Profund Advisors’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 | $2.17M | Sell |
15,416
-1,831
| -11% | -$258K | 0.08% | 171 |
|
2025
Q1 | $2.01M | Sell |
17,247
-946
| -5% | -$110K | 0.09% | 176 |
|
2024
Q4 | $2.29M | Sell |
18,193
-2,366
| -12% | -$297K | 0.08% | 162 |
|
2024
Q3 | $2.14M | Buy |
20,559
+2,355
| +13% | +$245K | 0.08% | 178 |
|
2024
Q2 | $1.77M | Sell |
18,204
-449
| -2% | -$43.6K | 0.07% | 193 |
|
2024
Q1 | $1.76M | Buy |
18,653
+410
| +2% | +$38.6K | 0.07% | 196 |
|
2023
Q4 | $1.7M | Buy |
18,243
+3,768
| +26% | +$351K | 0.07% | 204 |
|
2023
Q3 | $1.18M | Sell |
14,475
-723
| -5% | -$59K | 0.07% | 247 |
|
2023
Q2 | $1.3M | Sell |
15,198
-305
| -2% | -$26K | 0.07% | 255 |
|
2023
Q1 | $1.36M | Sell |
15,503
-681
| -4% | -$59.8K | 0.08% | 208 |
|
2022
Q4 | $1.38M | Buy |
16,184
+1,332
| +9% | +$113K | 0.09% | 202 |
|
2022
Q3 | $1.17M | Sell |
14,852
-271
| -2% | -$21.4K | 0.08% | 207 |
|
2022
Q2 | $1.15M | Sell |
15,123
-4,668
| -24% | -$355K | 0.07% | 237 |
|
2022
Q1 | $1.73M | Sell |
19,791
-2,035
| -9% | -$178K | 0.07% | 217 |
|
2021
Q4 | $2.14M | Buy |
21,826
+1,518
| +7% | +$149K | 0.07% | 200 |
|
2021
Q3 | $1.98M | Sell |
20,308
-1,453
| -7% | -$141K | 0.07% | 225 |
|
2021
Q2 | $2M | Sell |
21,761
-1,145
| -5% | -$105K | 0.07% | 225 |
|
2021
Q1 | $1.78M | Buy |
22,906
+5,235
| +30% | +$407K | 0.07% | 215 |
|
2020
Q4 | $1.21M | Buy |
17,671
+2,738
| +18% | +$188K | 0.05% | 275 |
|
2020
Q3 | $722K | Sell |
14,933
-851
| -5% | -$41.1K | 0.04% | 352 |
|
2020
Q2 | $762K | Buy |
15,784
+345
| +2% | +$16.7K | 0.04% | 315 |
|
2020
Q1 | $525K | Sell |
15,439
-9,654
| -38% | -$328K | 0.04% | 348 |
|
2019
Q4 | $1.28M | Sell |
25,093
-1,605
| -6% | -$82.1K | 0.06% | 288 |
|
2019
Q3 | $1.14M | Sell |
26,698
-5,957
| -18% | -$254K | 0.06% | 302 |
|
2019
Q2 | $1.43M | Buy |
32,655
+11,184
| +52% | +$490K | 0.07% | 273 |
|
2019
Q1 | $906K | Buy |
21,471
+1,275
| +6% | +$53.8K | 0.04% | 376 |
|
2018
Q4 | $801K | Sell |
20,196
-8,363
| -29% | -$332K | 0.05% | 332 |
|
2018
Q3 | $1.33M | Sell |
28,559
-159
| -0.6% | -$7.41K | 0.05% | 300 |
|
2018
Q2 | $1.36M | Sell |
28,718
-5,211
| -15% | -$247K | 0.05% | 291 |
|
2018
Q1 | $1.83M | Sell |
33,929
-8,903
| -21% | -$480K | 0.07% | 232 |
|
2017
Q4 | $2.25M | Buy |
42,832
+9,353
| +28% | +$491K | 0.09% | 206 |
|
2017
Q3 | $1.61M | Buy |
33,479
+1,535
| +5% | +$74K | 0.07% | 269 |
|
2017
Q2 | $1.42M | Sell |
31,944
-14,282
| -31% | -$636K | 0.06% | 275 |
|
2017
Q1 | $1.98M | Sell |
46,226
-586
| -1% | -$25.1K | 0.09% | 199 |
|
2016
Q4 | $1.98M | Buy |
46,812
+9,110
| +24% | +$385K | 0.09% | 180 |
|
2016
Q3 | $1.21M | Buy |
37,702
+261
| +0.7% | +$8.37K | 0.06% | 313 |
|
2016
Q2 | $973K | Buy |
37,441
+3,722
| +11% | +$96.7K | 0.05% | 410 |
|
2016
Q1 | $843K | Sell |
33,719
-10,281
| -23% | -$257K | 0.04% | 422 |
|
2015
Q4 | $1.4M | Buy |
44,000
+10,933
| +33% | +$348K | 0.07% | 244 |
|
2015
Q3 | $1.04M | Sell |
33,067
-17,028
| -34% | -$537K | 0.06% | 273 |
|
2015
Q2 | $1.94M | Buy |
50,095
+7,767
| +18% | +$301K | 0.08% | 182 |
|
2015
Q1 | $1.51M | Sell |
42,328
-13,133
| -24% | -$469K | 0.06% | 299 |
|
2014
Q4 | $2.15M | Buy |
55,461
+3,366
| +6% | +$131K | 0.09% | 197 |
|
2014
Q3 | $1.8M | Buy |
52,095
+9,288
| +22% | +$321K | 0.08% | 209 |
|
2014
Q2 | $1.38M | Sell |
42,807
-3,368
| -7% | -$109K | 0.06% | 331 |
|
2014
Q1 | $1.44M | Buy |
46,175
+4,785
| +12% | +$149K | 0.07% | 289 |
|
2013
Q4 | $1.3M | Sell |
41,390
-3,523
| -8% | -$110K | 0.06% | 353 |
|
2013
Q3 | $1.21M | Sell |
44,913
-360
| -0.8% | -$9.7K | 0.06% | 332 |
|
2013
Q2 | $1.11M | Buy |
+45,273
| New | +$1.11M | 0.08% | 247 |
|