Accredited Investors’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 | $338K | Buy |
2,398
+4
| +0.2% | +$563 | 0.02% | 180 |
|
|
2025
Q1 | $279K | Buy |
2,394
+19
| +0.8% | +$2.22K | 0.02% | 181 |
|
|
2024
Q4 | $299K | Sell |
2,375
-214
| -8% | -$26.9K | 0.02% | 179 |
|
|
2024
Q3 | $270K | Buy |
2,589
+6
| +0.2% | +$625 | 0.02% | 187 |
|
|
2024
Q2 | $251K | Sell |
2,583
-172
| -6% | -$16.7K | 0.02% | 185 |
|
|
2024
Q1 | $259K | Sell |
2,755
-640
| -19% | -$60.3K | 0.02% | 177 |
|
|
2023
Q4 | $317K | Sell |
3,395
-90
| -3% | -$8.39K | 0.02% | 149 |
|
|
2023
Q3 | $285K | Buy |
+3,485
| New | +$285K | 0.02% | 145 |
|