Zacks Investment Management’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 | $8.42M | Buy |
59,795
+1,116
| +2% | +$157K | 0.07% | 180 |
|
|
2025
Q1 | $6.85M | Buy |
58,679
+49,017
| +507% | +$5.72M | 0.06% | 194 |
|
|
2024
Q4 | $1.21M | Buy |
9,662
+3,089
| +47% | +$388K | 0.01% | 391 |
|
|
2024
Q3 | $685K | Sell |
6,573
-197
| -3% | -$20.5K | 0.01% | 451 |
|
|
2024
Q2 | $658K | Buy |
+6,770
| New | +$658K | 0.01% | 401 |
|
|
2022
Q2 | – | Sell |
-2,987
| Closed | -$261K | – | 618 |
|
|
2022
Q1 | $261K | Buy |
2,987
+821
| +38% | +$71.7K | ﹤0.01% | 536 |
|
|
2021
Q4 | $213K | Sell |
2,166
-1,286
| -37% | -$126K | ﹤0.01% | 582 |
|
|
2021
Q3 | $336K | Buy |
+3,452
| New | +$336K | 0.01% | 500 |
|
|
2017
Q2 | – | Sell |
-9,903
| Closed | -$424K | – | 652 |
|
|
2017
Q1 | $424K | Buy |
+9,903
| New | +$424K | 0.01% | 471 |
|
|
2015
Q3 | – | Sell |
-11,343
| Closed | -$440K | – | 631 |
|
|
2015
Q2 | $440K | Buy |
+11,343
| New | +$440K | 0.01% | 459 |
|