Argent 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 | $367K | Buy |
2,604
+29
| +1% | +$4.09K | 0.11% | 123 |
|
|
2025
Q1 | $300K | Buy |
2,575
+365
| +17% | +$42.6K | 0.1% | 129 |
|
|
2024
Q4 | $278K | Sell |
2,210
-130
| -6% | -$16.3K | 0.1% | 118 |
|
|
2024
Q3 | $244K | Hold |
2,340
| – | – | 0.09% | 126 |
|
|
2024
Q2 | $227K | Hold |
2,340
| – | – | 0.09% | 126 |
|
|
2024
Q1 | $220K | Sell |
2,340
-340
| -13% | -$32K | 0.09% | 126 |
|
|
2023
Q4 | $250K | Hold |
2,680
| – | – | 0.11% | 120 |
|
|
2023
Q3 | $219K | Hold |
2,680
| – | – | 0.1% | 120 |
|
|
2023
Q2 | $229K | Hold |
2,680
| – | – | 0.11% | 120 |
|
|
2023
Q1 | $235K | Hold |
2,680
| – | – | 0.11% | 116 |
|
|
2022
Q4 | $228K | Hold |
2,680
| – | – | 0.12% | 121 |
|
|
2022
Q3 | $212K | Hold |
2,680
| – | – | 0.12% | 121 |
|
|
2022
Q2 | $204K | Hold |
2,680
| – | – | 0.11% | 122 |
|
|
2022
Q1 | $234K | Buy |
2,680
+105
| +4% | +$9.17K | 0.13% | 127 |
|
|
2021
Q4 | $253K | Hold |
2,575
| – | – | 0.14% | 119 |
|
|
2021
Q3 | $251K | Sell |
2,575
-140
| -5% | -$13.6K | 0.14% | 115 |
|
|
2021
Q2 | $249K | Sell |
2,715
-135
| -5% | -$12.4K | 0.15% | 120 |
|
|
2021
Q1 | $221K | Sell |
2,850
-340
| -11% | -$26.4K | 0.14% | 125 |
|
|
2020
Q4 | $219K | Buy |
+3,190
| New | +$219K | 0.13% | 141 |
|
|
2020
Q1 | – | Sell |
-2,321
| Closed | -$122K | – | 358 |
|
|
2019
Q4 | $122K | Buy |
+2,321
| New | +$122K | 0.09% | 141 |
|