Wimmer Associates 1’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 | $400K | Hold |
2,843
| – | – | 0.2% | 80 |
|
|
2025
Q1 | $368K | Sell |
2,843
-180
| -6% | -$23.3K | 0.19% | 85 |
|
|
2024
Q4 | $380K | Hold |
3,023
| – | – | 0.19% | 86 |
|
|
2024
Q3 | $315K | Hold |
3,023
| – | – | 0.15% | 98 |
|
|
2024
Q2 | $294K | Hold |
3,023
| – | – | 0.15% | 98 |
|
|
2024
Q1 | $285K | Sell |
3,023
-75
| -2% | -$7.06K | 0.15% | 97 |
|
|
2023
Q4 | $289K | Sell |
3,098
-90
| -3% | -$8.39K | 0.16% | 94 |
|
|
2023
Q3 | $260K | Hold |
3,188
| – | – | 0.16% | 95 |
|
|
2023
Q2 | $272K | Hold |
3,188
| – | – | 0.16% | 98 |
|
|
2023
Q1 | $264K | Buy |
3,188
+220
| +7% | +$18.2K | 0.17% | 99 |
|
|
2022
Q4 | $252K | Buy |
2,968
+125
| +4% | +$10.6K | 0.17% | 100 |
|
|
2022
Q3 | $234K | Sell |
2,843
-29
| -1% | -$2.39K | 0.15% | 102 |
|
|
2022
Q2 | $218K | Hold |
2,872
| – | – | 0.14% | 106 |
|
|
2022
Q1 | $251K | Hold |
2,872
| – | – | 0.14% | 109 |
|
|
2021
Q4 | $282K | Sell |
2,872
-20
| -0.7% | -$1.96K | 0.15% | 104 |
|
|
2021
Q3 | $281K | Hold |
2,892
| – | – | 0.17% | 102 |
|
|
2021
Q2 | $265K | Hold |
2,892
| – | – | 0.16% | 104 |
|
|
2021
Q1 | $225K | Buy |
+2,892
| New | +$225K | 0.12% | 109 |
|