Reik & Co’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 | $254K | Hold |
1,800
| – | – | 0.06% | 48 |
|
|
2025
Q1 | $210K | Hold |
1,800
| – | – | 0.05% | 52 |
|
|
2024
Q4 | $226K | Buy |
+1,800
| New | +$226K | 0.05% | 50 |
|
|
2023
Q4 | – | Sell |
-2,703
| Closed | -$221K | – | 56 |
|
|
2023
Q3 | $221K | Hold |
2,703
| – | – | 0.06% | 51 |
|
|
2023
Q2 | $231K | Hold |
2,703
| – | – | 0.06% | 49 |
|
|
2023
Q1 | $237K | Hold |
2,703
| – | – | 0.07% | 47 |
|
|
2022
Q4 | $230K | Hold |
2,703
| – | – | 0.07% | 46 |
|
|
2022
Q3 | $214K | Hold |
2,703
| – | – | 0.07% | 47 |
|
|
2022
Q2 | $206K | Hold |
2,703
| – | – | 0.06% | 49 |
|
|
2022
Q1 | $236K | Hold |
2,703
| – | – | 0.06% | 51 |
|
|
2021
Q4 | $265K | Hold |
2,703
| – | – | 0.06% | 49 |
|
|
2021
Q3 | $263K | Hold |
2,703
| – | – | 0.07% | 50 |
|
|
2021
Q2 | $248K | Hold |
2,703
| – | – | 0.06% | 49 |
|
|
2021
Q1 | $210K | Buy |
+2,703
| New | +$210K | 0.05% | 51 |
|
|
2017
Q1 | – | Sell |
-6,233
| Closed | -$263K | – | 46 |
|
|
2016
Q4 | $263K | Sell |
6,233
-600
| -9% | -$25.3K | 0.09% | 46 |
|
|
2016
Q3 | $219K | Buy |
+6,833
| New | +$219K | 0.08% | 49 |
|
|
2016
Q1 | – | Sell |
-6,517
| Closed | -$207K | – | 50 |
|
|
2015
Q4 | $207K | Sell |
6,517
-353
| -5% | -$11.2K | 0.08% | 48 |
|
|
2015
Q3 | $216K | Hold |
6,870
| – | – | 0.08% | 45 |
|
|
2015
Q2 | $266K | Hold |
6,870
| – | – | 0.09% | 45 |
|
|
2015
Q1 | $245K | Hold |
6,870
| – | – | 0.08% | 47 |
|
|
2014
Q4 | $267K | Hold |
6,870
| – | – | 0.08% | 48 |
|
|
2014
Q3 | $237K | Hold |
6,870
| – | – | 0.08% | 50 |
|
|
2014
Q2 | $222K | Buy |
+6,870
| New | +$222K | 0.08% | 56 |
|