Atria Investments’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 | $12.1M | Sell |
85,837
-16,908
| -16% | -$2.38M | 0.14% | 150 |
|
|
2025
Q1 | $12M | Sell |
102,745
-2,550
| -2% | -$298K | 0.15% | 151 |
|
|
2024
Q4 | $13.2M | Sell |
105,295
-568
| -0.5% | -$71.4K | 0.16% | 137 |
|
|
2024
Q3 | $11M | Buy |
105,863
+9,917
| +10% | +$1.03M | 0.14% | 165 |
|
|
2024
Q2 | $9.32M | Buy |
95,946
+7,054
| +8% | +$686K | 0.12% | 184 |
|
|
2024
Q1 | $8.37M | Buy |
88,892
+2,944
| +3% | +$277K | 0.12% | 204 |
|
|
2023
Q4 | $8.01M | Buy |
85,948
+5,313
| +7% | +$495K | 0.12% | 200 |
|
|
2023
Q3 | $6.59M | Buy |
80,635
+5,580
| +7% | +$456K | 0.12% | 215 |
|
|
2023
Q2 | $6.41M | Sell |
75,055
-1,400
| -2% | -$120K | 0.12% | 206 |
|
|
2023
Q1 | $6.71M | Buy |
76,455
+24,105
| +46% | +$2.12M | 0.13% | 197 |
|
|
2022
Q4 | $4.45M | Sell |
52,350
-2,271
| -4% | -$193K | 0.09% | 276 |
|
|
2022
Q3 | $4.32M | Sell |
54,621
-8,360
| -13% | -$661K | 0.1% | 263 |
|
|
2022
Q2 | $4.79M | Sell |
62,981
-12,811
| -17% | -$974K | 0.1% | 238 |
|
|
2022
Q1 | $6.62M | Buy |
75,792
+4,746
| +7% | +$415K | 0.12% | 207 |
|
|
2021
Q4 | $6.97M | Buy |
71,046
+19,066
| +37% | +$1.87M | 0.12% | 198 |
|
|
2021
Q3 | $5.06M | Sell |
51,980
-3,468
| -6% | -$337K | 0.09% | 245 |
|
|
2021
Q2 | $5.08M | Buy |
55,448
+9,715
| +21% | +$891K | 0.1% | 234 |
|
|
2021
Q1 | $3.55M | Buy |
45,733
+3,296
| +8% | +$256K | 0.08% | 293 |
|
|
2020
Q4 | $2.91M | Buy |
42,437
+6,283
| +17% | +$431K | 0.07% | 307 |
|
|
2020
Q3 | $1.75M | Buy |
36,154
+532
| +1% | +$25.7K | 0.05% | 376 |
|
|
2020
Q2 | $1.72M | Buy |
+35,622
| New | +$1.72M | 0.06% | 353 |
|
|
2020
Q1 | – | Sell |
-29,869
| Closed | -$1.53M | – | 952 |
|
|
2019
Q4 | $1.53M | Buy |
29,869
+9,480
| +46% | +$485K | 0.04% | 394 |
|
|
2019
Q3 | $870K | Buy |
20,389
+377
| +2% | +$16.1K | 0.03% | 457 |
|
|
2019
Q2 | $789K | Sell |
20,012
-1,755
| -8% | -$69.2K | 0.03% | 468 |
|
|
2019
Q1 | $919K | Sell |
21,767
-18,613
| -46% | -$786K | 0.04% | 381 |
|
|
2018
Q4 | $1.6M | Buy |
40,380
+10,763
| +36% | +$427K | 0.07% | 211 |
|
|
2018
Q3 | $1.38M | Buy |
29,617
+3,624
| +14% | +$169K | 0.05% | 310 |
|
|
2018
Q2 | $1.23M | Buy |
25,993
+3,837
| +17% | +$182K | 0.05% | 335 |
|
|
2018
Q1 | $1.2M | Sell |
22,156
-854
| -4% | -$46.1K | 0.06% | 314 |
|
|
2017
Q4 | $1.21M | Buy |
23,010
+4,547
| +25% | +$239K | 0.06% | 294 |
|
|
2017
Q3 | $889K | Buy |
18,463
+7,490
| +68% | +$361K | 0.05% | 336 |
|
|
2017
Q2 | $489K | Buy |
10,973
+309
| +3% | +$13.8K | 0.03% | 433 |
|
|
2017
Q1 | $457K | Buy |
10,664
+1,476
| +16% | +$63.3K | 0.03% | 414 |
|
|
2016
Q4 | $388K | Buy |
9,188
+171
| +2% | +$7.22K | 0.03% | 397 |
|
|
2016
Q3 | $289K | Buy |
+9,017
| New | +$289K | 0.03% | 407 |
|
|
2015
Q3 | – | Sell |
-6,581
| Closed | -$255K | – | 394 |
|
|
2015
Q2 | $255K | Sell |
6,581
-101
| -2% | -$3.91K | 0.03% | 336 |
|
|
2015
Q1 | $238K | Sell |
6,682
-618
| -8% | -$22K | 0.03% | 362 |
|
|
2014
Q4 | $283K | Sell |
7,300
-215
| -3% | -$8.34K | 0.03% | 341 |
|
|
2014
Q3 | $260K | Buy |
+7,515
| New | +$260K | 0.03% | 397 |
|