Arete Wealth 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 | $512K | Sell |
3,633
-8,489
| -70% | -$1.2M | 0.04% | 403 |
|
|
2025
Q1 | $667K | Buy |
12,122
+7,245
| +149% | +$399K | 0.05% | 317 |
|
|
2024
Q4 | $613K | Buy |
4,877
+268
| +6% | +$33.7K | 0.04% | 354 |
|
|
2024
Q3 | $478K | Sell |
4,609
-526
| -10% | -$54.6K | 0.04% | 387 |
|
|
2024
Q2 | $497K | Buy |
+5,135
| New | +$497K | 0.04% | 392 |
|
|
2024
Q1 | – | Sell |
-5,636
| Closed | -$489K | – | 599 |
|
|
2023
Q4 | $489K | Sell |
5,636
-46
| -0.8% | -$3.99K | 0.04% | 405 |
|
|
2023
Q3 | $434K | Buy |
5,682
+868
| +18% | +$66.2K | 0.08% | 263 |
|
|
2023
Q2 | $398K | Sell |
4,814
-613
| -11% | -$50.7K | 0.04% | 416 |
|
|
2023
Q1 | $476K | Sell |
5,427
-327
| -6% | -$28.7K | 0.04% | 357 |
|
|
2022
Q4 | $489M | Sell |
5,754
-36
| -0.6% | -$3.06M | 0.04% | 329 |
|
|
2022
Q3 | $458K | Buy |
5,790
+2,785
| +93% | +$220K | 0.04% | 313 |
|
|
2022
Q2 | $229K | Sell |
3,005
-830
| -22% | -$63.3K | 0.02% | 395 |
|
|
2022
Q1 | $297K | Sell |
3,835
-24
| -0.6% | -$1.86K | 0.02% | 379 |
|
|
2021
Q4 | $341K | Buy |
3,859
+380
| +11% | +$33.6K | 0.03% | 363 |
|
|
2021
Q3 | $296K | Sell |
3,479
-116
| -3% | -$9.87K | 0.03% | 330 |
|
|
2021
Q2 | $267K | Sell |
3,595
-1,091
| -23% | -$81K | 0.04% | 284 |
|
|
2021
Q1 | $325K | Buy |
4,686
+1,145
| +32% | +$79.4K | 0.04% | 305 |
|
|
2020
Q4 | $211K | Buy |
+3,541
| New | +$211K | 0.03% | 372 |
|
|
2018
Q4 | – | Sell |
-6,350
| Closed | -$296K | – | 395 |
|
|
2018
Q3 | $296K | Buy |
+6,350
| New | +$296K | 0.07% | 273 |
|