Sciencast Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.36M | Buy |
38,646
+5,727
| +17% | +$992K | 0.81% | 9 |
|
|
2025
Q4 | $5.84M | Buy |
+32,919
| New | +$5.49M | 0.81% | 24 |
|
|
2025
Q2 | – | Sell |
-31,000
| Closed | -$3.62M | – | 331 |
|
|
2025
Q1 | $3.62M | Buy |
31,000
+6,772
| +28% | +$873K | 0.83% | 11 |
|
|
2024
Q4 | $3.05M | Buy |
+24,228
| New | +$2.98M | 0.83% | 9 |
|
|
2024
Q3 | – | Sell |
-7,257
| Closed | -$705K | – | 314 |
|
|
2024
Q2 | $705K | Buy |
+7,257
| New | +$691K | 0.25% | 151 |
|
|
2023
Q4 | – | Sell |
-23,098
| Closed | -$1.89M | – | 355 |
|
|
2023
Q3 | $1.89M | Buy |
23,098
+14,758
| +177% | +$1.28M | 0.86% | 5 |
|
|
2023
Q2 | $700K | Buy |
+8,340
| New | +$713K | 0.57% | 66 |
|
|
2022
Q1 | – | Sell |
-34,621
| Closed | -$3.59M | – | 677 |
|
|
2021
Q4 | $3.59M | Buy |
34,621
+13,008
| +60% | +$1.3M | 0.63% | 34 |
|
|
2021
Q3 | $2.1M | Buy |
+21,613
| New | +$2.14M | 0.6% | 49 |
|
|
2021
Q2 | – | Sell |
-59,495
| Closed | -$4.71M | – | 617 |
|
|
2021
Q1 | $4.71M | Buy |
59,495
+10,974
| +23% | +$841K | 0.94% | 4 |
|
|
2020
Q4 | $3.62M | Buy |
48,521
+19,474
| +67% | +$1.12M | 0.75% | 22 |
|
|
2020
Q3 | $1.45M | Buy |
+29,047
| New | +$1.46M | 0.55% | 46 |
|
|
2020
Q2 | – | Sell |
-29,160
| Closed | -$974K | – | 485 |
|
|
2020
Q1 | $974K | Buy |
+29,160
| New | +$1.37M | 0.27% | 43 |
|
|
2019
Q4 | – | Sell |
-15,757
| Closed | -$668K | – | 553 |
|
|
2019
Q3 | $668K | Buy |
+15,757
| New | +$673K | 0.22% | 169 |
|
|
2019
Q2 | – | Sell |
-20,700
| Closed | -$919K | – | 396 |
|
|
2019
Q1 | $919K | Buy |
+20,700
| New | +$871K | 0.33% | 100 |
|
|
2018
Q4 | – | Sell |
-20,847
| Closed | -$931K | – | 307 |
|
|
2018
Q3 | $931K | Buy |
+20,847
| New | +$1.02M | 0.63% | 48 |
|
|
2018
Q2 | – | Sell |
-7,590
| Closed | -$404K | – | 349 |
|
|
2018
Q1 | $404K | Buy |
+7,590
| New | +$420K | 0.2% | 190 |
|
|
2017
Q4 | – | Sell |
-36,623
| Closed | -$1.83M | – | 390 |
|
|
2017
Q3 | $1.83M | Sell |
36,623
-412
| -1% | -$19.1K | 1.02% | 2 |
|
|
2017
Q2 | $1.65M | Buy |
37,035
+30,087
| +433% | +$1.3M | 0.92% | 4 |
|
|
2017
Q1 | $298 | Sell |
6,948
-4,282
| -38% | -$190K | 0.16% | 210 |
|
|
2016
Q4 | $474K | Buy |
+11,230
| New | +$425K | 0.65% | 52 |
|
|
2016
Q2 | – | Sell |
-22,500
| Closed | -$563K | – | 346 |
|
|
2016
Q1 | $563K | Sell |
22,500
-23,661
| -51% | -$604K | 0.44% | 73 |
|
|
2015
Q4 | $1.47M | Buy |
+46,161
| New | +$1.53M | 1.51% | 9 |
|
Other funds holding MS
VCM
VPM
