Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
2,527
+9
| +0.4% | +$1.27K | 0.13% | 166 |
|
|
2025
Q1 | $294K | Sell |
2,518
-22
| -0.9% | -$2.57K | 0.12% | 189 |
|
|
2024
Q4 | $319K | Buy |
2,540
+126
| +5% | +$15.8K | 0.13% | 181 |
|
|
2024
Q3 | $252K | Sell |
2,414
-1,756
| -42% | -$183K | 0.11% | 203 |
|
|
2024
Q2 | $405K | Sell |
4,170
-6,366
| -60% | -$619K | 0.17% | 149 |
|
|
2024
Q1 | $992K | Sell |
10,536
-122
| -1% | -$11.5K | 0.18% | 126 |
|
|
2023
Q4 | $994K | Sell |
10,658
-893
| -8% | -$83.3K | 0.16% | 138 |
|
|
2023
Q3 | $943K | Buy |
11,551
+48
| +0.4% | +$3.92K | 0.16% | 139 |
|
|
2023
Q2 | $982K | Buy |
11,503
+214
| +2% | +$18.3K | 0.1% | 200 |
|
|
2023
Q1 | $991K | Buy |
11,289
+508
| +5% | +$44.6K | 0.11% | 201 |
|
|
2022
Q4 | $917K | Sell |
10,781
-127
| -1% | -$10.8K | 0.11% | 200 |
|
|
2022
Q3 | $862K | Sell |
10,908
-1,105
| -9% | -$87.3K | 0.12% | 194 |
|
|
2022
Q2 | $914K | Sell |
12,013
-1,222
| -9% | -$93K | 0.12% | 186 |
|
|
2022
Q1 | $1.16M | Sell |
13,235
-661
| -5% | -$57.8K | 0.13% | 166 |
|
|
2021
Q4 | $1.36M | Buy |
13,896
+2,758
| +25% | +$271K | 0.15% | 146 |
|
|
2021
Q3 | $1.08M | Buy |
11,138
+1,722
| +18% | +$168K | 0.14% | 149 |
|
|
2021
Q2 | $863K | Buy |
9,416
+627
| +7% | +$57.5K | 0.14% | 164 |
|
|
2021
Q1 | $683K | Buy |
8,789
+1,091
| +14% | +$84.8K | 0.14% | 187 |
|
|
2020
Q4 | $528K | Buy |
+7,698
| New | +$528K | 0.16% | 139 |
|