Wolverine Trading’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 | – | Hold |
0
| – | – | – | 1955 |
|
2025
Q1 | – | Sell |
-6,073
| Closed | -$764K | – | 2020 |
|
2024
Q4 | $764K | Buy |
6,073
+3,873
| +176% | +$487K | ﹤0.01% | 653 |
|
2024
Q3 | $229K | Sell |
2,200
-39,201
| -95% | -$4.08M | ﹤0.01% | 1023 |
|
2024
Q2 | $4.02M | Sell |
41,401
-22,294
| -35% | -$2.17M | ﹤0.01% | 121 |
|
2024
Q1 | $6M | Sell |
63,695
-571,634
| -90% | -$53.8M | 0.01% | 94 |
|
2023
Q4 | $59.2M | Buy |
635,329
+554,331
| +684% | +$51.7M | 0.06% | 16 |
|
2023
Q3 | $6.62M | Buy |
80,998
+42,653
| +111% | +$3.48M | 0.01% | 80 |
|
2023
Q2 | $3.27M | Buy |
38,345
+27,854
| +266% | +$2.37M | ﹤0.01% | 156 |
|
2023
Q1 | $903K | Sell |
10,491
-32,706
| -76% | -$2.82M | ﹤0.01% | 336 |
|
2022
Q4 | $3.67M | Sell |
43,197
-48,589
| -53% | -$4.13M | 0.01% | 148 |
|
2022
Q3 | $7.33M | Buy |
91,786
+10,182
| +12% | +$813K | 0.01% | 56 |
|
2022
Q2 | $6.38M | Sell |
81,604
-33,248
| -29% | -$2.6M | 0.01% | 66 |
|
2022
Q1 | $10.4M | Buy |
114,852
+37,231
| +48% | +$3.36M | 0.01% | 64 |
|
2021
Q4 | $7.67M | Buy |
77,621
+15,997
| +26% | +$1.58M | 0.01% | 112 |
|
2021
Q3 | $6.14M | Sell |
61,624
-48,196
| -44% | -$4.8M | 0.01% | 165 |
|
2021
Q2 | $9.95M | Buy |
109,820
+54,690
| +99% | +$4.96M | 0.02% | 71 |
|
2021
Q1 | $4.36M | Sell |
55,130
-25,122
| -31% | -$1.99M | 0.01% | 193 |
|
2020
Q4 | $5.44M | Buy |
80,252
+29,353
| +58% | +$1.99M | 0.01% | 131 |
|
2020
Q3 | $2.4M | Buy |
50,899
+40,575
| +393% | +$1.92M | 0.01% | 196 |
|
2020
Q2 | $488K | Buy |
+10,324
| New | +$488K | ﹤0.01% | 609 |
|
2020
Q1 | – | Sell |
-464,652
| Closed | -$23.7M | – | 1778 |
|
2019
Q4 | $23.7M | Buy |
464,652
+362,276
| +354% | +$18.5M | 0.06% | 43 |
|
2019
Q3 | $4.39M | Buy |
102,376
+2,913
| +3% | +$125K | 0.01% | 112 |
|
2019
Q2 | $4.36M | Buy |
99,463
+21,509
| +28% | +$942K | 0.01% | 129 |
|
2019
Q1 | $3.29M | Buy |
77,954
+42,093
| +117% | +$1.78M | 0.01% | 139 |
|
2018
Q4 | $1.41M | Sell |
35,861
-107,300
| -75% | -$4.22M | ﹤0.01% | 329 |
|
2018
Q3 | $6.67M | Buy |
143,161
+54,800
| +62% | +$2.55M | 0.01% | 105 |
|
2018
Q2 | $4.77M | Hold |
88,361
| – | – | 0.01% | 100 |
|
2018
Q1 | $4.77M | Sell |
88,361
-40,900
| -32% | -$2.21M | 0.01% | 100 |
|
2017
Q4 | $6.78M | Buy |
129,261
+95,019
| +277% | +$4.99M | 0.02% | 112 |
|
2017
Q3 | $1.65M | Buy |
34,242
+26,858
| +364% | +$1.29M | 0.01% | 231 |
|
2017
Q2 | $330K | Sell |
7,384
-34,893
| -83% | -$1.56M | ﹤0.01% | 770 |
|
2017
Q1 | $1.84M | Sell |
42,277
-35,811
| -46% | -$1.56M | 0.01% | 207 |
|
2016
Q4 | $3.3M | Buy |
78,088
+27,214
| +53% | +$1.15M | 0.02% | 87 |
|
2016
Q3 | $1.58M | Buy |
50,874
+16,652
| +49% | +$517K | 0.01% | 206 |
|
2016
Q2 | $863K | Buy |
+34,222
| New | +$863K | ﹤0.01% | 265 |
|