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 | $98.7M | Buy |
612,500
+126,900
| +26% | +$18.7M | 1.99% | 188 |
|
|
2025
Q2 | $68.3M | Buy |
+485,600
| New | +$59.6M | 1.73% | 193 |
|
|
2025
Q1 | – | Sell |
-460,200
| Closed | -$57.9M | – | 5869 |
|
|
2024
Q4 | $57.9M | Buy |
460,200
+39,900
| +9% | +$4.91M | 1.3% | 204 |
|
|
2024
Q3 | $43.8M | Sell |
420,300
-23,800
| -5% | -$2.4M | 1.14% | 239 |
|
|
2024
Q2 | $43.2M | Sell |
444,100
-76,700
| -15% | -$7.3M | 0.71% | 221 |
|
|
2024
Q1 | $49M | Sell |
520,800
-783,600
| -60% | -$69M | 0.5% | 196 |
|
|
2023
Q4 | $122M | Buy |
1,304,400
+544,500
| +72% | +$43.6M | 0.93% | 83 |
|
|
2023
Q3 | $62.1M | Buy |
759,900
+167,000
| +28% | +$14.5M | 0.62% | 126 |
|
|
2023
Q2 | $50.5M | Sell |
592,900
-82,100
| -12% | -$7.02M | 0.68% | 162 |
|
|
2023
Q1 | $58.1M | Buy |
675,000
+33,600
| +5% | +$3.14M | 1.76% | 133 |
|
|
2022
Q4 | $54.5M | Sell |
641,400
-59,000
| -8% | -$5.03M | 0.93% | 183 |
|
|
2022
Q3 | $55.9M | Buy |
700,400
+203,400
| +41% | +$17.1M | 2.15% | 125 |
|
|
2022
Q2 | $38.9M | Sell |
497,000
-16,700
| -3% | -$1.37M | 1.22% | 161 |
|
|
2022
Q1 | $46.4M | Sell |
513,700
-199,300
| -28% | -$19.2M | 1.37% | 197 |
|
|
2021
Q4 | $70.4M | Buy |
713,000
+45,300
| +7% | +$4.51M | 0.95% | 153 |
|
|
2021
Q3 | $66.5M | Buy |
667,700
+189,300
| +40% | +$18.8M | 1.37% | 173 |
|
|
2021
Q2 | $43.4M | Buy |
478,400
+175,600
| +58% | +$15.1M | 1.18% | 209 |
|
|
2021
Q1 | $23.9M | Sell |
302,800
-376,800
| -55% | -$28.9M | 0.46% | 339 |
|
|
2020
Q4 | $46.1M | Buy |
679,600
+265,000
| +64% | +$15.2M | 0.95% | 178 |
|
|
2020
Q3 | $19.6M | Buy |
414,600
+42,500
| +11% | +$2.14M | 0.85% | 310 |
|
|
2020
Q2 | $17.6M | Sell |
372,100
-49,700
| -12% | -$2.09M | 0.85% | 285 |
|
|
2020
Q1 | $14.7M | Sell |
421,800
-52,200
| -11% | -$2.46M | 0.61% | 304 |
|
|
2019
Q4 | $24.2M | Sell |
474,000
-26,700
| -5% | -$1.26M | 0.44% | 286 |
|
|
2019
Q3 | $21.4M | Buy |
500,700
+42,600
| +9% | +$1.82M | 0.84% | 259 |
|
|
2019
Q2 | $20.1M | Sell |
458,100
-50,800
| -10% | -$2.27M | 0.71% | 287 |
|
|
2019
Q1 | $21.5M | Sell |
508,900
-54,000
| -10% | -$2.27M | 0.74% | 238 |
|
|
2018
Q4 | $22.2M | Buy |
562,900
+96,300
| +21% | +$4.2M | 0.74% | 226 |
|
|
2018
Q3 | $21.7M | Sell |
466,600
-174,900
| -27% | -$8.54M | 0.55% | 274 |
|
|
2018
Q2 | $34.6M | Hold |
641,500
| – | – | 1% | 147 |
|
|
2018
Q1 | $34.6M | Sell |
641,500
-38,500
| -6% | -$2.13M | 1% | 147 |
|
|
2017
Q4 | $35.7M | Buy |
680,000
+42,100
| +7% | +$2.13M | 0.91% | 124 |
|
|
2017
Q3 | $30.7M | Sell |
637,900
-151,600
| -19% | -$7.03M | 1.18% | 147 |
|
|
2017
Q2 | $35.3M | Buy |
789,500
+58,700
| +8% | +$2.53M | 1.52% | 109 |
|
|
2017
Q1 | $31.7M | Sell |
730,800
-47,800
| -6% | -$2.12M | 1.76% | 106 |
|
|
2016
Q4 | $32.9M | Sell |
778,600
-14,400
| -2% | -$545K | 1.55% | 116 |
|
|
2016
Q3 | $24.6M | Buy |
793,000
+131,300
| +20% | +$3.92M | 1.5% | 171 |
|
|
2016
Q2 | $16.7M | Buy |
+661,700
| New | +$17.3M | 1.41% | 204 |
|
Other funds holding MS
