Ausdal Financial Partners’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 | $860K | Sell |
6,108
-1,804
| -23% | -$254K | 0.06% | 293 |
|
|
2025
Q1 | $923K | Buy |
7,912
+2,902
| +58% | +$339K | 0.07% | 255 |
|
|
2024
Q4 | $630K | Buy |
5,010
+459
| +10% | +$57.7K | 0.05% | 297 |
|
|
2024
Q3 | $474K | Sell |
4,551
-556
| -11% | -$58K | 0.05% | 313 |
|
|
2024
Q2 | $496K | Sell |
5,107
-7
| -0.1% | -$680 | 0.05% | 292 |
|
|
2024
Q1 | $482K | Sell |
5,114
-277
| -5% | -$26.1K | 0.06% | 278 |
|
|
2023
Q4 | $503K | Sell |
5,391
-9
| -0.2% | -$839 | 0.06% | 252 |
|
|
2023
Q3 | $441K | Sell |
5,400
-192
| -3% | -$15.7K | 0.06% | 264 |
|
|
2023
Q2 | $478K | Buy |
5,592
+367
| +7% | +$31.3K | 0.06% | 249 |
|
|
2023
Q1 | $459K | Buy |
5,225
+72
| +1% | +$6.32K | 0.06% | 259 |
|
|
2022
Q4 | $438K | Sell |
5,153
-92
| -2% | -$7.82K | 0.06% | 259 |
|
|
2022
Q3 | $414K | Buy |
5,245
+97
| +2% | +$7.66K | 0.07% | 275 |
|
|
2022
Q2 | $392K | Buy |
5,148
+33
| +0.6% | +$2.51K | 0.06% | 299 |
|
|
2022
Q1 | $447K | Sell |
5,115
-600
| -10% | -$52.4K | 0.06% | 296 |
|
|
2021
Q4 | $561K | Buy |
5,715
+1,549
| +37% | +$152K | 0.08% | 258 |
|
|
2021
Q3 | $405K | Sell |
4,166
-715
| -15% | -$69.5K | 0.06% | 309 |
|
|
2021
Q2 | $448K | Sell |
4,881
-223
| -4% | -$20.5K | 0.07% | 277 |
|
|
2021
Q1 | $396K | Buy |
5,104
+278
| +6% | +$21.6K | 0.07% | 286 |
|
|
2020
Q4 | $331K | Buy |
4,826
+105
| +2% | +$7.2K | 0.06% | 293 |
|
|
2020
Q3 | $228K | Buy |
+4,721
| New | +$228K | 0.06% | 308 |
|
|
2020
Q1 | – | Sell |
-3,948
| Closed | -$212K | – | 328 |
|
|
2019
Q4 | $212K | Buy |
+3,948
| New | +$212K | 0.06% | 297 |
|
|
2018
Q4 | – | Sell |
-7,214
| Closed | -$336K | – | 346 |
|
|
2018
Q3 | $336K | Sell |
7,214
-652
| -8% | -$30.4K | 0.09% | 256 |
|
|
2018
Q2 | $373K | Sell |
7,866
-1,641
| -17% | -$77.8K | 0.12% | 237 |
|
|
2018
Q1 | $513K | Sell |
9,507
-468
| -5% | -$25.3K | 0.18% | 171 |
|
|
2017
Q4 | $523K | Buy |
9,975
+4,532
| +83% | +$238K | 0.19% | 165 |
|
|
2017
Q3 | $262K | Buy |
5,443
+21
| +0.4% | +$1.01K | 0.1% | 256 |
|
|
2017
Q2 | $242K | Sell |
5,422
-450
| -8% | -$20.1K | 0.1% | 249 |
|
|
2017
Q1 | $252K | Buy |
5,872
+63
| +1% | +$2.7K | 0.11% | 221 |
|
|
2016
Q4 | $245K | Buy |
+5,809
| New | +$245K | 0.11% | 206 |
|
|
2016
Q1 | – | Sell |
-4,708
| Closed | -$150K | – | 727 |
|
|
2015
Q4 | $150K | Buy |
+4,708
| New | +$150K | 0.08% | 239 |
|