Tributary Capital 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 | $601K | Sell |
4,265
-120
| -3% | -$16.9K | 0.05% | 111 |
|
2025
Q1 | $512K | Sell |
4,385
-1,160
| -21% | -$135K | 0.04% | 119 |
|
2024
Q4 | $697K | Sell |
5,545
-305
| -5% | -$38.3K | 0.05% | 103 |
|
2024
Q3 | $610K | Sell |
5,850
-180
| -3% | -$18.8K | 0.05% | 109 |
|
2024
Q2 | $586K | Buy |
6,030
+3,250
| +117% | +$316K | 0.05% | 116 |
|
2024
Q1 | $262K | Sell |
2,780
-100
| -3% | -$9.42K | 0.02% | 160 |
|
2023
Q4 | $269K | Sell |
2,880
-70
| -2% | -$6.53K | 0.02% | 158 |
|
2023
Q3 | $241K | Hold |
2,950
| – | – | 0.02% | 158 |
|
2023
Q2 | $252K | Sell |
2,950
-1,120
| -28% | -$95.6K | 0.02% | 165 |
|
2023
Q1 | $357K | Sell |
4,070
-130
| -3% | -$11.4K | 0.03% | 149 |
|
2022
Q4 | $357K | Sell |
4,200
-100
| -2% | -$8.5K | 0.04% | 144 |
|
2022
Q3 | $340K | Hold |
4,300
| – | – | 0.04% | 143 |
|
2022
Q2 | $327K | Sell |
4,300
-100
| -2% | -$7.61K | 0.03% | 147 |
|
2022
Q1 | $385K | Sell |
4,400
-1,350
| -23% | -$118K | 0.03% | 204 |
|
2021
Q4 | $564K | Sell |
5,750
-350
| -6% | -$34.3K | 0.04% | 184 |
|
2021
Q3 | $594K | Sell |
6,100
-1,300
| -18% | -$127K | 0.05% | 173 |
|
2021
Q2 | $679K | Sell |
7,400
-200
| -3% | -$18.4K | 0.05% | 170 |
|
2021
Q1 | $590K | Hold |
7,600
| – | – | 0.05% | 174 |
|
2020
Q4 | $521K | Buy |
+7,600
| New | +$521K | 0.04% | 181 |
|
2016
Q1 | – | Sell |
-21,600
| Closed | -$687K | – | 194 |
|
2015
Q4 | $687K | Hold |
21,600
| – | – | 0.11% | 173 |
|
2015
Q3 | $680K | Hold |
21,600
| – | – | 0.11% | 172 |
|
2015
Q2 | $838K | Buy |
+21,600
| New | +$838K | 0.13% | 163 |
|