Avantax Planning 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 | $439K | Sell |
3,120
-60
| -2% | -$8.45K | 0.01% | 284 |
|
|
2025
Q1 | $371K | Sell |
3,180
-53
| -2% | -$6.18K | 0.01% | 303 |
|
|
2024
Q4 | $406K | Sell |
3,233
-43
| -1% | -$5.41K | 0.01% | 286 |
|
|
2024
Q3 | $341K | Buy |
3,276
+9
| +0.3% | +$938 | 0.01% | 310 |
|
|
2024
Q2 | $318K | Sell |
3,267
-382
| -10% | -$37.1K | 0.01% | 352 |
|
|
2024
Q1 | $344K | Sell |
3,649
-514
| -12% | -$48.4K | 0.01% | 338 |
|
|
2023
Q4 | $388K | Buy |
4,163
+32
| +0.8% | +$2.98K | 0.01% | 266 |
|
|
2023
Q3 | $337K | Buy |
4,131
+182
| +5% | +$14.9K | 0.01% | 267 |
|
|
2023
Q2 | $337K | Buy |
3,949
+134
| +4% | +$11.4K | 0.01% | 274 |
|
|
2023
Q1 | $335K | Sell |
3,815
-243
| -6% | -$21.3K | 0.01% | 273 |
|
|
2022
Q4 | $345K | Sell |
4,058
-589
| -13% | -$50.1K | 0.01% | 280 |
|
|
2022
Q3 | $367K | Sell |
4,647
-424
| -8% | -$33.5K | 0.02% | 258 |
|
|
2022
Q2 | $386K | Buy |
5,071
+267
| +6% | +$20.3K | 0.02% | 244 |
|
|
2022
Q1 | $420K | Buy |
4,804
+385
| +9% | +$33.7K | 0.02% | 241 |
|
|
2021
Q4 | $434K | Sell |
4,419
-150
| -3% | -$14.7K | 0.02% | 228 |
|
|
2021
Q3 | $445K | Buy |
4,569
+155
| +4% | +$15.1K | 0.02% | 210 |
|
|
2021
Q2 | $405K | Buy |
4,414
+1,132
| +34% | +$104K | 0.02% | 218 |
|
|
2021
Q1 | $255K | Buy |
+3,282
| New | +$255K | 0.01% | 263 |
|
|
2019
Q4 | – | Sell |
-4,970
| Closed | -$212K | – | 311 |
|
|
2019
Q3 | $212K | Buy |
+4,970
| New | +$212K | 0.01% | 287 |
|
|
2018
Q4 | – | Sell |
-3,365
| Closed | -$157K | – | 851 |
|
|
2018
Q3 | $157K | Buy |
+3,365
| New | +$157K | 0.01% | 268 |
|
|
2018
Q2 | – | Sell |
-3,868
| Closed | -$208K | – | 986 |
|
|
2018
Q1 | $208K | Sell |
3,868
-35
| -0.9% | -$1.88K | 0.02% | 287 |
|
|
2017
Q4 | $205K | Sell |
3,903
-699
| -15% | -$36.7K | 0.02% | 289 |
|
|
2017
Q3 | $222K | Buy |
+4,602
| New | +$222K | 0.02% | 344 |
|