Avidian Wealth Enterprises’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 | $1.48M | Sell |
10,529
-115
| -1% | -$16.2K | 0.06% | 163 |
|
|
2025
Q1 | $1.24M | Buy |
10,644
+274
| +3% | +$32K | 0.06% | 171 |
|
|
2024
Q4 | $1.3M | Buy |
10,370
+305
| +3% | +$38.3K | 0.06% | 157 |
|
|
2024
Q3 | $1.05M | Sell |
10,065
-680
| -6% | -$70.9K | 0.05% | 183 |
|
|
2024
Q2 | $1.04M | Buy |
10,745
+673
| +7% | +$65.4K | 0.04% | 171 |
|
|
2024
Q1 | $948K | Buy |
10,072
+400
| +4% | +$37.7K | 0.05% | 167 |
|
|
2023
Q4 | $902K | Sell |
9,672
-2,575
| -21% | -$240K | 0.06% | 176 |
|
|
2023
Q3 | $1M | Sell |
12,247
-314
| -2% | -$25.6K | 0.07% | 160 |
|
|
2023
Q2 | $1.07M | Buy |
12,561
+3,208
| +34% | +$274K | 0.07% | 169 |
|
|
2023
Q1 | $821K | Sell |
9,353
-407
| -4% | -$35.7K | 0.05% | 227 |
|
|
2022
Q4 | $830K | Buy |
9,760
+3,751
| +62% | +$319K | 0.05% | 202 |
|
|
2022
Q3 | $475K | Buy |
6,009
+7
| +0.1% | +$553 | 0.03% | 242 |
|
|
2022
Q2 | $457K | Sell |
6,002
-5,339
| -47% | -$407K | 0.03% | 279 |
|
|
2022
Q1 | $991K | Sell |
11,341
-1,405
| -11% | -$123K | 0.06% | 189 |
|
|
2021
Q4 | $1.25M | Buy |
12,746
+4,566
| +56% | +$448K | 0.08% | 155 |
|
|
2021
Q3 | $796K | Buy |
8,180
+288
| +4% | +$28K | 0.06% | 154 |
|
|
2021
Q2 | $724K | Buy |
7,892
+1,385
| +21% | +$127K | 0.06% | 164 |
|
|
2021
Q1 | $505K | Buy |
6,507
+119
| +2% | +$9.24K | 0.04% | 212 |
|
|
2020
Q4 | $438K | Buy |
6,388
+4
| +0.1% | +$274 | 0.04% | 205 |
|
|
2020
Q3 | $309K | Buy |
6,384
+67
| +1% | +$3.24K | 0.04% | 212 |
|
|
2020
Q2 | $305K | Buy |
6,317
+257
| +4% | +$12.4K | 0.04% | 192 |
|
|
2020
Q1 | $206K | Sell |
6,060
-113
| -2% | -$3.84K | 0.03% | 189 |
|
|
2019
Q4 | $316K | Buy |
6,173
+129
| +2% | +$6.6K | 0.04% | 171 |
|
|
2019
Q3 | $258K | Buy |
6,044
+349
| +6% | +$14.9K | 0.04% | 162 |
|
|
2019
Q2 | $250K | Buy |
5,695
+377
| +7% | +$16.6K | 0.06% | 131 |
|
|
2019
Q1 | $224K | Sell |
5,318
-164
| -3% | -$6.91K | 0.05% | 115 |
|
|
2018
Q4 | $217K | Buy |
5,482
+468
| +9% | +$18.5K | 0.08% | 83 |
|
|
2018
Q3 | $234K | Buy |
5,014
+46
| +0.9% | +$2.15K | 0.07% | 95 |
|
|
2018
Q2 | $235K | Hold |
4,968
| – | – | 0.07% | 87 |
|
|
2018
Q1 | $268K | Buy |
+4,968
| New | +$268K | 0.09% | 80 |
|