United Fire Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.87M | Hold |
20,000
| – | – | 3.39% | 15 |
|
|
2023
Q3 | $1.63M | Sell |
20,000
-18,000
| -47% | -$1.47M | 3.19% | 15 |
|
|
2023
Q2 | $3.25M | Hold |
38,000
| – | – | 2.5% | 19 |
|
|
2023
Q1 | $3.34M | Hold |
38,000
| – | – | 2.09% | 24 |
|
|
2022
Q4 | $3.23M | Hold |
38,000
| – | – | 1.91% | 28 |
|
|
2022
Q3 | $3M | Hold |
38,000
| – | – | 2.01% | 26 |
|
|
2022
Q2 | $2.89M | Hold |
38,000
| – | – | 1.77% | 31 |
|
|
2022
Q1 | $3.32M | Hold |
38,000
| – | – | 1.71% | 30 |
|
|
2021
Q4 | $3.73M | Buy |
38,000
+20,000
| +111% | +$1.96M | 1.75% | 29 |
|
|
2021
Q3 | $1.75M | Buy |
+18,000
| New | +$1.75M | 0.87% | 45 |
|