VFM
Viking Fund Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
102,000
+7,000
| +7% | +$986K | 1.97% | 7 |
|
|
2025
Q1 | $11.1M | Hold |
95,000
| – | – | 1.6% | 12 |
|
|
2024
Q4 | $11.9M | Sell |
95,000
-5,000
| -5% | -$629K | 1.86% | 9 |
|
|
2024
Q3 | $10.4M | Hold |
100,000
| – | – | 1.69% | 12 |
|
|
2024
Q2 | $9.72M | Sell |
100,000
-30,150
| -23% | -$2.93M | 1.74% | 15 |
|
|
2024
Q1 | $12.3M | Hold |
130,150
| – | – | 2.22% | 10 |
|
|
2023
Q4 | $12.1M | Buy |
130,150
+30,150
| +30% | +$2.81M | 2.36% | 6 |
|
|
2023
Q3 | $8.17M | Buy |
100,000
+25,000
| +33% | +$2.04M | 1.65% | 16 |
|
|
2023
Q2 | $6.41M | Buy |
75,000
+10,000
| +15% | +$854K | 1.21% | 28 |
|
|
2023
Q1 | $5.71M | Hold |
65,000
| – | – | 1.1% | 31 |
|
|
2022
Q4 | $5.53M | Buy |
65,000
+5,000
| +8% | +$425K | 1.1% | 29 |
|
|
2022
Q3 | $4.74M | Buy |
60,000
+12,000
| +25% | +$948K | 1.12% | 28 |
|
|
2022
Q2 | $3.65M | Buy |
48,000
+26,000
| +118% | +$1.98M | 0.85% | 39 |
|
|
2022
Q1 | $1.92M | Buy |
+22,000
| New | +$1.92M | 0.44% | 81 |
|