Atlas Capital 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 | $264K | Hold |
1,871
| – | – | 0.03% | 356 |
|
|
2025
Q1 | $218K | Hold |
1,871
| – | – | 0.03% | 382 |
|
|
2024
Q4 | $235K | Hold |
1,871
| – | – | 0.03% | 360 |
|
|
2024
Q3 | $195K | Hold |
1,871
| – | – | 0.03% | 371 |
|
|
2024
Q2 | $182K | Sell |
1,871
-45
| -2% | -$4.37K | 0.02% | 399 |
|
|
2024
Q1 | $180K | Buy |
1,916
+100
| +6% | +$9.42K | 0.03% | 384 |
|
|
2023
Q4 | $169K | Sell |
1,816
-600
| -25% | -$56K | 0.02% | 400 |
|
|
2023
Q3 | $197K | Hold |
2,416
| – | – | 0.03% | 356 |
|
|
2023
Q2 | $206K | Buy |
2,416
+600
| +33% | +$51.2K | 0.03% | 358 |
|
|
2023
Q1 | $159K | Hold |
1,816
| – | – | 0.03% | 399 |
|
|
2022
Q4 | $154K | Hold |
1,816
| – | – | 0.03% | 383 |
|
|
2022
Q3 | $143K | Hold |
1,816
| – | – | 0.03% | 392 |
|
|
2022
Q2 | $138K | Sell |
1,816
-465
| -20% | -$35.4K | 0.02% | 413 |
|
|
2022
Q1 | $199K | Sell |
2,281
-400
| -15% | -$35K | 0.03% | 356 |
|
|
2021
Q4 | $263K | Sell |
2,681
-183
| -6% | -$18K | 0.04% | 317 |
|
|
2021
Q3 | $279K | Buy |
2,864
+150
| +6% | +$14.6K | 0.04% | 296 |
|
|
2021
Q2 | $249K | Buy |
2,714
+21
| +0.8% | +$1.93K | 0.04% | 325 |
|
|
2021
Q1 | $209K | Buy |
2,693
+314
| +13% | +$24.4K | 0.04% | 325 |
|
|
2020
Q4 | $163K | Buy |
+2,379
| New | +$163K | 0.03% | 330 |
|
|
2019
Q1 | – | Sell |
-154
| Closed | -$6.11K | – | 581 |
|
|
2018
Q4 | $6.11K | Sell |
154
-14,859
| -99% | -$589K | ﹤0.01% | 533 |
|
|
2018
Q3 | $707K | Sell |
15,013
-6,706
| -31% | -$316K | 0.24% | 117 |
|
|
2018
Q2 | $1.07M | Sell |
21,719
-830
| -4% | -$40.8K | 0.38% | 68 |
|
|
2018
Q1 | $1.22M | Buy |
+22,549
| New | +$1.22M | 0.37% | 77 |
|