Altium Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.27M | Buy |
16,640
+1,289
| +8% | +$98.1K | 0.09% | 136 |
|
|
2022
Q1 | $1.34M | Sell |
15,351
-254
| -2% | -$22.2K | 0.09% | 129 |
|
|
2021
Q4 | $1.53M | Buy |
15,605
+2,205
| +16% | +$216K | 0.1% | 108 |
|
|
2021
Q3 | $1.3M | Buy |
13,400
+1,695
| +14% | +$165K | 0.09% | 105 |
|
|
2021
Q2 | $1.07M | Buy |
11,705
+905
| +8% | +$83K | 0.08% | 120 |
|
|
2021
Q1 | $839K | Buy |
10,800
+477
| +5% | +$37.1K | 0.07% | 133 |
|
|
2020
Q4 | $707K | Buy |
10,323
+786
| +8% | +$53.8K | 0.06% | 134 |
|
|
2020
Q3 | $461K | Buy |
9,537
+726
| +8% | +$35.1K | 0.05% | 186 |
|
|
2020
Q2 | $426K | Sell |
8,811
-579
| -6% | -$28K | 0.05% | 208 |
|
|
2020
Q1 | $319K | Buy |
9,390
+2,391
| +34% | +$81.2K | 0.04% | 200 |
|
|
2019
Q4 | $358K | Sell |
6,999
-1,565
| -18% | -$80.1K | 0.04% | 201 |
|
|
2019
Q3 | $365K | Buy |
8,564
+93
| +1% | +$3.96K | 0.05% | 192 |
|
|
2019
Q2 | $371K | Sell |
8,471
-1,018
| -11% | -$44.6K | 0.05% | 193 |
|
|
2019
Q1 | $400K | Buy |
9,489
+760
| +9% | +$32K | 0.06% | 184 |
|
|
2018
Q4 | $346K | Sell |
8,729
-443
| -5% | -$17.6K | 0.07% | 185 |
|
|
2018
Q3 | $427K | Sell |
9,172
-468
| -5% | -$21.8K | 0.08% | 173 |
|
|
2018
Q2 | $457K | Buy |
9,640
+2,206
| +30% | +$105K | 0.12% | 126 |
|
|
2018
Q1 | $401K | Buy |
7,434
+801
| +12% | +$43.2K | 0.16% | 101 |
|
|
2017
Q4 | $348K | Buy |
+6,633
| New | +$348K | 0.16% | 106 |
|