YCM
Yousif Capital Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Sell |
166,900
-2,727
| -2% | -$384K | 0.25% | 63 |
|
|
2025
Q1 | $19.8M | Sell |
169,627
-1,168
| -0.7% | -$136K | 0.23% | 70 |
|
|
2024
Q4 | $21.5M | Sell |
170,795
-5,352
| -3% | -$673K | 0.24% | 64 |
|
|
2024
Q3 | $18.4M | Sell |
176,147
-2,541
| -1% | -$265K | 0.2% | 86 |
|
|
2024
Q2 | $17.4M | Sell |
178,688
-3,821
| -2% | -$371K | 0.2% | 89 |
|
|
2024
Q1 | $17.2M | Sell |
182,509
-3,476
| -2% | -$327K | 0.19% | 92 |
|
|
2023
Q4 | $17.3M | Sell |
185,985
-8,290
| -4% | -$773K | 0.2% | 82 |
|
|
2023
Q3 | $15.9M | Sell |
194,275
-10,010
| -5% | -$818K | 0.2% | 88 |
|
|
2023
Q2 | $17.4M | Buy |
204,285
+1,717
| +0.8% | +$147K | 0.21% | 76 |
|
|
2023
Q1 | $17.8M | Sell |
202,568
-12,338
| -6% | -$1.08M | 0.23% | 74 |
|
|
2022
Q4 | $18.3M | Buy |
214,906
+3,056
| +1% | +$260K | 0.24% | 78 |
|
|
2022
Q3 | $16.7M | Sell |
211,850
-10,224
| -5% | -$808K | 0.24% | 66 |
|
|
2022
Q2 | $16.9M | Sell |
222,074
-7,555
| -3% | -$575K | 0.22% | 73 |
|
|
2022
Q1 | $20.1M | Sell |
229,629
-3,534
| -2% | -$309K | 0.22% | 75 |
|
|
2021
Q4 | $22.9M | Buy |
+233,163
| New | +$22.9M | 0.24% | 70 |
|