Tortoise 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 | $54.2K | Buy |
385
+52
| +16% | +$7.32K | 0.01% | 370 |
|
|
2025
Q1 | $38.9K | Sell |
333
-686
| -67% | -$80.1K | ﹤0.01% | 405 |
|
|
2024
Q4 | $128K | Sell |
1,019
-182
| -15% | -$22.9K | 0.01% | 276 |
|
|
2024
Q3 | $125K | Buy |
1,201
+429
| +56% | +$44.7K | 0.01% | 281 |
|
|
2024
Q2 | $75.1K | Buy |
772
+313
| +68% | +$30.4K | 0.01% | 335 |
|
|
2024
Q1 | $43.2K | Buy |
459
+53
| +13% | +$4.99K | 0.01% | 398 |
|
|
2023
Q4 | $37.9K | Sell |
406
-11
| -3% | -$1.03K | 0.01% | 394 |
|
|
2023
Q3 | $34.1K | Buy |
417
+61
| +17% | +$4.98K | 0.01% | 388 |
|
|
2023
Q2 | $30.4K | Buy |
356
+208
| +141% | +$17.8K | ﹤0.01% | 410 |
|
|
2023
Q1 | $13K | Sell |
148
-11
| -7% | -$966 | ﹤0.01% | 514 |
|
|
2022
Q4 | $13.5K | Hold |
159
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $13K | Sell |
159
-19
| -11% | -$1.55K | ﹤0.01% | 493 |
|
|
2022
Q2 | $14K | Buy |
178
+78
| +78% | +$6.14K | ﹤0.01% | 471 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 483 |
|