Annapolis Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $46.6K | Hold |
447
| – | – | 0.01% | 162 |
|
|
2024
Q2 | $43.4K | Hold |
447
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $42.1K | Sell |
447
-250
| -36% | -$23.5K | 0.01% | 159 |
|
|
2023
Q4 | $65K | Sell |
697
-2,100
| -75% | -$196K | 0.02% | 178 |
|
|
2023
Q3 | $228K | Hold |
2,797
| – | – | 0.07% | 105 |
|
|
2023
Q2 | $239K | Sell |
2,797
-218
| -7% | -$18.6K | 0.07% | 104 |
|
|
2023
Q1 | $265K | Buy |
3,015
+218
| +8% | +$19.1K | 0.08% | 97 |
|
|
2022
Q4 | $238K | Sell |
2,797
-581
| -17% | -$49.4K | 0.08% | 102 |
|
|
2022
Q3 | $267K | Buy |
3,378
+633
| +23% | +$50K | 0.1% | 96 |
|
|
2022
Q2 | $209K | Hold |
2,745
| – | – | 0.08% | 103 |
|
|
2022
Q1 | $240K | Hold |
2,745
| – | – | 0.08% | 97 |
|
|
2021
Q4 | $269K | Hold |
2,745
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $267K | Hold |
2,745
| – | – | 0.09% | 99 |
|
|
2021
Q2 | $252K | Sell |
2,745
-1,842
| -40% | -$169K | 0.08% | 97 |
|
|
2021
Q1 | $356K | Sell |
4,587
-661
| -13% | -$51.3K | 0.13% | 76 |
|
|
2020
Q4 | $360K | Buy |
+5,248
| New | +$360K | 0.14% | 72 |
|