Arax Advisory Partners’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 | $4.67M | Buy |
31,838
+2,375
| +8% | +$348K | 0.21% | 85 |
|
|
2025
Q1 | $3.44M | Buy |
29,463
+27,895
| +1,779% | +$3.25M | 0.22% | 79 |
|
|
2024
Q4 | $197K | Buy |
1,568
+529
| +51% | +$66.5K | 0.01% | 488 |
|
|
2024
Q3 | $108K | Buy |
1,039
+171
| +20% | +$17.8K | 0.01% | 477 |
|
|
2024
Q2 | $84.3K | Buy |
868
+277
| +47% | +$26.9K | 0.01% | 504 |
|
|
2024
Q1 | $55.7K | Sell |
591
-2
| -0.3% | -$188 | 0.01% | 476 |
|
|
2023
Q4 | $55.2K | Sell |
593
-26
| -4% | -$2.42K | 0.01% | 463 |
|
|
2023
Q3 | $50.6K | Buy |
619
+14
| +2% | +$1.14K | 0.01% | 464 |
|
|
2023
Q2 | $51.7K | Buy |
605
+54
| +10% | +$4.61K | 0.01% | 460 |
|
|
2023
Q1 | $48.3K | Buy |
551
+4
| +0.7% | +$351 | 0.01% | 468 |
|
|
2022
Q4 | $46.5K | Sell |
547
-41
| -7% | -$3.49K | 0.01% | 457 |
|
|
2022
Q3 | $46K | Sell |
588
-15
| -2% | -$1.17K | 0.01% | 443 |
|
|
2022
Q2 | $46K | Sell |
603
-18
| -3% | -$1.37K | 0.01% | 433 |
|
|
2022
Q1 | $54K | Buy |
621
+97
| +19% | +$8.44K | 0.01% | 442 |
|
|
2021
Q4 | $51K | Buy |
524
+51
| +11% | +$4.96K | 0.01% | 454 |
|
|
2021
Q3 | $46K | Buy |
473
+246
| +108% | +$23.9K | 0.01% | 461 |
|
|
2021
Q2 | $21K | Buy |
+227
| New | +$21K | ﹤0.01% | 578 |
|
|
2020
Q4 | $13K | Buy |
194
+44
| +29% | +$2.95K | ﹤0.01% | 542 |
|
|
2020
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 574 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 576 |
|
|
2019
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 485 |
|
|
2019
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 502 |
|
|
2019
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 492 |
|
|
2018
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 475 |
|
|
2018
Q3 | $7K | Sell |
150
-360
| -71% | -$16.8K | ﹤0.01% | 499 |
|
|
2018
Q2 | $24K | Buy |
510
+12
| +2% | +$565 | 0.01% | 282 |
|
|
2018
Q1 | $26K | Sell |
498
-54
| -10% | -$2.82K | 0.01% | 262 |
|
|
2017
Q4 | $28K | Buy |
552
+160
| +41% | +$8.12K | 0.01% | 255 |
|
|
2017
Q3 | $18K | Sell |
392
-511
| -57% | -$23.5K | 0.01% | 283 |
|
|
2017
Q2 | $40K | Buy |
903
+146
| +19% | +$6.47K | 0.02% | 246 |
|
|
2017
Q1 | $32K | Buy |
757
+179
| +31% | +$7.57K | 0.02% | 241 |
|
|
2016
Q4 | $24K | Buy |
+578
| New | +$24K | 0.01% | 250 |
|