Arkadios 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 | $2.9M | Buy |
20,593
+11,026
| +115% | +$1.55M | 0.09% | 253 |
|
|
2025
Q1 | $1.12M | Buy |
9,567
+3,134
| +49% | +$366K | 0.04% | 425 |
|
|
2024
Q4 | $809K | Sell |
6,433
-608
| -9% | -$76.4K | 0.04% | 387 |
|
|
2024
Q3 | $734K | Sell |
7,041
-116
| -2% | -$12.1K | 0.04% | 409 |
|
|
2024
Q2 | $696K | Buy |
7,157
+2,245
| +46% | +$218K | 0.05% | 371 |
|
|
2024
Q1 | $462K | Sell |
4,912
-337
| -6% | -$31.7K | 0.04% | 394 |
|
|
2023
Q4 | $489K | Sell |
5,249
-327
| -6% | -$30.5K | 0.04% | 370 |
|
|
2023
Q3 | $455K | Buy |
5,576
+2,152
| +63% | +$176K | 0.04% | 362 |
|
|
2023
Q2 | $292K | Buy |
3,424
+69
| +2% | +$5.89K | 0.03% | 453 |
|
|
2023
Q1 | $295K | Buy |
3,355
+557
| +20% | +$48.9K | 0.04% | 440 |
|
|
2022
Q4 | $238K | Buy |
+2,798
| New | +$238K | 0.03% | 466 |
|
|
2021
Q4 | – | Sell |
-1,173
| Closed | -$114K | – | 1307 |
|
|
2021
Q3 | $114K | Sell |
1,173
-212
| -15% | -$20.6K | 0.02% | 653 |
|
|
2021
Q2 | $127K | Buy |
1,385
+60
| +5% | +$5.5K | 0.02% | 659 |
|
|
2021
Q1 | $102K | Buy |
1,325
+783
| +144% | +$60.3K | 0.02% | 533 |
|
|
2020
Q4 | $37K | Sell |
542
-271
| -33% | -$18.5K | 0.01% | 617 |
|
|
2020
Q3 | $42.2K | Sell |
813
-401
| -33% | -$20.8K | 0.02% | 445 |
|
|
2020
Q2 | $61.3K | Sell |
1,214
-110
| -8% | -$5.56K | 0.03% | 339 |
|
|
2020
Q1 | $45K | Sell |
1,324
-100
| -7% | -$3.4K | 0.03% | 357 |
|
|
2019
Q4 | $79.6K | Buy |
+1,424
| New | +$79.6K | 0.05% | 261 |
|