Texas Yale Capital Corp’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 | $2.59M | Buy |
18,380
+150
| +0.8% | +$21.1K | 0.08% | 162 |
|
|
2025
Q1 | $2.13M | Sell |
18,230
-6,690
| -27% | -$781K | 0.09% | 177 |
|
|
2024
Q4 | $3.13M | Buy |
24,920
+40
| +0.2% | +$5.03K | 0.13% | 132 |
|
|
2024
Q3 | $2.59M | Hold |
24,880
| – | – | 0.11% | 157 |
|
|
2024
Q2 | $2.42M | Hold |
24,880
| – | – | 0.12% | 152 |
|
|
2024
Q1 | $2.34M | Sell |
24,880
-20
| -0.1% | -$1.88K | 0.1% | 155 |
|
|
2023
Q4 | $2.32M | Sell |
24,900
-780
| -3% | -$72.7K | 0.11% | 151 |
|
|
2023
Q3 | $2.1M | Hold |
25,680
| – | – | 0.09% | 146 |
|
|
2023
Q2 | $2.19M | Buy |
25,680
+920
| +4% | +$78.6K | 0.1% | 150 |
|
|
2023
Q1 | $2.17M | Sell |
24,760
-148
| -0.6% | -$13K | 0.11% | 149 |
|
|
2022
Q4 | $2.12M | Buy |
24,908
+15
| +0.1% | +$1.28K | 0.12% | 153 |
|
|
2022
Q3 | $1.97M | Buy |
24,893
+238
| +1% | +$18.8K | 0.13% | 146 |
|
|
2022
Q2 | $1.88M | Buy |
24,655
+350
| +1% | +$26.6K | 0.12% | 159 |
|
|
2022
Q1 | $2.12M | Buy |
24,305
+250
| +1% | +$21.8K | 0.12% | 163 |
|
|
2021
Q4 | $2.36M | Buy |
24,055
+400
| +2% | +$39.3K | 0.12% | 150 |
|
|
2021
Q3 | $2.3M | Buy |
23,655
+275
| +1% | +$26.8K | 0.13% | 145 |
|
|
2021
Q2 | $2.14M | Hold |
23,380
| – | – | 0.12% | 152 |
|
|
2021
Q1 | $1.82M | Buy |
23,380
+300
| +1% | +$23.3K | 0.11% | 165 |
|
|
2020
Q4 | $1.58M | Hold |
23,080
| – | – | 0.11% | 178 |
|
|
2020
Q3 | $1.12M | Buy |
23,080
+1,200
| +5% | +$58K | 0.09% | 205 |
|
|
2020
Q2 | $1.06M | Hold |
21,880
| – | – | 0.09% | 208 |
|
|
2020
Q1 | $744K | Hold |
21,880
| – | – | 0.07% | 229 |
|
|
2019
Q4 | $1.12M | Hold |
21,880
| – | – | 0.08% | 228 |
|
|
2019
Q3 | $934K | Hold |
21,880
| – | – | 0.07% | 243 |
|
|
2019
Q2 | $959K | Sell |
21,880
-21,880
| -50% | -$959K | 0.07% | 242 |
|
|
2019
Q1 | $1.85M | Buy |
43,760
+21,880
| +100% | +$923K | 0.07% | 236 |
|
|
2018
Q4 | $868K | Hold |
21,880
| – | – | 0.08% | 224 |
|
|
2018
Q3 | $1.02M | Hold |
21,880
| – | – | 0.08% | 228 |
|
|
2018
Q2 | $1.04M | Hold |
21,880
| – | – | 0.09% | 214 |
|
|
2018
Q1 | $1.18M | Hold |
21,880
| – | – | 0.1% | 192 |
|
|
2017
Q4 | $1.15M | Hold |
21,880
| – | – | 0.1% | 199 |
|
|
2017
Q3 | $1.05M | Hold |
21,880
| – | – | 0.09% | 209 |
|
|
2017
Q2 | $975K | Hold |
21,880
| – | – | 0.09% | 216 |
|
|
2017
Q1 | $937K | Hold |
21,880
| – | – | 0.08% | 214 |
|
|
2016
Q4 | $924K | Hold |
21,880
| – | – | 0.09% | 209 |
|
|
2016
Q3 | $701K | Hold |
21,880
| – | – | 0.07% | 253 |
|
|
2016
Q2 | $568K | Hold |
21,880
| – | – | 0.06% | 279 |
|
|
2016
Q1 | $547K | Sell |
21,880
-7,470
| -25% | -$187K | 0.06% | 276 |
|
|
2015
Q4 | $934K | Hold |
29,350
| – | – | 0.09% | 196 |
|
|
2015
Q3 | $925K | Hold |
29,350
| – | – | 0.09% | 199 |
|
|
2015
Q2 | $1.14M | Hold |
29,350
| – | – | 0.09% | 179 |
|
|
2015
Q1 | $1.05M | Hold |
29,350
| – | – | 0.08% | 205 |
|
|
2014
Q4 | $1.14M | Sell |
29,350
-2,314
| -7% | -$89.8K | 0.1% | 165 |
|
|
2014
Q3 | $1.1M | Buy |
31,664
+2,314
| +8% | +$80K | 0.1% | 147 |
|
|
2014
Q2 | $949K | Hold |
29,350
| – | – | 0.12% | 157 |
|
|
2014
Q1 | $915K | Hold |
29,350
| – | – | 0.13% | 144 |
|
|
2013
Q4 | $920K | Hold |
29,350
| – | – | 0.14% | 129 |
|
|
2013
Q3 | $791K | Hold |
29,350
| – | – | 0.13% | 138 |
|
|
2013
Q2 | $717K | Buy |
+29,350
| New | +$717K | 0.13% | 140 |
|