B. Riley Wealth Advisors’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 | $3.8M | Buy |
+26,977
| New | +$3.8M | 0.18% | 119 |
|
|
2024
Q4 | $3.34M | Sell |
26,607
-3,467
| -12% | -$436K | 0.11% | 189 |
|
|
2024
Q3 | $3.14M | Sell |
30,074
-940
| -3% | -$98.1K | 0.09% | 223 |
|
|
2024
Q2 | $3.01M | Buy |
31,014
+2,361
| +8% | +$229K | 0.08% | 243 |
|
|
2024
Q1 | $2.34M | Sell |
28,653
-4,564
| -14% | -$373K | 0.06% | 302 |
|
|
2023
Q4 | $3.1M | Buy |
33,217
+4,564
| +16% | +$426K | 0.08% | 247 |
|
|
2023
Q3 | $2.34M | Buy |
28,653
+10,281
| +56% | +$840K | 0.06% | 302 |
|
|
2023
Q2 | $1.57M | Sell |
18,372
-20,333
| -53% | -$1.74M | 0.04% | 437 |
|
|
2023
Q1 | $3.42M | Sell |
38,705
-2,757
| -7% | -$243K | 0.09% | 223 |
|
|
2022
Q4 | $3.53M | Buy |
41,462
+2,155
| +5% | +$183K | 0.1% | 217 |
|
|
2022
Q3 | $3.11M | Buy |
39,307
+9,582
| +32% | +$757K | 0.09% | 220 |
|
|
2022
Q2 | $2.26M | Buy |
29,725
+4,933
| +20% | +$375K | 0.1% | 216 |
|
|
2022
Q1 | $2.17M | Sell |
24,792
-2,890
| -10% | -$253K | 0.07% | 282 |
|
|
2021
Q4 | $2.72M | Buy |
27,682
+2,170
| +9% | +$213K | 0.08% | 275 |
|
|
2021
Q3 | $2.47M | Buy |
25,512
+592
| +2% | +$57.4K | 0.08% | 285 |
|
|
2021
Q2 | $2.26M | Buy |
24,920
+12,526
| +101% | +$1.13M | 0.07% | 310 |
|
|
2021
Q1 | $947K | Sell |
12,394
-1,107
| -8% | -$84.6K | 0.03% | 499 |
|
|
2020
Q4 | $927K | Sell |
13,501
-4,327
| -24% | -$297K | 0.05% | 356 |
|
|
2020
Q3 | $862K | Buy |
17,828
+2,560
| +17% | +$124K | 0.05% | 350 |
|
|
2020
Q2 | $739K | Buy |
15,268
+916
| +6% | +$44.3K | 0.05% | 339 |
|
|
2020
Q1 | $488K | Buy |
14,352
+8,441
| +143% | +$287K | 0.04% | 390 |
|
|
2019
Q4 | $303K | Sell |
5,911
-1,873
| -24% | -$96K | 0.03% | 598 |
|
|
2019
Q3 | $333K | Buy |
7,784
+453
| +6% | +$19.4K | 0.03% | 549 |
|
|
2019
Q2 | $322K | Sell |
7,331
-28
| -0.4% | -$1.23K | 0.04% | 534 |
|
|
2019
Q1 | $312K | Sell |
7,359
-323
| -4% | -$13.7K | 0.04% | 478 |
|
|
2018
Q4 | $306K | Sell |
7,682
-5,678
| -43% | -$226K | 0.04% | 424 |
|
|
2018
Q3 | $623K | Buy |
13,360
+765
| +6% | +$35.7K | 0.07% | 294 |
|
|
2018
Q2 | $598K | Sell |
12,595
-1,044
| -8% | -$49.6K | 0.08% | 275 |
|
|
2018
Q1 | $737K | Buy |
13,639
+542
| +4% | +$29.3K | 0.1% | 217 |
|
|
2017
Q4 | $688K | Sell |
13,097
-124
| -0.9% | -$6.51K | 0.09% | 244 |
|
|
2017
Q3 | $638K | Buy |
13,221
+1,449
| +12% | +$69.9K | 0.11% | 212 |
|
|
2017
Q2 | $525K | Buy |
11,772
+1,034
| +10% | +$46.1K | 0.1% | 242 |
|
|
2017
Q1 | $460K | Buy |
10,738
+1,518
| +16% | +$65K | 0.09% | 247 |
|
|
2016
Q4 | $390K | Buy |
+9,220
| New | +$390K | 0.08% | 283 |
|
|
2015
Q4 | – | Sell |
-10,515
| Closed | -$333K | – | 602 |
|
|
2015
Q3 | $333K | Sell |
10,515
-1,697
| -14% | -$53.7K | 0.08% | 323 |
|
|
2015
Q2 | $475K | Sell |
12,212
-2,070
| -14% | -$80.5K | 0.12% | 221 |
|
|
2015
Q1 | $510K | Sell |
14,282
-4,347
| -23% | -$155K | 0.12% | 213 |
|
|
2014
Q4 | $5.89K | Buy |
+18,629
| New | +$5.89K | 0.13% | 203 |
|
|
2014
Q3 | – | Sell |
-17,206
| Closed | -$282K | – | 1407 |
|
|
2014
Q2 | $282K | Buy |
17,206
+7,868
| +84% | +$129K | 0.07% | 335 |
|
|
2014
Q1 | $291K | Buy |
9,338
+477
| +5% | +$14.9K | 0.09% | 270 |
|
|
2013
Q4 | $278K | Sell |
8,861
-1,958
| -18% | -$61.4K | 0.09% | 256 |
|
|
2013
Q3 | $292K | Buy |
10,819
+4,741
| +78% | +$128K | 0.1% | 230 |
|
|
2013
Q2 | $148K | Buy |
+6,078
| New | +$148K | 0.05% | 434 |
|