Xponance’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 | $25.2M | Buy |
178,934
+2
| +0% | +$282 | 0.21% | 77 |
|
|
2025
Q1 | $20.9M | Sell |
178,932
-488
| -0.3% | -$56.9K | 0.2% | 85 |
|
|
2024
Q4 | $22.6M | Buy |
179,420
+2,463
| +1% | +$310K | 0.21% | 70 |
|
|
2024
Q3 | $18.4M | Buy |
176,957
+2,320
| +1% | +$242K | 0.18% | 92 |
|
|
2024
Q2 | $17M | Buy |
174,637
+1,653
| +1% | +$161K | 0.17% | 93 |
|
|
2024
Q1 | $16.3M | Buy |
172,984
+9,453
| +6% | +$890K | 0.17% | 106 |
|
|
2023
Q4 | $15.2M | Buy |
163,531
+10,648
| +7% | +$993K | 0.18% | 98 |
|
|
2023
Q3 | $12.5M | Buy |
152,883
+2,946
| +2% | +$241K | 0.17% | 100 |
|
|
2023
Q2 | $12.8M | Sell |
149,937
-2,711
| -2% | -$232K | 0.17% | 104 |
|
|
2023
Q1 | $13.4M | Sell |
152,648
-18,852
| -11% | -$1.66M | 0.2% | 98 |
|
|
2022
Q4 | $14.6M | Buy |
171,500
+24,875
| +17% | +$2.11M | 0.24% | 82 |
|
|
2022
Q3 | $11.6M | Buy |
146,625
+15,436
| +12% | +$1.22M | 0.22% | 82 |
|
|
2022
Q2 | $9.98M | Sell |
131,189
-44,414
| -25% | -$3.38M | 0.2% | 90 |
|
|
2022
Q1 | $15.3M | Buy |
175,603
+237
| +0.1% | +$20.7K | 0.26% | 72 |
|
|
2021
Q4 | $17.2M | Buy |
175,366
+56,085
| +47% | +$5.51M | 0.27% | 65 |
|
|
2021
Q3 | $11.6M | Sell |
119,281
-8,522
| -7% | -$829K | 0.22% | 82 |
|
|
2021
Q2 | $11.7M | Buy |
127,803
+460
| +0.4% | +$42.2K | 0.22% | 81 |
|
|
2021
Q1 | $9.89M | Buy |
127,343
+2,714
| +2% | +$211K | 0.21% | 91 |
|
|
2020
Q4 | $8.54M | Buy |
124,629
+10,762
| +9% | +$738K | 0.19% | 98 |
|
|
2020
Q3 | $5.51M | Sell |
113,867
-14,839
| -12% | -$717K | 0.14% | 137 |
|
|
2020
Q2 | $6.22M | Buy |
+128,706
| New | +$6.22M | 0.16% | 129 |
|