Ramirez Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
16,290
+10,400
| +177% | +$1.46M | 0.35% | 88 |
|
|
2025
Q1 | $687K | Hold |
5,890
| – | – | 0.14% | 144 |
|
|
2024
Q4 | $740K | Hold |
5,890
| – | – | 0.15% | 146 |
|
|
2024
Q3 | $614K | Hold |
5,890
| – | – | 0.12% | 147 |
|
|
2024
Q2 | $572K | Sell |
5,890
-2,100
| -26% | -$204K | 0.12% | 152 |
|
|
2024
Q1 | $752K | Buy |
7,990
+11
| +0.1% | +$1.04K | 0.15% | 147 |
|
|
2023
Q4 | $744K | Hold |
7,979
| – | – | 0.15% | 146 |
|
|
2023
Q3 | $652K | Buy |
+7,979
| New | +$652K | 0.14% | 151 |
|