Westfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-783,459
| Closed | -$61.9M | – | 246 |
|
|
2022
Q3 | $61.9M | Buy |
783,459
+10,087
| +1% | +$797K | 0.49% | 72 |
|
|
2022
Q2 | $58.8M | Buy |
773,372
+14,529
| +2% | +$1.11M | 0.46% | 78 |
|
|
2022
Q1 | $66.3M | Sell |
758,843
-621,109
| -45% | -$54.3M | 0.43% | 84 |
|
|
2021
Q4 | $135M | Sell |
1,379,952
-53,494
| -4% | -$5.25M | 0.81% | 34 |
|
|
2021
Q3 | $139M | Buy |
1,433,446
+136,156
| +10% | +$13.2M | 0.84% | 26 |
|
|
2021
Q2 | $119M | Sell |
1,297,290
-369,422
| -22% | -$33.9M | 0.71% | 37 |
|
|
2021
Q1 | $129M | Buy |
1,666,712
+121,207
| +8% | +$9.41M | 0.8% | 33 |
|
|
2020
Q4 | $106M | Buy |
+1,545,505
| New | +$106M | 0.63% | 52 |
|
|
2015
Q3 | – | Sell |
-156,237
| Closed | -$6.06M | – | 281 |
|
|
2015
Q2 | $6.06M | Buy |
156,237
+125,237
| +404% | +$4.86M | 0.04% | 224 |
|
|
2015
Q1 | $1.11M | Hold |
31,000
| – | – | 0.01% | 274 |
|
|
2014
Q4 | $1.2M | Buy |
+31,000
| New | +$1.2M | 0.01% | 274 |
|