Savant Capital’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 | $6.21M | Buy |
44,102
+4,771
| +12% | +$672K | 0.04% | 254 |
|
|
2025
Q1 | $4.59M | Buy |
39,331
+1,927
| +5% | +$225K | 0.03% | 294 |
|
|
2024
Q4 | $4.7M | Sell |
37,404
-228
| -0.6% | -$28.7K | 0.04% | 246 |
|
|
2024
Q3 | $3.92M | Buy |
37,632
+5,287
| +16% | +$551K | 0.03% | 268 |
|
|
2024
Q2 | $3.14M | Buy |
32,345
+357
| +1% | +$34.7K | 0.03% | 276 |
|
|
2024
Q1 | $3.01M | Buy |
31,988
+1,681
| +6% | +$158K | 0.03% | 259 |
|
|
2023
Q4 | $2.83M | Buy |
30,307
+2,756
| +10% | +$257K | 0.04% | 232 |
|
|
2023
Q3 | $2.25M | Buy |
27,551
+1,080
| +4% | +$88.2K | 0.03% | 242 |
|
|
2023
Q2 | $2.26M | Buy |
26,471
+2,436
| +10% | +$208K | 0.04% | 235 |
|
|
2023
Q1 | $2.11M | Buy |
24,035
+2,208
| +10% | +$194K | 0.04% | 204 |
|
|
2022
Q4 | $1.85M | Buy |
21,827
+672
| +3% | +$57K | 0.05% | 172 |
|
|
2022
Q3 | $1.67M | Sell |
21,155
-568
| -3% | -$44.9K | 0.05% | 169 |
|
|
2022
Q2 | $1.65M | Sell |
21,723
-253
| -1% | -$19.2K | 0.05% | 171 |
|
|
2022
Q1 | $1.92M | Buy |
21,976
+673
| +3% | +$58.8K | 0.06% | 161 |
|
|
2021
Q4 | $2.09M | Buy |
21,303
+1,437
| +7% | +$141K | 0.07% | 155 |
|
|
2021
Q3 | $1.93M | Buy |
19,866
+894
| +5% | +$87K | 0.07% | 149 |
|
|
2021
Q2 | $1.74M | Buy |
18,972
+19
| +0.1% | +$1.74K | 0.07% | 150 |
|
|
2021
Q1 | $1.47M | Buy |
18,953
+1,455
| +8% | +$113K | 0.08% | 153 |
|
|
2020
Q4 | $1.2M | Buy |
17,498
+3,781
| +28% | +$259K | 0.07% | 170 |
|
|
2020
Q3 | $663K | Buy |
13,717
+574
| +4% | +$27.7K | 0.05% | 216 |
|
|
2020
Q2 | $635K | Buy |
13,143
+1,510
| +13% | +$73K | 0.05% | 213 |
|
|
2020
Q1 | $396K | Buy |
11,633
+1,318
| +13% | +$44.9K | 0.04% | 252 |
|
|
2019
Q4 | $527K | Buy |
10,315
+560
| +6% | +$28.6K | 0.06% | 204 |
|
|
2019
Q3 | $416K | Buy |
9,755
+170
| +2% | +$7.25K | 0.06% | 208 |
|
|
2019
Q2 | $420K | Buy |
9,585
+222
| +2% | +$9.73K | 0.06% | 206 |
|
|
2019
Q1 | $395K | Sell |
9,363
-291
| -3% | -$12.3K | 0.07% | 183 |
|
|
2018
Q4 | $383K | Sell |
9,654
-283
| -3% | -$11.2K | 0.08% | 170 |
|
|
2018
Q3 | $463K | Buy |
9,937
+87
| +0.9% | +$4.05K | 0.08% | 175 |
|
|
2018
Q2 | $467K | Sell |
9,850
-103
| -1% | -$4.88K | 0.1% | 154 |
|
|
2018
Q1 | $537K | Sell |
9,953
-145
| -1% | -$7.82K | 0.11% | 140 |
|
|
2017
Q4 | $530K | Buy |
10,098
+145
| +1% | +$7.61K | 0.11% | 143 |
|
|
2017
Q3 | $479K | Buy |
9,953
+90
| +0.9% | +$4.33K | 0.11% | 150 |
|
|
2017
Q2 | $439K | Buy |
9,863
+186
| +2% | +$8.28K | 0.1% | 155 |
|
|
2017
Q1 | $415K | Buy |
9,677
+77
| +0.8% | +$3.3K | 0.1% | 157 |
|
|
2016
Q4 | $406K | Sell |
9,600
-926
| -9% | -$39.2K | 0.11% | 156 |
|
|
2016
Q3 | $337K | Buy |
10,526
+150
| +1% | +$4.8K | 0.09% | 170 |
|
|
2016
Q2 | $270K | Buy |
10,376
+266
| +3% | +$6.92K | 0.08% | 196 |
|
|
2016
Q1 | $253K | Sell |
10,110
-767
| -7% | -$19.2K | 0.08% | 188 |
|
|
2015
Q4 | $346K | Buy |
10,877
+270
| +3% | +$8.59K | 0.11% | 150 |
|
|
2015
Q3 | $334K | Buy |
10,607
+100
| +1% | +$3.15K | 0.12% | 142 |
|
|
2015
Q2 | $408K | Buy |
10,507
+240
| +2% | +$9.32K | 0.14% | 128 |
|
|
2015
Q1 | $366K | Sell |
10,267
-98
| -0.9% | -$3.49K | 0.13% | 137 |
|
|
2014
Q4 | $402K | Buy |
10,365
+550
| +6% | +$21.3K | 0.15% | 112 |
|
|
2014
Q3 | $339K | Hold |
9,815
| – | – | 0.14% | 119 |
|
|
2014
Q2 | $317K | Sell |
9,815
-90
| -0.9% | -$2.91K | 0.14% | 122 |
|
|
2014
Q1 | $309K | Buy |
9,905
+289
| +3% | +$9.02K | 0.14% | 122 |
|
|
2013
Q4 | $302K | Buy |
9,616
+30
| +0.3% | +$942 | 0.15% | 117 |
|
|
2013
Q3 | $258K | Sell |
9,586
-210
| -2% | -$5.65K | 0.14% | 120 |
|
|
2013
Q2 | $239K | Buy |
+9,796
| New | +$239K | 0.14% | 121 |
|