Atlas Private Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.05M | Buy |
21,824
+1,913
| +10% | +$180K | 0.86% | 37 |
|
|
2023
Q4 | $1.86M | Buy |
19,911
+756
| +4% | +$70.5K | 0.87% | 39 |
|
|
2023
Q3 | $1.56M | Buy |
19,155
+1,093
| +6% | +$89.3K | 0.84% | 40 |
|
|
2023
Q2 | $1.54M | Buy |
18,062
+2,937
| +19% | +$251K | 0.81% | 44 |
|
|
2023
Q1 | $1.33M | Buy |
15,125
+523
| +4% | +$45.9K | 0.8% | 41 |
|
|
2022
Q4 | $1.24M | Buy |
14,602
+1,427
| +11% | +$121K | 0.57% | 39 |
|
|
2022
Q3 | $1.04M | Buy |
13,175
+536
| +4% | +$42.4K | 0.75% | 42 |
|
|
2022
Q2 | $961K | Sell |
12,639
-1,308
| -9% | -$99.5K | 0.66% | 50 |
|
|
2022
Q1 | $1.22M | Buy |
13,947
+180
| +1% | +$15.7K | 0.71% | 46 |
|
|
2021
Q4 | $1.35M | Sell |
13,767
-539
| -4% | -$52.9K | 0.75% | 40 |
|
|
2021
Q3 | $1.39M | Buy |
14,306
+339
| +2% | +$33K | 0.85% | 39 |
|
|
2021
Q2 | $1.28M | Buy |
13,967
+919
| +7% | +$84.3K | 0.79% | 41 |
|
|
2021
Q1 | $1.01M | Sell |
13,048
-63
| -0.5% | -$4.89K | 0.65% | 45 |
|
|
2020
Q4 | $898K | Sell |
13,111
-147
| -1% | -$10.1K | 0.64% | 48 |
|
|
2020
Q3 | $641K | Buy |
13,258
+1,953
| +17% | +$94.4K | 0.5% | 55 |
|
|
2020
Q2 | $546K | Buy |
11,305
+3
| +0% | +$145 | 0.44% | 67 |
|
|
2020
Q1 | $384K | Buy |
11,302
+568
| +5% | +$19.3K | 0.35% | 77 |
|
|
2019
Q4 | $549K | Buy |
+10,734
| New | +$549K | 0.42% | 70 |
|