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 | $137M | Buy |
847,000
+119,400
| +16% | +$17.6M | 2.75% | 128 |
|
|
2025
Q2 | $102M | Buy |
+727,600
| New | +$89.4M | 2.6% | 135 |
|
|
2025
Q1 | – | Sell |
-666,500
| Closed | -$83.8M | – | 5867 |
|
|
2024
Q4 | $83.8M | Buy |
666,500
+89,200
| +15% | +$11M | 1.89% | 137 |
|
|
2024
Q3 | $60.1M | Buy |
577,300
+139,600
| +32% | +$14.1M | 1.57% | 179 |
|
|
2024
Q2 | $42.5M | Sell |
437,700
-50,200
| -10% | -$4.78M | 0.7% | 226 |
|
|
2024
Q1 | $45.9M | Sell |
487,900
-705,300
| -59% | -$62.1M | 0.47% | 209 |
|
|
2023
Q4 | $111M | Buy |
1,193,200
+405,000
| +51% | +$32.4M | 0.85% | 91 |
|
|
2023
Q3 | $64.4M | Buy |
788,200
+292,200
| +59% | +$25.4M | 0.64% | 122 |
|
|
2023
Q2 | $42.3M | Sell |
496,000
-45,900
| -8% | -$3.93M | 0.57% | 192 |
|
|
2023
Q1 | $46.7M | Sell |
541,900
-133,200
| -20% | -$12.4M | 1.41% | 161 |
|
|
2022
Q4 | $57.4M | Buy |
675,100
+40,600
| +6% | +$3.46M | 0.98% | 176 |
|
|
2022
Q3 | $50.7M | Buy |
634,500
+72,700
| +13% | +$6.13M | 1.95% | 136 |
|
|
2022
Q2 | $43.9M | Buy |
561,800
+4,900
| +0.9% | +$401K | 1.38% | 141 |
|
|
2022
Q1 | $50.3M | Sell |
556,900
-29,000
| -5% | -$2.8M | 1.48% | 178 |
|
|
2021
Q4 | $57.9M | Sell |
585,900
-165,800
| -22% | -$16.5M | 0.78% | 191 |
|
|
2021
Q3 | $74.8M | Buy |
751,700
+200,600
| +36% | +$19.9M | 1.54% | 152 |
|
|
2021
Q2 | $50M | Buy |
551,100
+77,500
| +16% | +$6.65M | 1.36% | 186 |
|
|
2021
Q1 | $37.5M | Sell |
473,600
-112,100
| -19% | -$8.59M | 0.72% | 232 |
|
|
2020
Q4 | $39.7M | Buy |
585,700
+276,800
| +90% | +$15.9M | 0.82% | 208 |
|
|
2020
Q3 | $14.6M | Sell |
308,900
-15,100
| -5% | -$761K | 0.63% | 392 |
|
|
2020
Q2 | $15.3M | Sell |
324,000
-50,200
| -13% | -$2.11M | 0.74% | 328 |
|
|
2020
Q1 | $13M | Sell |
374,200
-183,100
| -33% | -$8.62M | 0.54% | 343 |
|
|
2019
Q4 | $28.4M | Buy |
557,300
+34,600
| +7% | +$1.64M | 0.52% | 237 |
|
|
2019
Q3 | $22.4M | Sell |
522,700
-500
| -0.1% | -$21.4K | 0.87% | 245 |
|
|
2019
Q2 | $22.9M | Buy |
523,200
+90,600
| +21% | +$4.04M | 0.81% | 248 |
|
|
2019
Q1 | $18.3M | Buy |
432,600
+83,900
| +24% | +$3.53M | 0.63% | 287 |
|
|
2018
Q4 | $13.7M | Buy |
348,700
+69,900
| +25% | +$3.05M | 0.46% | 359 |
|
|
2018
Q3 | $13M | Sell |
278,800
-79,700
| -22% | -$3.89M | 0.33% | 446 |
|
|
2018
Q2 | $19.3M | Hold |
358,500
| – | – | 0.56% | 263 |
|
|
2018
Q1 | $19.3M | Buy |
358,500
+86,900
| +32% | +$4.81M | 0.56% | 263 |
|
|
2017
Q4 | $14.3M | Sell |
271,600
-11,400
| -4% | -$577K | 0.36% | 355 |
|
|
2017
Q3 | $13.6M | Sell |
283,000
-386,300
| -58% | -$17.9M | 0.52% | 314 |
|
|
2017
Q2 | $30M | Sell |
669,300
-54,600
| -8% | -$2.35M | 1.29% | 129 |
|
|
2017
Q1 | $31.4M | Sell |
723,900
-92,900
| -11% | -$4.12M | 1.74% | 108 |
|
|
2016
Q4 | $34.5M | Buy |
816,800
+39,700
| +5% | +$1.5M | 1.62% | 110 |
|
|
2016
Q3 | $24.1M | Buy |
777,100
+204,400
| +36% | +$6.1M | 1.47% | 175 |
|
|
2016
Q2 | $14.4M | Buy |
+572,700
| New | +$15M | 1.22% | 236 |
|
Other funds holding MS
