Wolverine Trading’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Buy |
+1,425
| New | +$210K | ﹤0.01% | 4756 |
|
|
2025
Q1 | – | Sell |
-6,073
| Closed | -$764K | – | 5868 |
|
|
2024
Q4 | $764K | Buy |
6,073
+3,873
| +176% | +$477K | 0.02% | 2942 |
|
|
2024
Q3 | $229K | Sell |
2,200
-39,201
| -95% | -$3.95M | 0.01% | 3931 |
|
|
2024
Q2 | $4.02M | Sell |
41,401
-22,294
| -35% | -$2.12M | 0.07% | 1105 |
|
|
2024
Q1 | $6M | Sell |
63,695
-571,634
| -90% | -$50.3M | 0.06% | 901 |
|
|
2023
Q4 | $59.2M | Buy |
635,329
+554,331
| +684% | +$44.3M | 0.45% | 172 |
|
|
2023
Q3 | $6.62M | Buy |
80,998
+42,653
| +111% | +$3.7M | 0.07% | 822 |
|
|
2023
Q2 | $3.27M | Buy |
38,345
+27,854
| +266% | +$2.38M | 0.04% | 1170 |
|
|
2023
Q1 | $903K | Sell |
10,491
-32,706
| -76% | -$3.05M | 0.03% | 1983 |
|
|
2022
Q4 | $3.67M | Sell |
43,197
-48,589
| -53% | -$4.14M | 0.06% | 1050 |
|
|
2022
Q3 | $7.33M | Buy |
91,786
+10,182
| +12% | +$858K | 0.28% | 681 |
|
|
2022
Q2 | $6.38M | Sell |
81,604
-33,248
| -29% | -$2.72M | 0.2% | 710 |
|
|
2022
Q1 | $10.4M | Buy |
114,852
+37,231
| +48% | +$3.59M | 0.31% | 677 |
|
|
2021
Q4 | $7.67M | Buy |
77,621
+15,997
| +26% | +$1.59M | 0.1% | 881 |
|
|
2021
Q3 | $6.13M | Sell |
61,624
-48,196
| -44% | -$4.78M | 0.13% | 1150 |
|
|
2021
Q2 | $9.95M | Buy |
109,820
+54,690
| +99% | +$4.69M | 0.27% | 704 |
|
|
2021
Q1 | $4.36M | Sell |
55,130
-25,122
| -31% | -$1.93M | 0.08% | 1234 |
|
|
2020
Q4 | $5.44M | Buy |
80,252
+29,353
| +58% | +$1.68M | 0.11% | 1001 |
|
|
2020
Q3 | $2.4M | Buy |
50,899
+40,575
| +393% | +$2.04M | 0.1% | 1340 |
|
|
2020
Q2 | $488K | Buy |
+10,324
| New | +$434K | 0.02% | 2760 |
|
|
2020
Q1 | – | Sell |
-464,652
| Closed | -$21.9M | – | 5302 |
|
|
2019
Q4 | $23.7M | Buy |
464,652
+362,276
| +354% | +$17.1M | 0.43% | 299 |
|
|
2019
Q3 | $4.39M | Buy |
102,376
+2,913
| +3% | +$124K | 0.17% | 939 |
|
|
2019
Q2 | $4.36M | Buy |
99,463
+21,509
| +28% | +$959K | 0.15% | 981 |
|
|
2019
Q1 | $3.29M | Buy |
77,954
+42,093
| +117% | +$1.77M | 0.11% | 1148 |
|
|
2018
Q4 | $1.41M | Sell |
35,861
-107,300
| -75% | -$4.68M | 0.05% | 1693 |
|
|
2018
Q3 | $6.67M | Buy |
143,161
+54,800
| +62% | +$2.68M | 0.17% | 786 |
|
|
2018
Q2 | $4.77M | Hold |
88,361
| – | – | 0.14% | 910 |
|
|
2018
Q1 | $4.77M | Sell |
88,361
-40,900
| -32% | -$2.26M | 0.14% | 910 |
|
|
2017
Q4 | $6.78M | Buy |
129,261
+95,019
| +277% | +$4.81M | 0.17% | 688 |
|
|
2017
Q3 | $1.65M | Buy |
34,242
+26,858
| +364% | +$1.25M | 0.06% | 1473 |
|
|
2017
Q2 | $330K | Sell |
7,384
-34,893
| -83% | -$1.5M | 0.01% | 2903 |
|
|
2017
Q1 | $1.84M | Sell |
42,277
-35,811
| -46% | -$1.59M | 0.1% | 1251 |
|
|
2016
Q4 | $3.3M | Buy |
78,088
+27,214
| +53% | +$1.03M | 0.16% | 985 |
|
|
2016
Q3 | $1.58M | Buy |
50,874
+16,652
| +49% | +$497K | 0.1% | 1473 |
|
|
2016
Q2 | $863K | Buy |
+34,222
| New | +$895K | 0.07% | 1720 |
|
Other funds holding MS
