TAM
Tyers Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6.48M | Buy |
151,756
+23,826
| +19% | +$1.02M | 0.21% | 91 |
|
|
2019
Q2 | $5.6M | Buy |
127,930
+46,090
| +56% | +$2.02M | 0.19% | 106 |
|
|
2019
Q1 | $3.45M | Buy |
81,840
+45,562
| +126% | +$1.92M | 0.12% | 157 |
|
|
2018
Q4 | $1.44M | Sell |
36,278
-6,402
| -15% | -$254K | 0.06% | 237 |
|
|
2018
Q3 | $1.99M | Sell |
42,680
-42,856
| -50% | -$2M | 0.07% | 216 |
|
|
2018
Q2 | $4.05M | Sell |
85,536
-19,140
| -18% | -$907K | 0.14% | 146 |
|
|
2018
Q1 | $5.65M | Sell |
104,676
-61,688
| -37% | -$3.33M | 0.2% | 111 |
|
|
2017
Q4 | $8.73M | Sell |
166,364
-16,632
| -9% | -$873K | 0.31% | 78 |
|
|
2017
Q3 | $8.82M | Buy |
182,996
+15,158
| +9% | +$730K | 0.32% | 75 |
|
|
2017
Q2 | $7.48M | Buy |
167,838
+45,034
| +37% | +$2.01M | 0.27% | 87 |
|
|
2017
Q1 | $5.26M | Buy |
122,804
+106,392
| +648% | +$4.56M | 0.2% | 99 |
|
|
2016
Q4 | $693K | Buy |
+16,412
| New | +$693K | 0.03% | 299 |
|