Baldwin Wealth Partners’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 | – | Sell |
-730
| Closed | -$76.1K | – | 725 |
|
|
2024
Q3 | $76.1K | Buy |
730
+363
| +99% | +$37.8K | 0.01% | 455 |
|
|
2024
Q2 | $35.7K | Buy |
367
+32
| +10% | +$3.11K | ﹤0.01% | 394 |
|
|
2024
Q1 | $31.5K | Sell |
335
-200
| -37% | -$18.8K | ﹤0.01% | 434 |
|
|
2023
Q4 | $49.9K | Hold |
535
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $43.7K | Hold |
535
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $45.7K | Sell |
535
-55
| -9% | -$4.7K | ﹤0.01% | 423 |
|
|
2023
Q1 | $51.8K | Hold |
590
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $50.2K | Buy |
590
+500
| +556% | +$42.5K | ﹤0.01% | 417 |
|
|
2022
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 543 |
|
|
2022
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 571 |
|
|
2022
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 560 |
|
|
2021
Q4 | $9K | Hold |
90
| – | – | ﹤0.01% | 518 |
|
|
2021
Q3 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 532 |
|
|
2018
Q4 | – | Sell |
-190
| Closed | -$9K | – | 530 |
|
|
2018
Q3 | $9K | Buy |
+190
| New | +$9K | ﹤0.01% | 470 |
|