Aprio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
3,996
+253
| +7% | +$35.6K | 0.06% | 171 |
|
|
2025
Q1 | $437K | Sell |
3,743
-250
| -6% | -$29.2K | 0.05% | 195 |
|
|
2024
Q4 | $502K | Buy |
3,993
+492
| +14% | +$61.8K | 0.07% | 135 |
|
|
2024
Q3 | $365K | Sell |
3,501
-94
| -3% | -$9.8K | 0.06% | 165 |
|
|
2024
Q2 | $349K | Buy |
3,595
+59
| +2% | +$5.73K | 0.06% | 145 |
|
|
2024
Q1 | $333K | Buy |
3,536
+446
| +14% | +$42K | 0.07% | 136 |
|
|
2023
Q4 | $288K | Sell |
3,090
-131
| -4% | -$12.2K | 0.06% | 138 |
|
|
2023
Q3 | $263K | Buy |
3,221
+4
| +0.1% | +$327 | 0.07% | 125 |
|
|
2023
Q2 | $275K | Sell |
3,217
-223
| -6% | -$19K | 0.08% | 114 |
|
|
2023
Q1 | $302K | Buy |
3,440
+415
| +14% | +$36.4K | 0.09% | 98 |
|
|
2022
Q4 | $257K | Buy |
3,025
+425
| +16% | +$36.1K | 0.09% | 98 |
|
|
2022
Q3 | $205K | Sell |
2,600
-490
| -16% | -$38.6K | 0.08% | 102 |
|
|
2022
Q2 | $235K | Buy |
+3,090
| New | +$235K | 0.09% | 91 |
|
|
2022
Q1 | – | Sell |
-2,052
| Closed | -$201K | – | 91 |
|
|
2021
Q4 | $201K | Buy |
+2,052
| New | +$201K | 0.08% | 74 |
|