Twin 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 | $1.56M | Sell |
11,081
-386
| -3% | -$54.4K | 0.17% | 141 |
|
|
2025
Q1 | $1.34M | Buy |
11,467
+5,210
| +83% | +$608K | 0.16% | 149 |
|
|
2024
Q4 | $787K | Buy |
+6,257
| New | +$787K | 0.09% | 194 |
|
|
2023
Q4 | – | Sell |
-8,947
| Closed | -$731K | – | 288 |
|
|
2023
Q3 | $731K | Sell |
8,947
-460
| -5% | -$37.6K | 0.11% | 189 |
|
|
2023
Q2 | $803K | Sell |
9,407
-74
| -0.8% | -$6.32K | 0.1% | 192 |
|
|
2023
Q1 | $832K | Sell |
9,481
-600
| -6% | -$52.7K | 0.11% | 191 |
|
|
2022
Q4 | $857K | Buy |
10,081
+1,119
| +12% | +$95.1K | 0.11% | 192 |
|
|
2022
Q3 | $708K | Sell |
8,962
-67,140
| -88% | -$5.3M | 0.1% | 209 |
|
|
2022
Q2 | $5.79M | Sell |
76,102
-1,111
| -1% | -$84.5K | 0.74% | 28 |
|
|
2022
Q1 | $6.75M | Sell |
77,213
-3,165
| -4% | -$277K | 0.73% | 23 |
|
|
2021
Q4 | $7.89M | Sell |
80,378
-3,250
| -4% | -$319K | 0.79% | 21 |
|
|
2021
Q3 | $8.14M | Sell |
83,628
-10,180
| -11% | -$991K | 0.83% | 20 |
|
|
2021
Q2 | $8.6M | Buy |
93,808
+3,460
| +4% | +$317K | 0.79% | 19 |
|
|
2021
Q1 | $7.02M | Sell |
90,348
-1,580
| -2% | -$123K | 0.7% | 31 |
|
|
2020
Q4 | $6.3M | Sell |
91,928
-1,472
| -2% | -$101K | 0.57% | 44 |
|
|
2020
Q3 | $4.52M | Sell |
93,400
-1,364
| -1% | -$66K | 0.41% | 72 |
|
|
2020
Q2 | $4.58M | Buy |
94,764
+7,791
| +9% | +$376K | 0.44% | 65 |
|
|
2020
Q1 | $2.96M | Sell |
86,973
-1,160
| -1% | -$39.4K | 0.32% | 97 |
|
|
2019
Q4 | $4.51M | Buy |
+88,133
| New | +$4.51M | 0.38% | 83 |
|
|
2019
Q2 | – | Sell |
-36,280
| Closed | -$1.53M | – | 282 |
|
|
2019
Q1 | $1.53M | Sell |
36,280
-100
| -0.3% | -$4.22K | 0.08% | 234 |
|
|
2018
Q4 | $1.44M | Hold |
36,380
| – | – | 0.08% | 226 |
|
|
2018
Q3 | $1.69M | Sell |
36,380
-880
| -2% | -$41K | 0.08% | 240 |
|
|
2018
Q2 | $1.77M | Buy |
37,260
+470
| +1% | +$22.3K | 0.09% | 233 |
|
|
2018
Q1 | $1.99M | Sell |
36,790
-750
| -2% | -$40.5K | 0.1% | 221 |
|
|
2017
Q4 | $1.97M | Sell |
37,540
-150
| -0.4% | -$7.87K | 0.1% | 226 |
|
|
2017
Q3 | $1.82M | Sell |
37,690
-73,605
| -66% | -$3.55M | 0.1% | 240 |
|
|
2017
Q2 | $4.96M | Buy |
111,295
+16,084
| +17% | +$717K | 0.29% | 108 |
|
|
2017
Q1 | $4.08M | Buy |
95,211
+21,781
| +30% | +$933K | 0.25% | 123 |
|
|
2016
Q4 | $3.1M | Buy |
73,430
+65,430
| +818% | +$2.76M | 0.2% | 154 |
|
|
2016
Q3 | $256K | Buy |
+8,000
| New | +$256K | 0.02% | 327 |
|
|
2016
Q1 | – | Sell |
-10,900
| Closed | -$347K | – | 279 |
|
|
2015
Q4 | $347K | Sell |
10,900
-64,430
| -86% | -$2.05M | 0.03% | 259 |
|
|
2015
Q3 | $2.37M | Sell |
75,330
-100
| -0.1% | -$3.15K | 0.23% | 139 |
|
|
2015
Q2 | $2.93M | Buy |
75,430
+810
| +1% | +$31.4K | 0.26% | 124 |
|
|
2015
Q1 | $2.66M | Sell |
74,620
-500
| -0.7% | -$17.8K | 0.23% | 134 |
|
|
2014
Q4 | $2.92M | Buy |
75,120
+63,220
| +531% | +$2.45M | 0.28% | 111 |
|
|
2014
Q3 | $411K | Sell |
11,900
-12,180
| -51% | -$421K | 0.04% | 260 |
|
|
2014
Q2 | $779K | Sell |
24,080
-18,230
| -43% | -$590K | 0.08% | 229 |
|
|
2014
Q1 | $1.32M | Sell |
42,310
-2,540
| -6% | -$79.2K | 0.14% | 193 |
|
|
2013
Q4 | $1.41M | Buy |
44,850
+1,950
| +5% | +$61.1K | 0.15% | 180 |
|
|
2013
Q3 | $1.16M | Sell |
42,900
-2,600
| -6% | -$70.1K | 0.12% | 230 |
|
|
2013
Q2 | $1.11M | Buy |
+45,500
| New | +$1.11M | 0.12% | 227 |
|