Aspiriant LLC’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 | $452K | Sell |
3,211
-155
| -5% | -$21.8K | 0.01% | 208 |
|
|
2025
Q1 | $393K | Buy |
3,366
+405
| +14% | +$47.2K | 0.01% | 208 |
|
|
2024
Q4 | $372K | Buy |
2,961
+173
| +6% | +$21.7K | 0.01% | 217 |
|
|
2024
Q3 | $291K | Sell |
2,788
-246
| -8% | -$25.6K | 0.01% | 237 |
|
|
2024
Q2 | $295K | Sell |
3,034
-1,297
| -30% | -$126K | 0.01% | 232 |
|
|
2024
Q1 | $408K | Buy |
4,331
+56
| +1% | +$5.27K | 0.02% | 215 |
|
|
2023
Q4 | $399K | Buy |
4,275
+151
| +4% | +$14.1K | 0.02% | 211 |
|
|
2023
Q3 | $337K | Buy |
4,124
+880
| +27% | +$71.9K | 0.02% | 211 |
|
|
2023
Q2 | $277K | Sell |
3,244
-65
| -2% | -$5.55K | 0.01% | 234 |
|
|
2023
Q1 | $291K | Sell |
3,309
-6
| -0.2% | -$527 | 0.02% | 222 |
|
|
2022
Q4 | $282K | Buy |
3,315
+369
| +13% | +$31.4K | 0.01% | 221 |
|
|
2022
Q3 | $232K | Buy |
2,946
+184
| +7% | +$14.5K | 0.01% | 237 |
|
|
2022
Q2 | $209K | Sell |
2,762
-99
| -3% | -$7.49K | 0.01% | 263 |
|
|
2022
Q1 | $250K | Buy |
+2,861
| New | +$250K | 0.01% | 242 |
|
|
2019
Q1 | – | Sell |
-6,486
| Closed | -$257K | – | 238 |
|
|
2018
Q4 | $257K | Buy |
6,486
+264
| +4% | +$10.5K | 0.02% | 198 |
|
|
2018
Q3 | $290K | Sell |
6,222
-475
| -7% | -$22.1K | 0.02% | 197 |
|
|
2018
Q2 | $317K | Sell |
6,697
-521
| -7% | -$24.7K | 0.03% | 197 |
|
|
2018
Q1 | $389K | Buy |
+7,218
| New | +$389K | 0.03% | 165 |
|
|
2014
Q2 | – | Sell |
-8,100
| Closed | -$252K | – | 82 |
|
|
2014
Q1 | $252K | Sell |
8,100
-3,826
| -32% | -$119K | 0.04% | 75 |
|
|
2013
Q4 | $374K | Buy |
+11,926
| New | +$374K | 0.06% | 61 |
|