Wright Investors Service’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 | $537K | Buy |
3,812
+156
| +4% | +$22K | 0.16% | 111 |
|
|
2025
Q1 | $427K | Sell |
3,656
-363
| -9% | -$42.4K | 0.14% | 123 |
|
|
2024
Q4 | $505K | Sell |
4,019
-8,519
| -68% | -$1.07M | 0.16% | 104 |
|
|
2024
Q3 | $1.31M | Sell |
12,538
-5,030
| -29% | -$524K | 0.34% | 78 |
|
|
2024
Q2 | $1.71M | Sell |
17,568
-5,390
| -23% | -$524K | 0.45% | 64 |
|
|
2024
Q1 | $2.16M | Buy |
22,958
+610
| +3% | +$57.4K | 0.55% | 62 |
|
|
2023
Q4 | $2.08M | Sell |
22,348
-4,164
| -16% | -$388K | 0.59% | 59 |
|
|
2023
Q3 | $2.17M | Sell |
26,512
-8,739
| -25% | -$714K | 0.63% | 53 |
|
|
2023
Q2 | $3.01M | Sell |
35,251
-3,216
| -8% | -$275K | 0.85% | 40 |
|
|
2023
Q1 | $3.38M | Sell |
38,467
-8,688
| -18% | -$763K | 0.96% | 30 |
|
|
2022
Q4 | $4.01M | Buy |
47,155
+178
| +0.4% | +$15.1K | 1.15% | 25 |
|
|
2022
Q3 | $3.71M | Sell |
46,977
-2,164
| -4% | -$171K | 1.17% | 23 |
|
|
2022
Q2 | $3.74M | Buy |
49,141
+29,439
| +149% | +$2.24M | 1.07% | 26 |
|
|
2022
Q1 | $1.72M | Buy |
19,702
+2,476
| +14% | +$216K | 0.43% | 74 |
|
|
2021
Q4 | $1.69M | Sell |
17,226
-6,164
| -26% | -$605K | 0.43% | 78 |
|
|
2021
Q3 | $2.28M | Sell |
23,390
-80
| -0.3% | -$7.79K | 0.65% | 52 |
|
|
2021
Q2 | $2.15M | Buy |
23,470
+4,530
| +24% | +$415K | 0.58% | 56 |
|
|
2021
Q1 | $1.47M | Buy |
18,940
+136
| +0.7% | +$10.6K | 0.45% | 74 |
|
|
2020
Q4 | $1.29M | Sell |
18,804
-18,735
| -50% | -$1.28M | 0.44% | 70 |
|
|
2020
Q3 | $1.82M | Hold |
37,539
| – | – | 0.65% | 48 |
|
|
2020
Q2 | $1.81M | Sell |
37,539
-205
| -0.5% | -$9.9K | 0.7% | 43 |
|
|
2020
Q1 | $1.28M | Buy |
37,744
+13,041
| +53% | +$443K | 0.55% | 58 |
|
|
2019
Q4 | $1.26M | Buy |
24,703
+17,644
| +250% | +$902K | 0.43% | 72 |
|
|
2019
Q3 | $301K | Sell |
7,059
-43
| -0.6% | -$1.83K | 0.11% | 138 |
|
|
2019
Q2 | $311K | Sell |
7,102
-23
| -0.3% | -$1.01K | 0.12% | 135 |
|
|
2019
Q1 | $300K | Sell |
7,125
-7,055
| -50% | -$297K | 0.12% | 130 |
|
|
2018
Q4 | $562K | Buy |
14,180
+290
| +2% | +$11.5K | 0.24% | 96 |
|
|
2018
Q3 | $647K | Buy |
13,890
+123
| +0.9% | +$5.73K | 0.24% | 96 |
|
|
2018
Q2 | $653K | Sell |
13,767
-70
| -0.5% | -$3.32K | 0.26% | 94 |
|
|
2018
Q1 | $747K | Buy |
13,837
+64
| +0.5% | +$3.46K | 0.26% | 103 |
|
|
2017
Q4 | $723K | Sell |
13,773
-4
| -0% | -$210 | 0.24% | 100 |
|
|
2017
Q3 | $663K | Buy |
13,777
+262
| +2% | +$12.6K | 0.24% | 111 |
|
|
2017
Q2 | $602K | Buy |
13,515
+6,320
| +88% | +$282K | 0.23% | 125 |
|
|
2017
Q1 | $308K | Buy |
7,195
+715
| +11% | +$30.6K | 0.12% | 192 |
|
|
2016
Q4 | $274K | Buy |
+6,480
| New | +$274K | 0.12% | 200 |
|
|
2016
Q2 | – | Sell |
-14,565
| Closed | -$364K | – | 227 |
|
|
2016
Q1 | $364K | Sell |
14,565
-2,800
| -16% | -$70K | 0.14% | 177 |
|
|
2015
Q4 | $552K | Buy |
17,365
+5,965
| +52% | +$190K | 0.2% | 165 |
|
|
2015
Q3 | $359K | Hold |
11,400
| – | – | 0.16% | 167 |
|
|
2015
Q2 | $442K | Sell |
11,400
-19
| -0.2% | -$737 | 0.21% | 139 |
|
|
2015
Q1 | $408K | Buy |
11,419
+3,003
| +36% | +$107K | 0.2% | 151 |
|
|
2014
Q4 | $327K | Buy |
+8,416
| New | +$327K | 0.16% | 168 |
|