Quilter Plc’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 | $1.33M | Buy |
9,420
+4,500
| +91% | +$634K | 0.02% | 86 |
|
|
2025
Q1 | $574K | Sell |
4,920
-4,675
| -49% | -$545K | 0.01% | 103 |
|
|
2024
Q4 | $1.21M | Buy |
9,595
+3,580
| +60% | +$450K | 0.02% | 87 |
|
|
2024
Q3 | $627K | Sell |
6,015
-925
| -13% | -$96.4K | 0.01% | 102 |
|
|
2024
Q2 | $674K | Hold |
6,940
| – | – | 0.02% | 101 |
|
|
2024
Q1 | $653K | Sell |
6,940
-115
| -2% | -$10.8K | 0.02% | 101 |
|
|
2023
Q4 | $660K | Sell |
7,055
-1,000
| -12% | -$93.5K | 0.02% | 90 |
|
|
2023
Q3 | $8.04M | Hold |
8,055
| – | – | 0.03% | 99 |
|
|
2023
Q2 | $7.99M | Buy |
8,055
+965
| +14% | +$958K | 0.03% | 97 |
|
|
2023
Q1 | $7.04M | Sell |
7,090
-150
| -2% | -$149K | 0.03% | 96 |
|
|
2022
Q4 | $616K | Sell |
7,240
-140
| -2% | -$11.9K | 0.02% | 96 |
|
|
2022
Q3 | $583K | Hold |
7,380
| – | – | 0.02% | 96 |
|
|
2022
Q2 | $561K | Hold |
7,380
| – | – | 0.02% | 100 |
|
|
2022
Q1 | $645K | Hold |
7,380
| – | – | 0.02% | 102 |
|
|
2021
Q4 | $739K | Sell |
7,380
-2,484
| -25% | -$249K | 0.02% | 99 |
|
|
2021
Q3 | $959K | Buy |
9,864
+3,116
| +46% | +$303K | 0.03% | 128 |
|
|
2021
Q2 | $618K | Buy |
6,748
+10
| +0.1% | +$916 | 0.02% | 161 |
|
|
2021
Q1 | $523K | Sell |
6,738
-1,138
| -14% | -$88.3K | 0.02% | 194 |
|
|
2020
Q4 | $540K | Hold |
7,876
| – | – | 0.02% | 159 |
|
|
2020
Q3 | $381K | Sell |
7,876
-678
| -8% | -$32.8K | 0.02% | 169 |
|
|
2020
Q2 | $413K | Buy |
8,554
+720
| +9% | +$34.8K | 0.02% | 152 |
|
|
2020
Q1 | $267K | Sell |
7,834
-1,486
| -16% | -$50.6K | 0.02% | 177 |
|
|
2019
Q4 | $477K | Buy |
+9,320
| New | +$477K | 0.03% | 147 |
|