Steven Romick - First Pacific Advisors,
Holding/activity history for Morgan Stanley (MS)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2022 Q1 | 4,160 | <0.01 | $87.50 | $364,000 | SEC | ||
| 2021 Q4 | 4,160 | 0.01 | Buy | 0.01 | $98.08 | $408,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2019 Q4 | 8,550 | <0.01 | $51.11 | $437,000 | SEC | ||
| 2019 Q3 | 8,550 | <0.01 | Reduce 31.87% | <0.01 | $42.69 | $365,000 | SEC |
| 2019 Q2 | 12,550 | <0.01 | $43.82 | $550,000 | SEC | ||
| 2019 Q1 | 12,550 | <0.01 | Reduce 24.17% | <0.01 | $42.23 | $530,000 | SEC |
| 2018 Q4 | 16,550 | 0.01 | Add 103.07% | <0.01 | $39.64 | $656,000 | SEC |
| 2018 Q3 | 8,150 | <0.01 | Reduce 28.51% | <0.01 | $46.63 | $380,000 | SEC |
| 2018 Q2 | 11,400 | <0.01 | Reduce 47.47% | <0.01 | $47.37 | $540,000 | SEC |
| 2018 Q1 | 21,700 | 0.01 | $53.96 | $1,171,000 | SEC | ||
| 2017 Q4 | 21,700 | 0.01 | Buy | 0.01 | $52.49 | $1,139,000 | SEC |