Atwood & Palmer’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 | $12K | Hold |
85
| – | – | ﹤0.01% | 371 |
|
|
2025
Q1 | $9.92K | Hold |
85
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $10.7K | Hold |
85
| – | – | ﹤0.01% | 334 |
|
|
2024
Q3 | $8.86K | Hold |
85
| – | – | ﹤0.01% | 348 |
|
|
2024
Q2 | $8.26K | Hold |
85
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $8K | Hold |
85
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $7.93K | Sell |
85
-205
| -71% | -$19.1K | ﹤0.01% | 327 |
|
|
2023
Q3 | $23.7K | Hold |
290
| – | – | ﹤0.01% | 259 |
|
|
2023
Q2 | $24.8K | Hold |
290
| – | – | ﹤0.01% | 263 |
|
|
2023
Q1 | $25.5K | Hold |
290
| – | – | ﹤0.01% | 247 |
|
|
2022
Q4 | $24.7K | Hold |
290
| – | – | ﹤0.01% | 269 |
|
|
2022
Q3 | $23K | Hold |
290
| – | – | ﹤0.01% | 256 |
|
|
2022
Q2 | $22K | Buy |
290
+135
| +87% | +$10.2K | ﹤0.01% | 284 |
|
|
2022
Q1 | $14K | Hold |
155
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $15K | Sell |
155
-35
| -18% | -$3.39K | ﹤0.01% | 338 |
|
|
2021
Q3 | $18K | Buy |
190
+120
| +171% | +$11.4K | ﹤0.01% | 314 |
|
|
2021
Q2 | $6K | Sell |
70
-200
| -74% | -$17.1K | ﹤0.01% | 353 |
|
|
2021
Q1 | $21K | Buy |
+270
| New | +$21K | ﹤0.01% | 288 |
|
|
2015
Q3 | – | Sell |
-512
| Closed | -$20K | – | 453 |
|
|
2015
Q2 | $20K | Buy |
512
+288
| +129% | +$11.3K | ﹤0.01% | 247 |
|
|
2015
Q1 | $8K | Hold |
224
| – | – | ﹤0.01% | 281 |
|
|
2014
Q4 | $9K | Hold |
224
| – | – | ﹤0.01% | 306 |
|
|
2014
Q3 | $8K | Buy |
+224
| New | +$8K | ﹤0.01% | 319 |
|