Salem Investment Counselors’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 | $4.27M | Sell |
30,284
-35
| -0.1% | -$4.93K | 0.14% | 97 |
|
|
2025
Q1 | $3.54M | Buy |
30,319
+1,002
| +3% | +$117K | 0.12% | 104 |
|
|
2024
Q4 | $3.69M | Sell |
29,317
-91
| -0.3% | -$11.4K | 0.12% | 106 |
|
|
2024
Q3 | $3.07M | Sell |
29,408
-134
| -0.5% | -$14K | 0.09% | 121 |
|
|
2024
Q2 | $2.87M | Buy |
29,542
+92
| +0.3% | +$8.94K | 0.09% | 122 |
|
|
2024
Q1 | $2.77M | Buy |
29,450
+2,234
| +8% | +$210K | 0.09% | 125 |
|
|
2023
Q4 | $2.54M | Buy |
27,216
+1,259
| +5% | +$117K | 0.09% | 118 |
|
|
2023
Q3 | $2.12M | Buy |
25,957
+2,777
| +12% | +$227K | 0.08% | 124 |
|
|
2023
Q2 | $1.98M | Buy |
23,180
+606
| +3% | +$51.8K | 0.07% | 130 |
|
|
2023
Q1 | $1.98M | Buy |
22,574
+10,432
| +86% | +$916K | 0.08% | 126 |
|
|
2022
Q4 | $1.03M | Sell |
12,142
-334
| -3% | -$28.4K | 0.04% | 175 |
|
|
2022
Q3 | $986K | Buy |
12,476
+360
| +3% | +$28.5K | 0.04% | 175 |
|
|
2022
Q2 | $922K | Buy |
12,116
+395
| +3% | +$30.1K | 0.04% | 186 |
|
|
2022
Q1 | $1.02M | Sell |
11,721
-242
| -2% | -$21.1K | 0.04% | 188 |
|
|
2021
Q4 | $1.17M | Buy |
11,963
+5,817
| +95% | +$571K | 0.04% | 172 |
|
|
2021
Q3 | $598K | Buy |
6,146
+70
| +1% | +$6.81K | 0.03% | 226 |
|
|
2021
Q2 | $557K | Hold |
6,076
| – | – | 0.03% | 228 |
|
|
2021
Q1 | $472K | Buy |
6,076
+675
| +12% | +$52.4K | 0.03% | 213 |
|
|
2020
Q4 | $370K | Sell |
5,401
-50
| -0.9% | -$3.43K | 0.02% | 226 |
|
|
2020
Q3 | $264K | Buy |
5,451
+50
| +0.9% | +$2.42K | 0.02% | 226 |
|
|
2020
Q2 | $261K | Buy |
5,401
+755
| +16% | +$36.5K | 0.02% | 222 |
|
|
2020
Q1 | $158K | Sell |
4,646
-434
| -9% | -$14.8K | 0.02% | 245 |
|
|
2019
Q4 | $260K | Hold |
5,080
| – | – | 0.02% | 227 |
|
|
2019
Q3 | $217K | Buy |
5,080
+800
| +19% | +$34.2K | 0.02% | 237 |
|
|
2019
Q2 | $188K | Sell |
4,280
-9,915
| -70% | -$436K | 0.02% | 250 |
|
|
2019
Q1 | $661K | Sell |
14,195
-15
| -0.1% | -$698 | 0.07% | 143 |
|
|
2018
Q4 | $563K | Buy |
14,210
+15
| +0.1% | +$594 | 0.07% | 133 |
|
|
2018
Q3 | $661K | Sell |
14,195
-870
| -6% | -$40.5K | 0.07% | 143 |
|
|
2018
Q2 | $714K | Sell |
15,065
-600
| -4% | -$28.4K | 0.07% | 136 |
|
|
2018
Q1 | $830K | Sell |
15,665
-50
| -0.3% | -$2.65K | 0.09% | 125 |
|
|
2017
Q4 | $825K | Buy |
15,715
+2,290
| +17% | +$120K | 0.09% | 128 |
|
|
2017
Q3 | $652K | Buy |
13,425
+1,038
| +8% | +$50.4K | 0.08% | 135 |
|
|
2017
Q2 | $552K | Sell |
12,387
-1,628
| -12% | -$72.5K | 0.06% | 157 |
|
|
2017
Q1 | $591K | Buy |
14,015
+1,649
| +13% | +$69.5K | 0.06% | 173 |
|
|
2016
Q4 | $522K | Buy |
12,366
+8,933
| +260% | +$377K | 0.06% | 171 |
|
|
2016
Q3 | $1.1K | Buy |
+3,433
| New | +$1.1K | 0.01% | 255 |
|