Ameritas Advisory Services’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 | $494K | Buy |
3,509
+396
| +13% | +$55.8K | 0.03% | 513 |
|
|
2025
Q1 | $375K | Buy |
3,113
+160
| +5% | +$19.3K | 0.02% | 636 |
|
|
2024
Q4 | $371K | Buy |
+2,953
| New | +$371K | 0.01% | 666 |
|
|
2024
Q3 | – | Sell |
-2,799
| Closed | -$272K | – | 907 |
|
|
2024
Q2 | $272K | Buy |
2,799
+26
| +0.9% | +$2.53K | 0.01% | 755 |
|
|
2024
Q1 | $259K | Sell |
2,773
-262
| -9% | -$24.5K | 0.01% | 744 |
|
|
2023
Q4 | $275K | Buy |
+3,035
| New | +$275K | 0.02% | 571 |
|
|
2023
Q2 | – | Sell |
-4,733
| Closed | -$421K | – | 1792 |
|
|
2023
Q1 | $421K | Sell |
4,733
-568
| -11% | -$50.6K | 0.02% | 535 |
|
|
2022
Q4 | $451K | Buy |
5,301
+96
| +2% | +$8.16K | 0.02% | 570 |
|
|
2022
Q3 | $411K | Sell |
5,205
-65
| -1% | -$5.13K | 0.02% | 483 |
|
|
2022
Q2 | $401K | Buy |
5,270
+635
| +14% | +$48.3K | 0.02% | 520 |
|
|
2022
Q1 | $405K | Buy |
4,635
+909
| +24% | +$79.4K | 0.01% | 563 |
|
|
2021
Q4 | $366K | Buy |
+3,726
| New | +$366K | 0.01% | 591 |
|