SignatureFD’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 | $3.8M | Buy |
26,960
+1,134
| +4% | +$160K | 0.06% | 113 |
|
|
2025
Q1 | $3.01M | Buy |
25,826
+1,134
| +5% | +$132K | 0.06% | 129 |
|
|
2024
Q4 | $3.1M | Buy |
24,692
+676
| +3% | +$85K | 0.06% | 121 |
|
|
2024
Q3 | $2.5M | Sell |
24,016
-537
| -2% | -$56K | 0.05% | 141 |
|
|
2024
Q2 | $2.39M | Buy |
24,553
+1,419
| +6% | +$138K | 0.05% | 139 |
|
|
2024
Q1 | $2.18M | Buy |
23,134
+1,386
| +6% | +$131K | 0.05% | 152 |
|
|
2023
Q4 | $2.03M | Sell |
21,748
-3,557
| -14% | -$332K | 0.05% | 147 |
|
|
2023
Q3 | $2.07M | Sell |
25,305
-2,999
| -11% | -$245K | 0.05% | 121 |
|
|
2023
Q2 | $2.42M | Buy |
28,304
+1,306
| +5% | +$112K | 0.06% | 108 |
|
|
2023
Q1 | $2.37M | Sell |
26,998
-518
| -2% | -$45.5K | 0.06% | 108 |
|
|
2022
Q4 | $2.34M | Sell |
27,516
-66
| -0.2% | -$5.61K | 0.07% | 100 |
|
|
2022
Q3 | $2.18M | Buy |
27,582
+2,678
| +11% | +$212K | 0.07% | 80 |
|
|
2022
Q2 | $1.89M | Buy |
24,904
+1,149
| +5% | +$87.4K | 0.06% | 98 |
|
|
2022
Q1 | $2.08M | Buy |
23,755
+415
| +2% | +$36.3K | 0.06% | 105 |
|
|
2021
Q4 | $2.29M | Buy |
23,340
+4,245
| +22% | +$417K | 0.07% | 99 |
|
|
2021
Q3 | $1.86M | Buy |
19,095
+3,719
| +24% | +$362K | 0.06% | 107 |
|
|
2021
Q2 | $1.41M | Buy |
15,376
+1,598
| +12% | +$147K | 0.06% | 130 |
|
|
2021
Q1 | $1.07M | Buy |
13,778
+458
| +3% | +$35.6K | 0.05% | 147 |
|
|
2020
Q4 | $913K | Buy |
13,320
+905
| +7% | +$62K | 0.04% | 148 |
|
|
2020
Q3 | $600K | Buy |
12,415
+3,494
| +39% | +$169K | 0.03% | 198 |
|
|
2020
Q2 | $431K | Sell |
8,921
-271
| -3% | -$13.1K | 0.03% | 246 |
|
|
2020
Q1 | $313K | Buy |
9,192
+1,176
| +15% | +$40K | 0.03% | 283 |
|
|
2019
Q4 | $410K | Buy |
8,016
+508
| +7% | +$26K | 0.03% | 280 |
|
|
2019
Q3 | $320K | Buy |
7,508
+306
| +4% | +$13K | 0.03% | 287 |
|
|
2019
Q2 | $316K | Buy |
7,202
+656
| +10% | +$28.8K | 0.03% | 272 |
|
|
2019
Q1 | $276K | Sell |
6,546
-1,308
| -17% | -$55.1K | 0.02% | 289 |
|
|
2018
Q4 | $311K | Buy |
7,854
+271
| +4% | +$10.7K | 0.03% | 246 |
|
|
2018
Q3 | $353K | Buy |
7,583
+306
| +4% | +$14.2K | 0.04% | 270 |
|
|
2018
Q2 | $345K | Sell |
7,277
-987
| -12% | -$46.8K | 0.04% | 261 |
|
|
2018
Q1 | $446K | Buy |
8,264
+681
| +9% | +$36.8K | 0.05% | 160 |
|
|
2017
Q4 | $398K | Buy |
7,583
+1,695
| +29% | +$89K | 0.05% | 182 |
|
|
2017
Q3 | $284K | Buy |
5,888
+513
| +10% | +$24.7K | 0.04% | 219 |
|
|
2017
Q2 | $240K | Buy |
5,375
+472
| +10% | +$21.1K | 0.03% | 230 |
|
|
2017
Q1 | $210K | Sell |
4,903
-35
| -0.7% | -$1.5K | 0.03% | 257 |
|
|
2016
Q4 | $209K | Buy |
4,938
+918
| +23% | +$38.9K | 0.04% | 209 |
|
|
2016
Q3 | $129K | Buy |
4,020
+723
| +22% | +$23.2K | 0.02% | 302 |
|
|
2016
Q2 | $86K | Buy |
3,297
+922
| +39% | +$24.1K | 0.01% | 341 |
|
|
2016
Q1 | $59K | Buy |
2,375
+51
| +2% | +$1.27K | 0.01% | 390 |
|
|
2015
Q4 | $74K | Buy |
2,324
+1,118
| +93% | +$35.6K | 0.01% | 292 |
|
|
2015
Q3 | $38K | Buy |
1,206
+561
| +87% | +$17.7K | 0.01% | 397 |
|
|
2015
Q2 | $25K | Buy |
645
+568
| +738% | +$22K | 0.01% | 429 |
|
|
2015
Q1 | $3K | Sell |
77
-65
| -46% | -$2.53K | ﹤0.01% | 751 |
|
|
2014
Q4 | $6K | Buy |
+142
| New | +$6K | ﹤0.01% | 580 |
|
|
2014
Q3 | – | Sell |
-209
| Closed | -$7K | – | 825 |
|
|
2014
Q2 | $7K | Buy |
209
+201
| +2,513% | +$6.73K | ﹤0.01% | 524 |
|
|
2014
Q1 | $0 | Sell |
8
-55
| -87% | – | ﹤0.01% | 876 |
|
|
2013
Q4 | $2K | Buy |
63
+55
| +688% | +$1.75K | ﹤0.01% | 591 |
|
|
2013
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 720 |
|
|
2013
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 610 |
|