Avion Wealth’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 | $28K | Buy |
199
+58
| +41% | +$8.16K | 0.01% | 265 |
|
|
2025
Q1 | $17K | Hold |
141
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $17K | Buy |
141
+8
| +6% | +$965 | ﹤0.01% | 311 |
|
|
2024
Q3 | $13K | Buy |
133
+18
| +16% | +$1.76K | ﹤0.01% | 324 |
|
|
2024
Q2 | $11K | Sell |
115
-63
| -35% | -$6.03K | ﹤0.01% | 316 |
|
|
2024
Q1 | $17K | Buy |
178
+12
| +7% | +$1.15K | ﹤0.01% | 240 |
|
|
2023
Q4 | $15K | Sell |
166
-3
| -2% | -$271 | ﹤0.01% | 235 |
|
|
2023
Q3 | $13K | Buy |
169
+3
| +2% | +$231 | ﹤0.01% | 247 |
|
|
2023
Q2 | $14K | Sell |
166
-54
| -25% | -$4.55K | ﹤0.01% | 263 |
|
|
2023
Q1 | $18K | Buy |
220
+17
| +8% | +$1.39K | ﹤0.01% | 220 |
|
|
2022
Q4 | $16K | Hold |
203
| – | – | 0.01% | 229 |
|
|
2022
Q3 | $16K | Sell |
203
-78
| -28% | -$6.15K | 0.01% | 230 |
|
|
2022
Q2 | $21K | Buy |
281
+72
| +34% | +$5.38K | 0.01% | 202 |
|
|
2022
Q1 | $18K | Buy |
209
+106
| +103% | +$9.13K | 0.01% | 187 |
|
|
2021
Q4 | $10K | Hold |
103
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $10K | Buy |
103
+100
| +3,333% | +$9.71K | ﹤0.01% | 233 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 367 |
|