SIM
SSI Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,912
| Closed | -$223K | – | 272 |
|
|
2025
Q1 | $223K | Sell |
1,912
-1
| -0.1% | -$117 | 0.02% | 248 |
|
|
2024
Q4 | $241K | Buy |
+1,913
| New | +$241K | 0.02% | 251 |
|
|
2023
Q2 | – | Sell |
-2,304
| Closed | -$202K | – | 255 |
|
|
2023
Q1 | $202K | Sell |
2,304
-545
| -19% | -$47.9K | 0.01% | 254 |
|
|
2022
Q4 | $242K | Hold |
2,849
| – | – | 0.02% | 281 |
|
|
2022
Q3 | $223K | Buy |
2,849
+6
| +0.2% | +$470 | 0.02% | 267 |
|
|
2022
Q2 | $218K | Hold |
2,843
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $249K | Sell |
2,843
-118
| -4% | -$10.3K | 0.01% | 288 |
|
|
2021
Q4 | $291K | Sell |
2,961
-5
| -0.2% | -$491 | 0.02% | 271 |
|
|
2021
Q3 | $290K | Hold |
2,966
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $273K | Buy |
2,966
+5
| +0.2% | +$460 | 0.02% | 272 |
|
|
2021
Q1 | $230K | Buy |
+2,961
| New | +$230K | 0.02% | 283 |
|
|
2014
Q1 | – | Sell |
-8,055
| Closed | -$253K | – | 424 |
|
|
2013
Q4 | $253K | Hold |
8,055
| – | – | 0.02% | 390 |
|
|
2013
Q3 | $217K | Sell |
8,055
-365
| -4% | -$9.83K | 0.02% | 368 |
|
|
2013
Q2 | $205K | Buy |
+8,420
| New | +$205K | 0.02% | 374 |
|