Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
4,122
+3,272
| +385% | +$461K | 0.16% | 81 |
|
|
2025
Q1 | $99.2K | Hold |
850
| – | – | 0.03% | 165 |
|
|
2024
Q4 | $107K | Hold |
850
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $88.6K | Sell |
850
-5
| -0.6% | -$521 | 0.03% | 181 |
|
|
2024
Q2 | $83.1K | Hold |
855
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $80.5K | Hold |
855
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $79.7K | Sell |
855
-17
| -2% | -$1.59K | 0.03% | 194 |
|
|
2023
Q3 | $71.2K | Hold |
872
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $74.5K | Buy |
872
+17
| +2% | +$1.45K | 0.03% | 211 |
|
|
2023
Q1 | $75.1K | Hold |
855
| – | – | 0.03% | 204 |
|
|
2022
Q4 | $72.7K | Sell |
855
-11
| -1% | -$935 | 0.03% | 211 |
|
|
2022
Q3 | $66K | Hold |
866
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $66K | Buy |
866
+729
| +532% | +$55.6K | 0.03% | 229 |
|
|
2022
Q1 | $12K | Buy |
137
+11
| +9% | +$964 | ﹤0.01% | 392 |
|
|
2021
Q4 | $12K | Buy |
+126
| New | +$12K | ﹤0.01% | 349 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$1K | – | 385 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 339 |
|