Thompson Investment Management’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 | $125K | Sell |
886
-183
| -17% | -$25.8K | 0.02% | 204 |
|
|
2025
Q1 | $125K | Buy |
1,069
+2
| +0.2% | +$233 | 0.02% | 200 |
|
|
2024
Q4 | $134K | Sell |
1,067
-458
| -30% | -$57.6K | 0.02% | 202 |
|
|
2024
Q3 | $159K | Buy |
1,525
+2
| +0.1% | +$208 | 0.02% | 184 |
|
|
2024
Q2 | $148K | Sell |
1,523
-41
| -3% | -$3.99K | 0.02% | 182 |
|
|
2024
Q1 | $147K | Buy |
1,564
+2
| +0.1% | +$188 | 0.02% | 181 |
|
|
2023
Q4 | $146K | Hold |
1,562
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $128K | Hold |
1,562
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $133K | Hold |
1,562
| – | – | 0.02% | 192 |
|
|
2023
Q1 | $137K | Buy |
+1,562
| New | +$137K | 0.02% | 189 |
|