SRH Advisors’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 | $113K | Buy |
806
+5
| +0.6% | +$704 | 0.03% | 86 |
|
|
2025
Q1 | $93.4K | Buy |
801
+5
| +0.6% | +$583 | 0.03% | 93 |
|
|
2024
Q4 | $100K | Buy |
796
+5
| +0.6% | +$629 | 0.03% | 93 |
|
|
2024
Q3 | $82.5K | Buy |
791
+6
| +0.8% | +$626 | 0.03% | 101 |
|
|
2024
Q2 | $76.3K | Buy |
785
+6
| +0.8% | +$583 | 0.03% | 100 |
|
|
2024
Q1 | $73.4K | Buy |
779
+6
| +0.8% | +$565 | 0.02% | 109 |
|
|
2023
Q4 | $72K | Buy |
773
+8
| +1% | +$746 | 0.03% | 107 |
|
|
2023
Q3 | $62.5K | Sell |
765
-21
| -3% | -$1.72K | 0.03% | 103 |
|
|
2023
Q2 | $69K | Hold |
786
| – | – | 0.04% | 97 |
|
|
2023
Q1 | $69K | Buy |
786
+5
| +0.6% | +$439 | 0.04% | 98 |
|
|
2022
Q4 | $66K | Buy |
781
+6
| +0.8% | +$507 | 0.04% | 101 |
|
|
2022
Q3 | $61K | Buy |
775
+5
| +0.6% | +$394 | 0.08% | 106 |
|
|
2022
Q2 | $59K | Buy |
770
+6
| +0.8% | +$460 | 0.07% | 109 |
|
|
2022
Q1 | $67K | Buy |
764
+4
| +0.5% | +$351 | 0.07% | 113 |
|
|
2021
Q4 | $75K | Buy |
760
+4
| +0.5% | +$395 | 0.09% | 107 |
|
|
2021
Q3 | $74K | Buy |
756
+5
| +0.7% | +$489 | 0.09% | 101 |
|
|
2021
Q2 | $69K | Buy |
751
+2
| +0.3% | +$184 | 0.09% | 106 |
|
|
2021
Q1 | $58K | Buy |
749
+36
| +5% | +$2.79K | 0.08% | 103 |
|
|
2020
Q4 | $49K | Buy |
713
+4
| +0.6% | +$275 | 0.08% | 112 |
|
|
2020
Q3 | $34K | Buy |
709
+4
| +0.6% | +$192 | 0.07% | 118 |
|
|
2020
Q2 | $34K | Buy |
705
+5
| +0.7% | +$241 | 0.08% | 102 |
|
|
2020
Q1 | $24K | Buy |
+700
| New | +$24K | 0.07% | 107 |
|