Tiemann Investment 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 | $492K | Sell |
3,496
-125
| -3% | -$17.6K | 0.2% | 87 |
|
|
2025
Q1 | $422K | Sell |
3,621
-200
| -5% | -$23.3K | 0.19% | 97 |
|
|
2024
Q4 | $480K | Sell |
3,821
-200
| -5% | -$25.1K | 0.21% | 90 |
|
|
2024
Q3 | $419K | Sell |
4,021
-330
| -8% | -$34.4K | 0.18% | 105 |
|
|
2024
Q2 | $423K | Sell |
4,351
-75
| -2% | -$7.29K | 0.19% | 103 |
|
|
2024
Q1 | $417K | Sell |
4,426
-35
| -0.8% | -$3.3K | 0.19% | 107 |
|
|
2023
Q4 | $416K | Sell |
4,461
-500
| -10% | -$46.6K | 0.2% | 103 |
|
|
2023
Q3 | $405K | Hold |
4,961
| – | – | 0.22% | 102 |
|
|
2023
Q2 | $424K | Buy |
4,961
+175
| +4% | +$14.9K | 0.22% | 103 |
|
|
2023
Q1 | $420K | Sell |
4,786
-65
| -1% | -$5.71K | 0.23% | 106 |
|
|
2022
Q4 | $412K | Hold |
4,851
| – | – | 0.24% | 101 |
|
|
2022
Q3 | $383K | Sell |
4,851
-12,893
| -73% | -$1.02M | 0.25% | 93 |
|
|
2022
Q2 | $1.35M | Hold |
17,744
| – | – | 0.72% | 36 |
|
|
2022
Q1 | $1.55M | Sell |
17,744
-340
| -2% | -$29.7K | 0.72% | 36 |
|
|
2021
Q4 | $1.78M | Buy |
18,084
+50
| +0.3% | +$4.91K | 0.75% | 31 |
|
|
2021
Q3 | $1.76M | Sell |
18,034
-100
| -0.6% | -$9.73K | 0.83% | 28 |
|
|
2021
Q2 | $1.66M | Sell |
18,134
-1,007
| -5% | -$92.3K | 0.78% | 30 |
|
|
2021
Q1 | $1.49M | Buy |
19,141
+121
| +0.6% | +$9.39K | 0.74% | 35 |
|
|
2020
Q4 | $1.3M | Buy |
19,020
+13,870
| +269% | +$950K | 0.69% | 36 |
|
|
2020
Q3 | $249K | Buy |
5,150
+75
| +1% | +$3.63K | 0.15% | 151 |
|
|
2020
Q2 | $245K | Buy |
+5,075
| New | +$245K | 0.17% | 140 |
|
|
2017
Q1 | – | Sell |
-5,275
| Closed | -$223K | – | 164 |
|
|
2016
Q4 | $223K | Sell |
5,275
-1,900
| -26% | -$80.3K | 0.22% | 133 |
|
|
2016
Q3 | $230K | Buy |
+7,175
| New | +$230K | 0.21% | 146 |
|
|
2016
Q2 | – | Sell |
-7,925
| Closed | -$198K | – | 162 |
|
|
2016
Q1 | $198K | Sell |
7,925
-100
| -1% | -$2.5K | 0.2% | 150 |
|
|
2015
Q4 | $255K | Sell |
8,025
-400
| -5% | -$12.7K | 0.26% | 125 |
|
|
2015
Q3 | $265K | Sell |
8,425
-400
| -5% | -$12.6K | 0.29% | 121 |
|
|
2015
Q2 | $342K | Hold |
8,825
| – | – | 0.35% | 93 |
|
|
2015
Q1 | $315K | Buy |
8,825
+2,500
| +40% | +$89.2K | 0.33% | 95 |
|
|
2014
Q4 | $245K | Buy |
6,325
+200
| +3% | +$7.75K | 0.26% | 123 |
|
|
2014
Q3 | $212K | Buy |
+6,125
| New | +$212K | 0.24% | 135 |
|