Advisornet Financial’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 | $735K | Sell |
5,221
-119
| -2% | -$16.8K | 0.05% | 293 |
|
|
2025
Q1 | $623K | Buy |
5,340
+564
| +12% | +$65.8K | 0.05% | 307 |
|
|
2024
Q4 | $600K | Buy |
4,776
+875
| +22% | +$110K | 0.05% | 276 |
|
|
2024
Q3 | $407K | Buy |
3,901
+31
| +0.8% | +$3.23K | 0.03% | 362 |
|
|
2024
Q2 | $376K | Buy |
3,870
+75
| +2% | +$7.29K | 0.03% | 361 |
|
|
2024
Q1 | $357K | Sell |
3,795
-177
| -4% | -$16.7K | 0.03% | 358 |
|
|
2023
Q4 | $370K | Buy |
3,972
+405
| +11% | +$37.8K | 0.03% | 370 |
|
|
2023
Q3 | $291K | Sell |
3,567
-1,141
| -24% | -$93.2K | 0.03% | 386 |
|
|
2023
Q2 | $402K | Sell |
4,708
-4,918
| -51% | -$420K | 0.03% | 342 |
|
|
2023
Q1 | $845K | Buy |
9,626
+40
| +0.4% | +$3.51K | 0.08% | 231 |
|
|
2022
Q4 | $815K | Sell |
9,586
-9,420
| -50% | -$801K | 0.08% | 230 |
|
|
2022
Q3 | $1.5M | Sell |
19,006
-4,495
| -19% | -$355K | 0.15% | 161 |
|
|
2022
Q2 | $1.79M | Buy |
23,501
+10,271
| +78% | +$781K | 0.18% | 141 |
|
|
2022
Q1 | $1.16M | Sell |
13,230
-569
| -4% | -$49.7K | 0.07% | 225 |
|
|
2021
Q4 | $1.36M | Sell |
13,799
-9,276
| -40% | -$911K | 0.08% | 210 |
|
|
2021
Q3 | $2.25M | Buy |
23,075
+8,593
| +59% | +$836K | 0.16% | 133 |
|
|
2021
Q2 | $1.33M | Buy |
14,482
+9,897
| +216% | +$908K | 0.09% | 208 |
|
|
2021
Q1 | $356K | Hold |
4,585
| – | – | 0.03% | 425 |
|
|
2020
Q4 | $314K | Hold |
4,585
| – | – | 0.03% | 417 |
|
|
2020
Q3 | $222K | Buy |
4,585
+114
| +3% | +$5.52K | 0.02% | 473 |
|
|
2020
Q2 | $216K | Sell |
4,471
-1,415
| -24% | -$68.4K | 0.02% | 478 |
|
|
2020
Q1 | $200K | Sell |
5,886
-1,120
| -16% | -$38.1K | 0.02% | 470 |
|
|
2019
Q4 | $358K | Sell |
7,006
-211
| -3% | -$10.8K | 0.03% | 390 |
|
|
2019
Q3 | $308K | Buy |
7,217
+1,165
| +19% | +$49.7K | 0.03% | 416 |
|
|
2019
Q2 | $265K | Buy |
6,052
+1,218
| +25% | +$53.3K | 0.03% | 403 |
|
|
2019
Q1 | $204K | Sell |
4,834
-4,691
| -49% | -$198K | 0.02% | 425 |
|
|
2018
Q4 | $378K | Buy |
9,525
+7,102
| +293% | +$282K | 0.05% | 287 |
|
|
2018
Q3 | $113K | Sell |
2,423
-873
| -26% | -$40.7K | 0.01% | 530 |
|
|
2018
Q2 | $156K | Buy |
3,296
+182
| +6% | +$8.61K | 0.02% | 440 |
|
|
2018
Q1 | $168K | Buy |
3,114
+1,700
| +120% | +$91.7K | 0.02% | 420 |
|
|
2017
Q4 | $74K | Buy |
+1,414
| New | +$74K | 0.01% | 553 |
|