Van Hulzen Asset 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 | $563K | Buy |
3,997
+656
| +20% | +$92.4K | 0.05% | 208 |
|
|
2025
Q1 | $390K | Sell |
3,341
-109
| -3% | -$12.7K | 0.04% | 227 |
|
|
2024
Q4 | $434K | Buy |
3,450
+14
| +0.4% | +$1.76K | 0.03% | 232 |
|
|
2024
Q3 | $358K | Sell |
3,436
-42,093
| -92% | -$4.39M | 0.03% | 246 |
|
|
2024
Q2 | $4.43M | Sell |
45,529
-7,242
| -14% | -$704K | 0.3% | 67 |
|
|
2024
Q1 | $4.97M | Buy |
+52,771
| New | +$4.97M | 0.33% | 67 |
|
|
2021
Q1 | – | Sell |
-7,508
| Closed | -$515K | – | 297 |
|
|
2020
Q4 | $515K | Sell |
7,508
-69
| -0.9% | -$4.73K | 0.08% | 137 |
|
|
2020
Q3 | $366K | Buy |
7,577
+1
| +0% | +$48 | 0.06% | 171 |
|
|
2020
Q2 | $366K | Buy |
+7,576
| New | +$366K | 0.06% | 167 |
|