Salzhauer Michael’s Morgan Stanley MS Stock Holding History

Salzhauer Michael’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$582K	Sell	4,131 -94	-2%	-$13.2K	0.34%	44
2025 Q1	$493K	Hold	4,225	–	–	0.3%	54
2024 Q4	$531K	Hold	4,225	–	–	0.27%	53
2024 Q3	$440K	Hold	4,225	–	–	0.27%	53
2024 Q2	$411K	Hold	4,225	–	–	0.32%	55
2024 Q1	$398K	Hold	4,225	–	–	0.3%	55
2023 Q4	$394K	Sell	4,225 -1,842	-30%	-$172K	0.33%	51
2023 Q3	$495K	Sell	6,067 -873	-13%	-$71.3K	0.53%	40
2023 Q2	$593K	Sell	6,940 -200	-3%	-$17.1K	0.62%	35
2023 Q1	$627K	Sell	7,140 -7,040	-50%	-$618K	0.55%	42
2022 Q4	$1.21M	Buy	14,180 +7,040	+99%	+$599K	0.71%	24
2022 Q3	$564K	Hold	7,140	–	–	0.34%	48
2022 Q2	$543K	Sell	7,140 -7,700	-52%	-$586K	0.33%	50
2022 Q1	$638K	Sell	14,840 -6,300	-30%	-$271K	0.28%	54
2021 Q4	$819K	Buy	21,140 +14,000	+196%	+$542K	0.31%	50
2021 Q3	$695K	Hold	7,140	–	–	0.29%	44
2021 Q2	$654K	Hold	7,140	–	–	0.29%	44
2021 Q1	$555K	Hold	7,140	–	–	0.29%	46
2020 Q4	$489K	Hold	7,140	–	–	0.35%	43
2020 Q3	$345K	Hold	7,140	–	–	0.39%	42
2020 Q2	$345K	Hold	7,140	–	–	0.45%	49
2020 Q1	$242K	Sell	7,140 -9,431	-57%	-$320K	0.41%	53
2019 Q4	$847K	Sell	16,571 -208	-1%	-$10.6K	0.39%	47
2019 Q3	$716K	Hold	16,779	–	–	0.37%	53
2019 Q2	$735K	Hold	16,779	–	–	0.34%	51
2019 Q1	$708K	Hold	16,779	–	–	0.35%	50
2018 Q4	$665K	Sell	16,779 -200	-1%	-$7.93K	0.37%	54
2018 Q3	$791K	Hold	16,979	–	–	0.3%	61
2018 Q2	$805K	Buy	16,979 +100	+0.6%	+$4.74K	0.3%	66
2018 Q1	$911K	Hold	16,879	–	–	0.34%	58
2017 Q4	$886K	Hold	16,879	–	–	0.35%	56
2017 Q3	$813K	Hold	16,879	–	–	0.35%	63
2017 Q2	$752K	Sell	16,879 -8,930	-35%	-$398K	0.34%	65
2017 Q1	$1.11M	Hold	25,809	–	–	0.53%	48
2016 Q4	$1.09M	Hold	25,809	–	–	0.54%	50
2016 Q3	$827K	Sell	25,809 -36	-0.1%	-$1.15K	0.59%	48
2016 Q2	$671K	Hold	25,845	–	–	0.54%	48
2016 Q1	$646K	Hold	25,845	–	–	0.54%	50
2015 Q4	$822K	Hold	25,845	–	–	0.61%	44
2015 Q3	$814K	Hold	25,845	–	–	0.67%	42
2015 Q2	$1M	Sell	25,845 -300	-1%	-$11.6K	0.76%	36
2015 Q1	$933K	Sell	26,145 -230	-0.9%	-$8.21K	0.85%	34
2014 Q4	$1.02M	Sell	26,375 -112	-0.4%	-$4.34K	0.86%	31
2014 Q3	$910K	Sell	26,487 -570	-2%	-$19.6K	0.83%	29
2014 Q2	$875K	Buy	27,057 +8,206	+44%	+$265K	0.82%	28
2014 Q1	$588K	Buy	18,851 +5,536	+42%	+$173K	0.56%	39
2013 Q4	$418K	Buy	+13,315	New	+$418K	0.41%	50