Avitas Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.96M | Buy |
79,237
+557
| +0.7% | +$70K | 1.38% | 15 |
|
|
2024
Q3 | $8.2M | Buy |
78,680
+1,110
| +1% | +$116K | 1.15% | 18 |
|
|
2024
Q2 | $7.54M | Buy |
77,570
+319
| +0.4% | +$31K | 1.1% | 20 |
|
|
2024
Q1 | $7.27M | Buy |
77,251
+1,095
| +1% | +$103K | 1.11% | 21 |
|
|
2023
Q4 | $7.1M | Buy |
76,156
+2,664
| +4% | +$248K | 1.19% | 19 |
|
|
2023
Q3 | $6M | Sell |
73,492
-225
| -0.3% | -$18.4K | 1.14% | 20 |
|
|
2023
Q2 | $6.3M | Buy |
73,717
+722
| +1% | +$61.7K | 1.14% | 19 |
|
|
2023
Q1 | $6.41M | Sell |
72,995
-456
| -0.6% | -$40K | 1.25% | 17 |
|
|
2022
Q4 | $6.24M | Sell |
73,451
-283
| -0.4% | -$24.1K | 1.32% | 18 |
|
|
2022
Q3 | $5.83M | Buy |
73,734
+834
| +1% | +$65.9K | 1.33% | 16 |
|
|
2022
Q2 | $5.55M | Buy |
72,900
+6,314
| +9% | +$480K | 1.21% | 19 |
|
|
2022
Q1 | $5.82M | Sell |
66,586
-2,495
| -4% | -$218K | 1.05% | 19 |
|
|
2021
Q4 | $6.78M | Buy |
69,081
+1,343
| +2% | +$132K | 1.14% | 23 |
|
|
2021
Q3 | $6.59M | Sell |
67,738
-131
| -0.2% | -$12.7K | 1.2% | 14 |
|
|
2021
Q2 | $6.22M | Buy |
67,869
+1,651
| +2% | +$151K | 1.11% | 21 |
|
|
2021
Q1 | $5.14M | Buy |
66,218
+4,582
| +7% | +$356K | 1.01% | 24 |
|
|
2020
Q4 | $4.22M | Buy |
61,636
+18,446
| +43% | +$1.26M | 0.86% | 30 |
|
|
2020
Q3 | $2.09M | Sell |
43,190
-301
| -0.7% | -$14.6K | 0.58% | 58 |
|
|
2020
Q2 | $2.1M | Sell |
43,491
-1,357
| -3% | -$65.6K | 0.7% | 56 |
|
|
2020
Q1 | $1.53M | Sell |
44,848
-36,242
| -45% | -$1.23M | 0.69% | 53 |
|
|
2019
Q4 | $4.15M | Buy |
81,090
+411
| +0.5% | +$21K | 1.06% | 25 |
|
|
2019
Q3 | $3.44M | Buy |
80,679
+1,318
| +2% | +$56.2K | 0.95% | 33 |
|
|
2019
Q2 | $3.48M | Buy |
79,361
+13,949
| +21% | +$611K | 0.97% | 34 |
|
|
2019
Q1 | $2.76M | Buy |
65,412
+564
| +0.9% | +$23.8K | 0.8% | 53 |
|
|
2018
Q4 | $2.57M | Buy |
+64,848
| New | +$2.57M | 0.84% | 52 |
|