AE Wealth Management’s Morgan Stanley MS Stock Holding History

AE Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Buy	18,560 +4,624	+33%	+$651K	0.02%	477
2025 Q1	$1.63M	Buy	13,936 +26	+0.2%	+$3.03K	0.01%	581
2024 Q4	$1.75M	Buy	13,910 +334	+2%	+$42K	0.01%	568
2024 Q3	$1.42M	Buy	13,576 +2,334	+21%	+$243K	0.01%	629
2024 Q2	$1.09M	Buy	11,242 +3,484	+45%	+$339K	0.01%	681
2024 Q1	$730K	Sell	7,758 -75,417	-91%	-$7.1M	0.01%	727
2023 Q4	$7.3M	Buy	83,175 +2,773	+3%	+$243K	0.04%	483
2023 Q3	$6.57M	Sell	80,402 -14,642	-15%	-$1.2M	0.04%	470
2023 Q2	$8.12M	Buy	95,044 +13,977	+17%	+$1.19M	0.05%	419
2023 Q1	$7.12M	Sell	81,067 -1,572	-2%	-$138K	0.05%	427
2022 Q4	$7.03M	Buy	82,639 +13,701	+20%	+$1.16M	0.05%	397
2022 Q3	$5.45M	Buy	68,938 +7,683	+13%	+$607K	0.04%	414
2022 Q2	$4.66M	Buy	61,255 +9,097	+17%	+$692K	0.04%	420
2022 Q1	$4.56M	Buy	52,158 +24,540	+89%	+$2.14M	0.03%	460
2021 Q4	$2.71M	Buy	27,618 +3,459	+14%	+$340K	0.02%	601
2021 Q3	$2.35M	Buy	24,159 +60	+0.2%	+$5.84K	0.02%	592
2021 Q2	$2.21M	Buy	24,099 +1,189	+5%	+$109K	0.02%	611
2021 Q1	$1.78M	Sell	22,910 -2,419	-10%	-$188K	0.02%	600
2020 Q4	$1.74M	Sell	25,329 -6,480	-20%	-$444K	0.02%	542
2020 Q3	$1.54M	Sell	31,809 -3,693	-10%	-$179K	0.02%	507
2020 Q2	$1.72M	Sell	35,502 -11,959	-25%	-$578K	0.03%	451
2020 Q1	$1.61M	Buy	47,461 +21,189	+81%	+$721K	0.04%	354
2019 Q4	$1.34M	Buy	26,272 +9,856	+60%	+$504K	0.03%	460
2019 Q3	$700K	Sell	16,416 -202	-1%	-$8.61K	0.02%	530
2019 Q2	$728K	Buy	16,618 +7,488	+82%	+$328K	0.02%	486
2019 Q1	$385K	Buy	9,130 +2,093	+30%	+$88.3K	0.03%	403
2018 Q4	$279K	Sell	7,037 -3,668	-34%	-$145K	0.05%	363
2018 Q3	$499K	Buy	10,705 +5,375	+101%	+$251K	0.03%	322
2018 Q2	$253K	Buy	5,330 +857	+19%	+$40.7K	0.02%	370
2018 Q1	$241K	Buy	4,473 +263	+6%	+$14.2K	0.02%	367
2017 Q4	$221K	Buy	+4,210	New	+$221K	0.02%	378