Aviance Capital 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 | $212K | Buy |
+1,507
| New | +$212K | 0.03% | 329 |
|
|
2025
Q1 | – | Sell |
-1,597
| Closed | -$201K | – | 342 |
|
|
2024
Q4 | $201K | Buy |
+1,597
| New | +$201K | 0.03% | 312 |
|
|
2016
Q1 | – | Sell |
-35,002
| Closed | -$1.11M | – | 209 |
|
|
2015
Q4 | $1.11M | Sell |
35,002
-11,949
| -25% | -$380K | 0.38% | 76 |
|
|
2015
Q3 | $1.48M | Buy |
46,951
+1,270
| +3% | +$40K | 0.61% | 44 |
|
|
2015
Q2 | $1.77M | Buy |
+45,681
| New | +$1.77M | 0.66% | 34 |
|