Versor Investments’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 | $1.6M | Buy |
11,393
+8,893
| +356% | +$1.25M | 0.28% | 60 |
|
|
2025
Q1 | $292K | Sell |
2,500
-600
| -19% | -$70K | 0.05% | 571 |
|
|
2024
Q4 | $390K | Buy |
3,100
+500
| +19% | +$62.9K | 0.07% | 470 |
|
|
2024
Q3 | $271K | Sell |
2,600
-3,522
| -58% | -$367K | 0.04% | 618 |
|
|
2024
Q2 | $595K | Buy |
+6,122
| New | +$595K | 0.11% | 300 |
|
|
2020
Q4 | – | Sell |
-9,000
| Closed | -$435K | – | 218 |
|
|
2020
Q3 | $435K | Buy |
+9,000
| New | +$435K | 0.04% | 172 |
|
|
2020
Q1 | – | Sell |
-22,700
| Closed | -$1.16M | – | 312 |
|
|
2019
Q4 | $1.16M | Buy |
22,700
+16,300
| +255% | +$833K | 0.06% | 126 |
|
|
2019
Q3 | $273K | Buy |
+6,400
| New | +$273K | 0.02% | 255 |
|
|
2019
Q1 | – | Sell |
-13,900
| Closed | -$551K | – | 309 |
|
|
2018
Q4 | $551K | Buy |
+13,900
| New | +$551K | 0.13% | 147 |
|
|
2018
Q1 | – | Sell |
-10,800
| Closed | -$567K | – | 274 |
|
|
2017
Q4 | $567K | Buy |
+10,800
| New | +$567K | 0.16% | 162 |
|
|
2017
Q3 | – | Sell |
-6,527
| Closed | -$291K | – | 214 |
|
|
2017
Q2 | $291K | Buy |
+6,527
| New | +$291K | 0.08% | 127 |
|
|
2017
Q1 | – | Sell |
-8,700
| Closed | -$368K | – | 122 |
|
|
2016
Q4 | $368K | Buy |
+8,700
| New | +$368K | 0.15% | 43 |
|