United Services Automobile Association’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 | – | Sell |
-28,503
| Closed | -$3.29M | – | 652 |
|
|
2025
Q1 | $3.29M | Hold |
28,503
| – | – | 0.1% | 118 |
|
|
2024
Q4 | $3.58M | Sell |
28,503
-1,133
| -4% | -$142K | 0.12% | 108 |
|
|
2024
Q3 | $3.09M | Sell |
29,636
-7,072
| -19% | -$737K | 0.08% | 116 |
|
|
2024
Q2 | $3.57M | Sell |
36,708
-2,658
| -7% | -$258K | 0.09% | 117 |
|
|
2024
Q1 | $3.71M | Hold |
39,366
| – | – | 0.09% | 110 |
|
|
2023
Q4 | $3.67M | Buy |
39,366
+3,907
| +11% | +$364K | 0.08% | 123 |
|
|
2023
Q3 | $2.9M | Buy |
35,459
+3,051
| +9% | +$249K | 0.07% | 132 |
|
|
2023
Q2 | $2.77M | Buy |
32,408
+296
| +0.9% | +$25.3K | 0.08% | 131 |
|
|
2023
Q1 | $2.82M | Sell |
32,112
-18,863
| -37% | -$1.66M | 0.09% | 131 |
|
|
2022
Q4 | $4.33M | Sell |
50,975
-5,731
| -10% | -$487K | 0.1% | 134 |
|
|
2022
Q3 | $4.48M | Sell |
56,706
-116
| -0.2% | -$9.16K | 0.12% | 122 |
|
|
2022
Q2 | $4.32M | Buy |
+56,822
| New | +$4.32M | 0.11% | 131 |
|
|
2021
Q3 | – | Sell |
-10,835
| Closed | -$993K | – | 134 |
|
|
2021
Q2 | $993K | Sell |
10,835
-5,818
| -35% | -$533K | 0.02% | 127 |
|
|
2021
Q1 | $1.29M | Buy |
+16,653
| New | +$1.29M | 0.02% | 149 |
|
|
2019
Q4 | – | Sell |
-5,622
| Closed | -$240K | – | 376 |
|
|
2019
Q3 | $240K | Sell |
5,622
-1,211,955
| -100% | -$51.7M | ﹤0.01% | 393 |
|
|
2019
Q2 | $53.3M | Sell |
1,217,577
-305,166
| -20% | -$13.4M | 0.13% | 186 |
|
|
2019
Q1 | $64.3M | Buy |
1,522,743
+4,613
| +0.3% | +$195K | 0.17% | 156 |
|
|
2018
Q4 | $60.2M | Buy |
1,518,130
+68,710
| +5% | +$2.72M | 0.17% | 142 |
|
|
2018
Q3 | $67.5M | Sell |
1,449,420
-4,270
| -0.3% | -$199K | 0.17% | 140 |
|
|
2018
Q2 | $68.9M | Buy |
1,453,690
+561
| +0% | +$26.6K | 0.18% | 133 |
|
|
2018
Q1 | $78.4M | Sell |
1,453,129
-52,150
| -3% | -$2.81M | 0.21% | 107 |
|
|
2017
Q4 | $79M | Sell |
1,505,279
-48,716
| -3% | -$2.56M | 0.22% | 103 |
|
|
2017
Q3 | $74.9M | Buy |
1,553,995
+27,670
| +2% | +$1.33M | 0.22% | 104 |
|
|
2017
Q2 | $68M | Sell |
1,526,325
-92,442
| -6% | -$4.12M | 0.21% | 118 |
|
|
2017
Q1 | $69.3M | Buy |
1,618,767
+72,568
| +5% | +$3.11M | 0.22% | 105 |
|
|
2016
Q4 | $65.3M | Buy |
1,546,199
+9,496
| +0.6% | +$401K | 0.22% | 97 |
|
|
2016
Q3 | $49.3M | Sell |
1,536,703
-50,393
| -3% | -$1.62M | 0.17% | 145 |
|
|
2016
Q2 | $41.2M | Sell |
1,587,096
-13,346
| -0.8% | -$347K | 0.15% | 173 |
|
|
2016
Q1 | $40M | Buy |
1,600,442
+161,401
| +11% | +$4.04M | 0.14% | 171 |
|
|
2015
Q4 | $45.8M | Buy |
1,439,041
+34,988
| +2% | +$1.11M | 0.16% | 148 |
|
|
2015
Q3 | $44.2M | Sell |
1,404,053
-51,730
| -4% | -$1.63M | 0.17% | 151 |
|
|
2015
Q2 | $56.5M | Buy |
1,455,783
+7,328
| +0.5% | +$284K | 0.2% | 124 |
|
|
2015
Q1 | $51.7M | Buy |
1,448,455
+33,356
| +2% | +$1.19M | 0.18% | 132 |
|
|
2014
Q4 | $54.9M | Sell |
1,415,099
-200,755
| -12% | -$7.79M | 0.19% | 119 |
|
|
2014
Q3 | $55.9M | Buy |
1,615,854
+22,377
| +1% | +$774K | 0.2% | 114 |
|
|
2014
Q2 | $51.5M | Buy |
1,593,477
+241,197
| +18% | +$7.8M | 0.19% | 123 |
|
|
2014
Q1 | $42.2M | Buy |
1,352,280
+195,592
| +17% | +$6.1M | 0.16% | 140 |
|
|
2013
Q4 | $36.3M | Sell |
1,156,688
-79,716
| -6% | -$2.5M | 0.14% | 168 |
|
|
2013
Q3 | $33.3M | Sell |
1,236,404
-21,367
| -2% | -$576K | 0.14% | 166 |
|
|
2013
Q2 | $30.7M | Buy |
+1,257,771
| New | +$30.7M | 0.14% | 168 |
|