Sumitomo Life Insurance’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 | $2.93M | Sell |
20,803
-1,294
| -6% | -$182K | 0.2% | 89 |
|
|
2025
Q1 | $2.58M | Sell |
22,097
-319
| -1% | -$37.2K | 0.09% | 94 |
|
|
2024
Q4 | $2.82M | Buy |
22,416
+5,780
| +35% | +$727K | 0.05% | 97 |
|
|
2024
Q3 | $1.73M | Buy |
16,636
+429
| +3% | +$44.7K | 0.03% | 135 |
|
|
2024
Q2 | $1.58M | Sell |
16,207
-2,094
| -11% | -$204K | 0.04% | 139 |
|
|
2024
Q1 | $1.72M | Sell |
18,301
-720
| -4% | -$67.8K | 0.04% | 138 |
|
|
2023
Q4 | $1.77M | Sell |
19,021
-968
| -5% | -$90.3K | 0.06% | 124 |
|
|
2023
Q3 | $1.63M | Sell |
19,989
-259
| -1% | -$21.2K | 0.05% | 112 |
|
|
2023
Q2 | $1.73M | Sell |
20,248
-1,722
| -8% | -$147K | 0.08% | 112 |
|
|
2023
Q1 | $1.93M | Sell |
21,970
-164
| -0.7% | -$14.4K | 0.16% | 97 |
|
|
2022
Q4 | $1.88M | Sell |
22,134
-447
| -2% | -$38K | 0.14% | 98 |
|
|
2022
Q3 | $1.78M | Sell |
22,581
-2,723
| -11% | -$215K | 0.08% | 91 |
|
|
2022
Q2 | $1.93M | Buy |
25,304
+464
| +2% | +$35.3K | 0.05% | 100 |
|
|
2022
Q1 | $2.17M | Sell |
24,840
-397
| -2% | -$34.7K | 0.05% | 101 |
|
|
2021
Q4 | $2.48M | Sell |
25,237
-744
| -3% | -$73K | 0.06% | 95 |
|
|
2021
Q3 | $2.53M | Sell |
25,981
-1,098
| -4% | -$107K | 0.07% | 88 |
|
|
2021
Q2 | $2.48M | Sell |
27,079
-4,215
| -13% | -$386K | 0.08% | 91 |
|
|
2021
Q1 | $2.43M | Sell |
31,294
-1,293
| -4% | -$100K | 0.1% | 102 |
|
|
2020
Q4 | $2.23M | Sell |
32,587
-3,872
| -11% | -$265K | 0.09% | 109 |
|
|
2020
Q3 | $1.76M | Sell |
36,459
-1,904
| -5% | -$92.1K | 0.08% | 137 |
|
|
2020
Q2 | $1.85M | Sell |
38,363
-3,280
| -8% | -$158K | 0.1% | 119 |
|
|
2020
Q1 | $1.42M | Sell |
41,643
-28,585
| -41% | -$972K | 0.1% | 145 |
|
|
2019
Q4 | $3.59M | Buy |
70,228
+3,484
| +5% | +$178K | 0.41% | 65 |
|
|
2019
Q3 | $2.85M | Sell |
66,744
-8,564
| -11% | -$365K | 0.37% | 72 |
|
|
2019
Q2 | $3.3M | Buy |
75,308
+3,938
| +6% | +$173K | 0.39% | 70 |
|
|
2019
Q1 | $3.01M | Sell |
71,370
-7,311
| -9% | -$309K | 0.4% | 72 |
|
|
2018
Q4 | $3.12M | Sell |
78,681
-1,121
| -1% | -$44.5K | 0.43% | 67 |
|
|
2018
Q3 | $3.72M | Sell |
79,802
-6,844
| -8% | -$319K | 0.45% | 62 |
|
|
2018
Q2 | $4.11M | Buy |
86,646
+6,199
| +8% | +$294K | 0.5% | 54 |
|
|
2018
Q1 | $4.34M | Sell |
80,447
-3,586
| -4% | -$194K | 0.57% | 42 |
|
|
2017
Q4 | $4.41M | Sell |
84,033
-3,397
| -4% | -$178K | 0.55% | 43 |
|
|
2017
Q3 | $4.21M | Sell |
87,430
-1,950
| -2% | -$93.9K | 0.54% | 51 |
|
|
2017
Q2 | $3.98M | Buy |
89,380
+8,795
| +11% | +$392K | 0.52% | 53 |
|
|
2017
Q1 | $3.45M | Buy |
80,585
+3,918
| +5% | +$168K | 0.49% | 59 |
|
|
2016
Q4 | $3.24M | Buy |
76,667
+16,701
| +28% | +$706K | 0.46% | 60 |
|
|
2016
Q3 | $1.92M | Sell |
59,966
-7,200
| -11% | -$231K | 0.29% | 112 |
|
|
2016
Q2 | $1.75M | Sell |
67,166
-2,364
| -3% | -$61.4K | 0.24% | 147 |
|
|
2016
Q1 | $1.74M | Sell |
69,530
-2,104
| -3% | -$52.6K | 0.23% | 148 |
|
|
2015
Q4 | $2.28M | Sell |
71,634
-1,689
| -2% | -$53.7K | 0.29% | 114 |
|
|
2015
Q3 | $2.31M | Sell |
73,323
-1,868
| -2% | -$58.9K | 0.31% | 100 |
|
|
2015
Q2 | $2.92M | Sell |
75,191
-9,303
| -11% | -$361K | 0.36% | 77 |
|
|
2015
Q1 | $3.02M | Sell |
84,494
-8,944
| -10% | -$319K | 0.33% | 96 |
|
|
2014
Q4 | $3.63M | Sell |
93,438
-5,169
| -5% | -$201K | 0.36% | 81 |
|
|
2014
Q3 | $3.41M | Sell |
98,607
-2,701
| -3% | -$93.4K | 0.33% | 90 |
|
|
2014
Q2 | $3.28M | Sell |
101,308
-19,610
| -16% | -$634K | 0.31% | 105 |
|
|
2014
Q1 | $3.77M | Sell |
120,918
-9,165
| -7% | -$286K | 0.37% | 84 |
|
|
2013
Q4 | $4.08M | Sell |
130,083
-37,424
| -22% | -$1.17M | 0.37% | 87 |
|
|
2013
Q3 | $4.51M | Sell |
167,507
-8,947
| -5% | -$241K | 0.42% | 71 |
|
|
2013
Q2 | $4.31M | Buy |
+176,454
| New | +$4.31M | 0.41% | 64 |
|