|
2014
Q3 | $63M | Buy |
1,821,101
+176,494
| +11% | +$6.1M | 0.11% | 234 |
|
|
2014
Q2 | $53.2M | Buy |
1,644,607
+2,154
| +0.1% | +$69.6K | 0.09% | 264 |
|
|
2014
Q1 | $51.2M | Buy |
1,642,453
+75,532
| +5% | +$2.35M | 0.09% | 263 |
|
|
2013
Q4 | $49.1M | Buy |
1,566,921
+26,667
| +2% | +$836K | 0.09% | 263 |
|
|
2013
Q3 | $41.5M | Sell |
1,540,254
-9,763
| -0.6% | -$263K | 0.09% | 272 |
|
|
2013
Q2 | $37.9M | Buy |
+1,550,017
| New | +$37.9M | 0.08% | 279 |
|