Advisory Alpha’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 | $616K | Buy |
4,373
+1,164
| +36% | +$164K | 0.02% | 239 |
|
|
2025
Q1 | $374K | Buy |
3,209
+632
| +25% | +$73.7K | 0.01% | 301 |
|
|
2024
Q4 | $324K | Buy |
2,577
+130
| +5% | +$16.3K | 0.01% | 303 |
|
|
2024
Q3 | $255K | Sell |
2,447
-17
| -0.7% | -$1.77K | 0.01% | 350 |
|
|
2024
Q2 | $239K | Sell |
2,464
-180
| -7% | -$17.5K | 0.01% | 337 |
|
|
2024
Q1 | $249K | Buy |
2,644
+117
| +5% | +$11K | 0.01% | 337 |
|
|
2023
Q4 | $236K | Buy |
+2,527
| New | +$236K | 0.01% | 304 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$12K | – | 437 |
|
|
2020
Q3 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 398 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$9.37K | – | 415 |
|
|
2020
Q1 | $9.37K | Hold |
250
| – | – | ﹤0.01% | 415 |
|
|
2019
Q4 | $13.2K | Buy |
250
+149
| +148% | +$7.86K | ﹤0.01% | 460 |
|
|
2019
Q3 | $4.07K | Buy |
+101
| New | +$4.07K | ﹤0.01% | 568 |
|
|
2019
Q2 | – | Sell |
-19
| Closed | -$883 | – | 447 |
|
|
2019
Q1 | $883 | Buy |
+19
| New | +$883 | ﹤0.01% | 608 |
|