Atria Wealth Solutions’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 | $2.39M | Sell |
16,958
-25,695
| -60% | -$3.62M | 0.05% | 372 |
|
|
2025
Q1 | $4.98M | Sell |
42,653
-5,730
| -12% | -$669K | 0.06% | 336 |
|
|
2024
Q4 | $6.08M | Buy |
48,383
+2,315
| +5% | +$291K | 0.07% | 302 |
|
|
2024
Q3 | $4.8M | Sell |
46,068
-6,891
| -13% | -$718K | 0.05% | 359 |
|
|
2024
Q2 | $5.15M | Sell |
52,959
-3,071
| -5% | -$298K | 0.06% | 332 |
|
|
2024
Q1 | $5.28M | Buy |
56,030
+4,244
| +8% | +$400K | 0.06% | 324 |
|
|
2023
Q4 | $4.83M | Buy |
51,786
+211
| +0.4% | +$19.7K | 0.06% | 318 |
|
|
2023
Q3 | $4.21M | Buy |
51,575
+12,817
| +33% | +$1.05M | 0.06% | 333 |
|
|
2023
Q2 | $3.31M | Buy |
38,758
+307
| +0.8% | +$26.2K | 0.05% | 401 |
|
|
2023
Q1 | $3.38M | Sell |
38,451
-4,718
| -11% | -$414K | 0.05% | 372 |
|
|
2022
Q4 | $3.67M | Sell |
43,169
-5,478
| -11% | -$466K | 0.06% | 328 |
|
|
2022
Q3 | $3.84M | Buy |
48,647
+16,140
| +50% | +$1.28M | 0.07% | 290 |
|
|
2022
Q2 | $2.47M | Sell |
32,507
-18,121
| -36% | -$1.38M | 0.05% | 364 |
|
|
2022
Q1 | $4.42M | Buy |
+50,628
| New | +$4.42M | 0.07% | 277 |
|