Altus Wealth Group’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 | $479K | Sell |
3,404
-127
| -4% | -$17.9K | 0.21% | 85 |
|
|
2025
Q1 | $412K | Buy |
3,531
+54
| +2% | +$6.3K | 0.19% | 93 |
|
|
2024
Q4 | $437K | Sell |
3,477
-100
| -3% | -$12.6K | 0.19% | 98 |
|
|
2024
Q3 | $373K | Sell |
3,577
-68
| -2% | -$7.09K | 0.16% | 101 |
|
|
2024
Q2 | $354K | Sell |
3,645
-97
| -3% | -$9.43K | 0.18% | 97 |
|
|
2024
Q1 | $352K | Sell |
3,742
-66
| -2% | -$6.22K | 0.18% | 107 |
|
|
2023
Q4 | $355K | Buy |
3,808
+29
| +0.8% | +$2.7K | 0.2% | 102 |
|
|
2023
Q3 | $309K | Sell |
3,779
-28
| -0.7% | -$2.29K | 0.2% | 102 |
|
|
2023
Q2 | $325K | Sell |
3,807
-95
| -2% | -$8.11K | 0.2% | 108 |
|
|
2023
Q1 | $343K | Buy |
3,902
+5
| +0.1% | +$439 | 0.23% | 99 |
|
|
2022
Q4 | $331K | Sell |
3,897
-21
| -0.5% | -$1.79K | 0.25% | 96 |
|
|
2022
Q3 | $381K | Hold |
3,918
| – | – | 0.38% | 67 |
|
|
2022
Q2 | $381K | Sell |
3,918
-40
| -1% | -$3.89K | 0.38% | 67 |
|
|
2022
Q1 | $346K | Buy |
3,958
+35
| +0.9% | +$3.06K | 0.28% | 75 |
|
|
2021
Q4 | $385K | Buy |
3,923
+5
| +0.1% | +$491 | 0.32% | 71 |
|
|
2021
Q3 | $381K | Buy |
3,918
+18
| +0.5% | +$1.75K | 0.38% | 67 |
|
|
2021
Q2 | $357K | Sell |
3,900
-28
| -0.7% | -$2.56K | 0.35% | 70 |
|
|
2021
Q1 | $325K | Sell |
3,928
-261
| -6% | -$21.6K | 0.32% | 73 |
|
|
2020
Q4 | $287K | Buy |
+4,189
| New | +$287K | 0.27% | 76 |
|