Sadoff Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $64.4M | Sell |
815,571
-16,079
| -2% | -$1.27M | 5.02% | 4 |
|
|
2022
Q2 | $63.3M | Sell |
831,650
-8,490
| -1% | -$646K | 4.75% | 4 |
|
|
2022
Q1 | $73.4M | Sell |
840,140
-117,931
| -12% | -$10.3M | 4.66% | 3 |
|
|
2021
Q4 | $94M | Sell |
958,071
-18,390
| -2% | -$1.81M | 5.51% | 2 |
|
|
2021
Q3 | $95M | Sell |
976,461
-35,334
| -3% | -$3.44M | 6.43% | 1 |
|
|
2021
Q2 | $92.8M | Sell |
1,011,795
-12,379
| -1% | -$1.14M | 6.19% | 1 |
|
|
2021
Q1 | $79.5M | Sell |
1,024,174
-116,833
| -10% | -$9.07M | 5.57% | 1 |
|
|
2020
Q4 | $78.2M | Buy |
1,141,007
+481,421
| +73% | +$33M | 6.13% | 1 |
|
|
2020
Q3 | $31.9M | Sell |
659,586
-16,500
| -2% | -$798K | 2.83% | 15 |
|
|
2020
Q2 | $32.7M | Sell |
676,086
-2,025
| -0.3% | -$97.8K | 2.93% | 14 |
|
|
2020
Q1 | $23.1M | Sell |
678,111
-25,819
| -4% | -$878K | 2.61% | 18 |
|
|
2019
Q4 | $36M | Buy |
703,930
+2,800
| +0.4% | +$143K | 2.83% | 17 |
|
|
2019
Q3 | $29.9M | Buy |
701,130
+1,550
| +0.2% | +$66.1K | 2.5% | 20 |
|
|
2019
Q2 | $30.6M | Buy |
699,580
+190
| +0% | +$8.32K | 2.54% | 20 |
|
|
2019
Q1 | $29.5M | Sell |
699,390
-5,450
| -0.8% | -$230K | 2.53% | 20 |
|
|
2018
Q4 | $27.9M | Sell |
704,840
-8,660
| -1% | -$343K | 2.73% | 17 |
|
|
2018
Q3 | $33.2M | Buy |
713,500
+10,500
| +1% | +$489K | 2.87% | 14 |
|
|
2018
Q2 | $33.3M | Sell |
703,000
-7,645
| -1% | -$362K | 2.88% | 16 |
|
|
2018
Q1 | $38.3M | Buy |
710,645
+2,505
| +0.4% | +$135K | 3.23% | 15 |
|
|
2017
Q4 | $37.2M | Sell |
708,140
-16,800
| -2% | -$881K | 3.03% | 15 |
|
|
2017
Q3 | $34.9M | Sell |
724,940
-840
| -0.1% | -$40.5K | 3.12% | 15 |
|
|
2017
Q2 | $32.3M | Buy |
725,780
+6,200
| +0.9% | +$276K | 3.07% | 17 |
|
|
2017
Q1 | $30.8M | Sell |
719,580
-6,000
| -0.8% | -$257K | 2.95% | 16 |
|
|
2016
Q4 | $30.7M | Buy |
725,580
+3,155
| +0.4% | +$133K | 3.16% | 14 |
|
|
2016
Q3 | $23.2M | Buy |
722,425
+9,960
| +1% | +$319K | 2.56% | 19 |
|
|
2016
Q2 | $18.5M | Buy |
712,465
+9,154
| +1% | +$238K | 2.21% | 22 |
|
|
2016
Q1 | $17.6M | Buy |
703,311
+5,320
| +0.8% | +$133K | 2.13% | 21 |
|
|
2015
Q4 | $22.2M | Buy |
697,991
+13,426
| +2% | +$427K | 2.56% | 20 |
|
|
2015
Q3 | $21.6M | Buy |
684,565
+14,540
| +2% | +$458K | 2.81% | 16 |
|
|
2015
Q2 | $26M | Buy |
670,025
+5,475
| +0.8% | +$212K | 2.82% | 15 |
|
|
2015
Q1 | $23.7M | Buy |
664,550
+11,350
| +2% | +$405K | 2.66% | 20 |
|
|
2014
Q4 | $25.3M | Buy |
653,200
+9,300
| +1% | +$361K | 2.95% | 15 |
|
|
2014
Q3 | $22.3M | Buy |
643,900
+11,650
| +2% | +$403K | 2.86% | 17 |
|
|
2014
Q2 | $20.4M | Buy |
632,250
+7,800
| +1% | +$252K | 2.66% | 19 |
|
|
2014
Q1 | $19.5M | Buy |
624,450
+12,050
| +2% | +$376K | 2.58% | 19 |
|
|
2013
Q4 | $19.2M | Buy |
+612,400
| New | +$19.2M | 2.66% | 19 |
|