Vigilant Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $52K | Hold |
613
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $54K | Hold |
613
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $52K | Hold |
613
| – | – | ﹤0.01% | 264 |
|
|
2022
Q3 | $48K | Hold |
613
| – | – | ﹤0.01% | 291 |
|
|
2022
Q2 | $47K | Hold |
613
| – | – | ﹤0.01% | 278 |
|
|
2022
Q1 | $54K | Hold |
613
| – | – | ﹤0.01% | 285 |
|
|
2021
Q4 | $60K | Hold |
613
| – | – | ﹤0.01% | 295 |
|
|
2021
Q3 | $60K | Buy |
+613
| New | +$60K | ﹤0.01% | 250 |
|
|
2020
Q1 | – | Sell |
-408
| Closed | -$21K | – | 396 |
|
|
2019
Q4 | $21K | Hold |
408
| – | – | ﹤0.01% | 387 |
|
|
2019
Q3 | $17K | Hold |
408
| – | – | ﹤0.01% | 326 |
|
|
2019
Q2 | $18K | Hold |
408
| – | – | ﹤0.01% | 324 |
|
|
2019
Q1 | $17K | Sell |
408
-750
| -65% | -$31.3K | ﹤0.01% | 337 |
|
|
2018
Q4 | $46K | Buy |
1,158
+750
| +184% | +$29.8K | 0.01% | 256 |
|
|
2018
Q3 | $19K | Hold |
408
| – | – | ﹤0.01% | 359 |
|
|
2018
Q2 | $19K | Hold |
408
| – | – | ﹤0.01% | 361 |
|
|
2018
Q1 | $22K | Sell |
408
-11
| -3% | -$593 | ﹤0.01% | 301 |
|
|
2017
Q4 | $22K | Buy |
419
+11
| +3% | +$578 | ﹤0.01% | 296 |
|
|
2017
Q3 | $20K | Hold |
408
| – | – | ﹤0.01% | 243 |
|
|
2017
Q2 | $18K | Hold |
408
| – | – | ﹤0.01% | 218 |
|
|
2017
Q1 | $17K | Hold |
408
| – | – | ﹤0.01% | 231 |
|
|
2016
Q4 | $17K | Hold |
408
| – | – | ﹤0.01% | 231 |
|
|
2016
Q3 | $13K | Sell |
408
-285
| -41% | -$9.08K | ﹤0.01% | 256 |
|
|
2016
Q2 | $18K | Buy |
+693
| New | +$18K | ﹤0.01% | 240 |
|
|
2016
Q1 | – | Sell |
-271
| Closed | -$9K | – | 245 |
|
|
2015
Q4 | $9K | Buy |
+271
| New | +$9K | ﹤0.01% | 242 |
|