Siemens Fonds Invest’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 | $5.24M | Buy |
37,208
+2,833
| +8% | +$399K | 0.31% | 76 |
|
|
2025
Q1 | $4.01M | Buy |
34,375
+555
| +2% | +$64.8K | 0.28% | 94 |
|
|
2024
Q4 | $4.25M | Buy |
33,820
+66
| +0.2% | +$8.3K | 0.28% | 88 |
|
|
2024
Q3 | $3.52M | Sell |
33,754
-1,279
| -4% | -$133K | 0.28% | 102 |
|
|
2024
Q2 | $3.4M | Buy |
35,033
+87
| +0.2% | +$8.46K | 0.25% | 105 |
|
|
2024
Q1 | $3.29M | Sell |
34,946
-598
| -2% | -$56.3K | 0.25% | 110 |
|
|
2023
Q4 | $3.31M | Buy |
35,544
+799
| +2% | +$74.5K | 0.27% | 107 |
|
|
2023
Q3 | $2.84M | Sell |
34,745
-1,325
| -4% | -$108K | 0.29% | 95 |
|
|
2023
Q2 | $3.07M | Hold |
36,070
| – | – | 0.3% | 91 |
|
|
2023
Q1 | $3.17M | Sell |
36,070
-255
| -0.7% | -$22.4K | 0.33% | 87 |
|
|
2022
Q4 | $3.09M | Sell |
36,325
-60
| -0.2% | -$5.1K | 0.31% | 86 |
|
|
2022
Q3 | $2.88M | Sell |
36,385
-1,957
| -5% | -$155K | 0.33% | 89 |
|
|
2022
Q2 | $2.92M | Sell |
38,342
-541
| -1% | -$41.1K | 0.31% | 94 |
|
|
2022
Q1 | $3.4M | Sell |
38,883
-498
| -1% | -$43.5K | 0.28% | 89 |
|
|
2021
Q4 | $3.89M | Buy |
39,381
+4,792
| +14% | +$473K | 0.26% | 89 |
|
|
2021
Q3 | $3.37M | Buy |
34,589
+1,508
| +5% | +$147K | 0.22% | 97 |
|
|
2021
Q2 | $3.03M | Buy |
33,081
+1,667
| +5% | +$153K | 0.36% | 89 |
|
|
2021
Q1 | $2.44M | Buy |
31,414
+4,521
| +17% | +$351K | 0.24% | 124 |
|
|
2020
Q4 | $1.82M | Buy |
+26,893
| New | +$1.82M | 0.19% | 132 |
|