Annis Gardner Whiting Capital Advisors’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 | $496K | Buy |
3,522
+300
| +9% | +$42.3K | 0.17% | 114 |
|
|
2025
Q1 | $376K | Sell |
3,222
-103
| -3% | -$12K | 0.16% | 126 |
|
|
2024
Q4 | $418K | Buy |
3,325
+201
| +6% | +$25.3K | 0.12% | 146 |
|
|
2024
Q3 | $326K | Sell |
3,124
-35
| -1% | -$3.65K | 0.09% | 173 |
|
|
2024
Q2 | $307K | Buy |
3,159
+337
| +12% | +$32.8K | 0.09% | 180 |
|
|
2024
Q1 | $266K | Buy |
2,822
+14
| +0.5% | +$1.32K | 0.1% | 161 |
|
|
2023
Q4 | $262K | Sell |
2,808
-1
| -0% | -$93 | 0.12% | 131 |
|
|
2023
Q3 | $229K | Buy |
+2,809
| New | +$229K | 0.12% | 128 |
|