Aptus 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 | $33.1M | Buy |
234,951
+13,987
| +6% | +$1.97M | 0.27% | 67 |
|
|
2025
Q1 | $25.8M | Buy |
220,964
+30,617
| +16% | +$3.57M | 0.27% | 77 |
|
|
2024
Q4 | $23.9M | Buy |
190,347
+40,036
| +27% | +$5.03M | 0.25% | 81 |
|
|
2024
Q3 | $15.7M | Buy |
150,311
+26,371
| +21% | +$2.75M | 0.23% | 103 |
|
|
2024
Q2 | $12M | Buy |
123,940
+29,323
| +31% | +$2.85M | 0.21% | 94 |
|
|
2024
Q1 | $8.91M | Buy |
94,617
+7,526
| +9% | +$709K | 0.17% | 112 |
|
|
2023
Q4 | $8.12M | Sell |
87,091
-665
| -0.8% | -$62K | 0.22% | 96 |
|
|
2023
Q3 | $7.17M | Sell |
87,756
-3,217
| -4% | -$263K | 0.2% | 101 |
|
|
2023
Q2 | $7.77M | Sell |
90,973
-5,838
| -6% | -$499K | 0.19% | 93 |
|
|
2023
Q1 | $8.5M | Buy |
96,811
+30,763
| +47% | +$2.7M | 0.23% | 88 |
|
|
2022
Q4 | $5.62M | Buy |
66,048
+5,296
| +9% | +$450K | 0.17% | 101 |
|
|
2022
Q3 | $4.8M | Buy |
+60,752
| New | +$4.8M | 0.12% | 102 |
|