Advisory Services Network’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 | $4.3M | Sell |
30,170
-24
| -0.1% | -$3.42K | 0.07% | 312 |
|
|
2025
Q1 | $3.52M | Sell |
30,194
-626
| -2% | -$73K | 0.07% | 327 |
|
|
2024
Q4 | $3.87M | Buy |
30,820
+124
| +0.4% | +$15.6K | 0.07% | 307 |
|
|
2024
Q3 | $2.98M | Hold |
30,696
| – | – | 0.06% | 341 |
|
|
2024
Q2 | $2.98M | Sell |
30,696
-416
| -1% | -$40.4K | 0.06% | 341 |
|
|
2024
Q1 | $2.93M | Sell |
31,112
-463
| -1% | -$43.6K | 0.07% | 350 |
|
|
2023
Q4 | $2.94M | Buy |
31,575
+289
| +0.9% | +$27K | 0.07% | 309 |
|
|
2023
Q3 | $2.56M | Buy |
31,286
+2,638
| +9% | +$215K | 0.07% | 335 |
|
|
2023
Q2 | $2.45M | Buy |
28,648
+3,295
| +13% | +$281K | 0.07% | 347 |
|
|
2023
Q1 | $2.23M | Buy |
25,353
+853
| +3% | +$74.9K | 0.06% | 368 |
|
|
2022
Q4 | $2.08M | Buy |
24,500
+681
| +3% | +$57.9K | 0.06% | 360 |
|
|
2022
Q3 | $1.88M | Buy |
23,819
+266
| +1% | +$21K | 0.07% | 358 |
|
|
2022
Q2 | $1.79M | Sell |
23,553
-1,521
| -6% | -$116K | 0.06% | 384 |
|
|
2022
Q1 | $2.19M | Buy |
25,074
+437
| +2% | +$38.2K | 0.06% | 377 |
|
|
2021
Q4 | $2.42M | Buy |
24,637
+1,715
| +7% | +$168K | 0.07% | 342 |
|
|
2021
Q3 | $2.23M | Buy |
22,922
+3,291
| +17% | +$320K | 0.07% | 354 |
|
|
2021
Q2 | $1.8M | Buy |
19,631
+2,722
| +16% | +$250K | 0.06% | 421 |
|
|
2021
Q1 | $1.31M | Buy |
16,909
+838
| +5% | +$65.1K | 0.05% | 465 |
|
|
2020
Q4 | $1.1M | Sell |
16,071
-614
| -4% | -$42.1K | 0.04% | 466 |
|
|
2020
Q3 | $806K | Buy |
16,685
+10,264
| +160% | +$496K | 0.04% | 469 |
|
|
2020
Q2 | $309K | Sell |
6,421
-442
| -6% | -$21.3K | 0.02% | 786 |
|
|
2020
Q1 | $234K | Buy |
6,863
+1,185
| +21% | +$40.4K | 0.02% | 760 |
|
|
2019
Q4 | $291K | Sell |
5,678
-895
| -14% | -$45.9K | 0.02% | 791 |
|
|
2019
Q3 | $288K | Hold |
6,573
| – | – | 0.02% | 714 |
|
|
2019
Q2 | $288K | Buy |
6,573
+1,053
| +19% | +$46.1K | 0.02% | 712 |
|
|
2019
Q1 | $233K | Buy |
5,520
+60
| +1% | +$2.53K | 0.02% | 744 |
|
|
2018
Q4 | $216K | Buy |
5,460
+3,464
| +174% | +$137K | 0.02% | 686 |
|
|
2018
Q3 | $93K | Sell |
1,996
-121
| -6% | -$5.64K | 0.01% | 994 |
|
|
2018
Q2 | $108K | Sell |
2,117
-262
| -11% | -$13.4K | 0.01% | 917 |
|
|
2018
Q1 | $128K | Buy |
2,379
+143
| +6% | +$7.69K | 0.01% | 936 |
|
|
2017
Q4 | $117K | Sell |
2,236
-662
| -23% | -$34.6K | 0.01% | 939 |
|
|
2017
Q3 | $140K | Sell |
2,898
-125
| -4% | -$6.04K | 0.02% | 758 |
|
|
2017
Q2 | $135K | Sell |
3,023
-7,219
| -70% | -$322K | 0.02% | 745 |
|
|
2017
Q1 | $439K | Buy |
+10,242
| New | +$439K | 0.06% | 384 |
|
|
2016
Q3 | $64K | Sell |
1,981
-795
| -29% | -$25.7K | 0.01% | 802 |
|
|
2016
Q2 | $72K | Buy |
2,776
+1,647
| +146% | +$42.7K | 0.02% | 686 |
|
|
2016
Q1 | $28K | Sell |
1,129
-12
| -1% | -$298 | 0.01% | 834 |
|
|
2015
Q4 | $36K | Buy |
1,141
+70
| +7% | +$2.21K | 0.01% | 664 |
|
|
2015
Q3 | $34K | Buy |
1,071
+2
| +0.2% | +$63 | 0.01% | 620 |
|
|
2015
Q2 | $42K | Sell |
1,069
-297
| -22% | -$11.7K | 0.01% | 555 |
|
|
2015
Q1 | $49K | Buy |
+1,366
| New | +$49K | 0.01% | 499 |
|