Ashton Thomas Private Wealth’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 | $2.35M | Sell |
16,670
-5,488
| -25% | -$773K | 0.08% | 248 |
|
|
2025
Q1 | $2.59M | Sell |
22,158
-8,711
| -28% | -$1.02M | 0.1% | 227 |
|
|
2024
Q4 | $3.88M | Buy |
30,869
+6,427
| +26% | +$808K | 0.15% | 163 |
|
|
2024
Q3 | $2.55M | Sell |
24,442
-899
| -4% | -$93.7K | 0.13% | 180 |
|
|
2024
Q2 | $2.46M | Sell |
25,341
-987
| -4% | -$95.9K | 0.13% | 168 |
|
|
2024
Q1 | $2.48M | Buy |
26,328
+669
| +3% | +$63K | 0.14% | 178 |
|
|
2023
Q4 | $2.39M | Buy |
25,659
+131
| +0.5% | +$12.2K | 0.15% | 174 |
|
|
2023
Q3 | $2.08M | Buy |
25,528
+2,144
| +9% | +$175K | 0.15% | 175 |
|
|
2023
Q2 | $2M | Buy |
23,384
+2,432
| +12% | +$208K | 0.15% | 165 |
|
|
2023
Q1 | $1.84M | Buy |
20,952
+246
| +1% | +$21.6K | 0.16% | 169 |
|
|
2022
Q4 | $1.76M | Sell |
20,706
-92
| -0.4% | -$7.82K | 0.18% | 160 |
|
|
2022
Q3 | $1.64M | Buy |
20,798
+787
| +4% | +$62.2K | 0.19% | 154 |
|
|
2022
Q2 | $1.52M | Buy |
20,011
+5,581
| +39% | +$424K | 0.16% | 157 |
|
|
2022
Q1 | $1.26M | Buy |
14,430
+2,641
| +22% | +$231K | 0.11% | 217 |
|
|
2021
Q4 | $1.16M | Buy |
11,789
+3,836
| +48% | +$377K | 0.11% | 210 |
|
|
2021
Q3 | $774K | Buy |
7,953
+121
| +2% | +$11.8K | 0.11% | 204 |
|
|
2021
Q2 | $718K | Sell |
7,832
-3,797
| -33% | -$348K | 0.11% | 207 |
|
|
2021
Q1 | $903K | Sell |
11,629
-842
| -7% | -$65.4K | 0.15% | 156 |
|
|
2020
Q4 | $855K | Buy |
12,471
+290
| +2% | +$19.9K | 0.16% | 165 |
|
|
2020
Q3 | $589K | Sell |
12,181
-4,218
| -26% | -$204K | 0.15% | 165 |
|
|
2020
Q2 | $792K | Buy |
+16,399
| New | +$792K | 0.24% | 114 |
|