Advisor Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.53M | Buy |
88,643
+15,137
| +21% | +$774K | 0.03% | 449 |
|
|
2019
Q3 | $3.14M | Buy |
73,506
+119
| +0.2% | +$5.08K | 0.02% | 589 |
|
|
2019
Q2 | $3.22M | Sell |
73,387
-230
| -0.3% | -$10.1K | 0.02% | 566 |
|
|
2019
Q1 | $3.11M | Sell |
73,617
-31,014
| -30% | -$1.31M | 0.03% | 528 |
|
|
2018
Q4 | $4.15M | Sell |
104,631
-15,426
| -13% | -$612K | 0.04% | 364 |
|
|
2018
Q3 | $5.59M | Buy |
120,057
+41,032
| +52% | +$1.91M | 0.06% | 288 |
|
|
2018
Q2 | $3.75M | Buy |
79,025
+279
| +0.4% | +$13.2K | 0.05% | 323 |
|
|
2018
Q1 | $4.25M | Sell |
78,746
-8,666
| -10% | -$468K | 0.06% | 295 |
|
|
2017
Q4 | $4.59M | Buy |
87,412
+7,170
| +9% | +$376K | 0.06% | 283 |
|
|
2017
Q3 | $3.87M | Sell |
80,242
-1,077
| -1% | -$51.9K | 0.06% | 291 |
|
|
2017
Q2 | $3.62M | Buy |
81,319
+6,663
| +9% | +$297K | 0.06% | 300 |
|
|
2017
Q1 | $3.2M | Buy |
74,656
+15,432
| +26% | +$661K | 0.06% | 311 |
|
|
2016
Q4 | $2.5M | Buy |
59,224
+7,412
| +14% | +$313K | 0.06% | 360 |
|
|
2016
Q3 | $1.66M | Buy |
51,812
+15,036
| +41% | +$482K | 0.04% | 464 |
|
|
2016
Q2 | $952K | Buy |
+36,776
| New | +$952K | 0.03% | 637 |
|