Avantax Advisory Services’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 | $16M | Buy |
113,283
+2,424
| +2% | +$341K | 0.09% | 177 |
|
|
2025
Q1 | $12.9M | Buy |
110,859
+602
| +0.5% | +$70.2K | 0.08% | 199 |
|
|
2024
Q4 | $13.9M | Buy |
110,257
+2,260
| +2% | +$284K | 0.09% | 171 |
|
|
2024
Q3 | $11.3M | Buy |
107,997
+3,406
| +3% | +$355K | 0.07% | 198 |
|
|
2024
Q2 | $10.2M | Buy |
104,591
+29,764
| +40% | +$2.89M | 0.07% | 204 |
|
|
2024
Q1 | $7.05M | Buy |
74,827
+1,916
| +3% | +$180K | 0.06% | 237 |
|
|
2023
Q4 | $6.8M | Buy |
72,911
+6,745
| +10% | +$629K | 0.07% | 224 |
|
|
2023
Q3 | $5.4M | Buy |
66,166
+2,440
| +4% | +$199K | 0.06% | 237 |
|
|
2023
Q2 | $5.44M | Buy |
63,726
+6,567
| +11% | +$561K | 0.06% | 236 |
|
|
2023
Q1 | $5.02M | Buy |
57,159
+17,607
| +45% | +$1.55M | 0.06% | 244 |
|
|
2022
Q4 | $3.36M | Buy |
39,552
+927
| +2% | +$78.8K | 0.04% | 302 |
|
|
2022
Q3 | $3.05M | Sell |
38,625
-2,548
| -6% | -$201K | 0.05% | 288 |
|
|
2022
Q2 | $3.13M | Buy |
41,173
+96
| +0.2% | +$7.3K | 0.05% | 284 |
|
|
2022
Q1 | $3.59M | Buy |
41,077
+4,217
| +11% | +$368K | 0.05% | 267 |
|
|
2021
Q4 | $3.62M | Buy |
36,860
+1,276
| +4% | +$125K | 0.05% | 252 |
|
|
2021
Q3 | $3.46M | Buy |
35,584
+5,181
| +17% | +$504K | 0.06% | 242 |
|
|
2021
Q2 | $2.79M | Buy |
30,403
+1,442
| +5% | +$132K | 0.05% | 270 |
|
|
2021
Q1 | $2.25M | Buy |
28,961
+22,658
| +359% | +$1.76M | 0.05% | 267 |
|
|
2020
Q4 | $432K | Sell |
6,303
-6,318
| -50% | -$433K | 0.01% | 597 |
|
|
2020
Q3 | $610K | Buy |
12,621
+6,599
| +110% | +$319K | 0.01% | 727 |
|
|
2020
Q2 | $289K | Buy |
+6,022
| New | +$289K | 0.01% | 648 |
|
|
2020
Q1 | – | Sell |
-4,949
| Closed | -$253K | – | 858 |
|
|
2019
Q4 | $253K | Buy |
+4,949
| New | +$253K | 0.01% | 691 |
|