Bartlett & Co 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 | $3.51M | Sell |
24,889
-451
| -2% | -$63.5K | 0.05% | 155 |
|
|
2025
Q1 | $2.96M | Sell |
25,340
-5
| -0% | -$583 | 0.04% | 161 |
|
|
2024
Q4 | $3.19M | Sell |
25,345
-905
| -3% | -$114K | 0.05% | 161 |
|
|
2024
Q3 | $2.74M | Sell |
26,250
-548
| -2% | -$57.1K | 0.04% | 169 |
|
|
2024
Q2 | $2.6M | Sell |
26,798
-3,701
| -12% | -$360K | 0.04% | 171 |
|
|
2024
Q1 | $2.87M | Sell |
30,499
-2,410
| -7% | -$227K | 0.04% | 171 |
|
|
2023
Q4 | $3.08M | Buy |
32,909
+213
| +0.7% | +$19.9K | 0.05% | 164 |
|
|
2023
Q3 | $2.67M | Sell |
32,696
-1,100
| -3% | -$89.8K | 0.05% | 166 |
|
|
2023
Q2 | $2.89M | Buy |
33,796
+28,125
| +496% | +$2.4M | 0.05% | 164 |
|
|
2023
Q1 | $498K | Sell |
5,671
-50
| -0.9% | -$4.39K | 0.01% | 291 |
|
|
2022
Q4 | $486K | Sell |
5,721
-14
| -0.2% | -$1.19K | 0.01% | 295 |
|
|
2022
Q3 | $453K | Sell |
5,735
-168
| -3% | -$13.3K | 0.01% | 293 |
|
|
2022
Q2 | $449K | Buy |
5,903
+205
| +4% | +$15.6K | 0.01% | 290 |
|
|
2022
Q1 | $498K | Buy |
5,698
+373
| +7% | +$32.6K | 0.01% | 294 |
|
|
2021
Q4 | $523K | Buy |
5,325
+2,185
| +70% | +$214K | 0.01% | 293 |
|
|
2021
Q3 | $306K | Sell |
3,140
-3,562
| -53% | -$347K | 0.01% | 304 |
|
|
2021
Q2 | $615K | Sell |
6,702
-100
| -1% | -$9.17K | 0.01% | 244 |
|
|
2021
Q1 | $528K | Hold |
6,802
| – | – | 0.01% | 257 |
|
|
2020
Q4 | $466K | Buy |
6,802
+491
| +8% | +$33.6K | 0.01% | 262 |
|
|
2020
Q3 | $305K | Buy |
6,311
+100
| +2% | +$4.84K | 0.01% | 276 |
|
|
2020
Q2 | $300K | Sell |
6,211
-440
| -7% | -$21.3K | 0.01% | 277 |
|
|
2020
Q1 | $226K | Sell |
6,651
-1,980
| -23% | -$67.3K | 0.01% | 287 |
|
|
2019
Q4 | $441K | Hold |
8,631
| – | – | 0.01% | 268 |
|
|
2019
Q3 | $368K | Buy |
8,631
+4,247
| +97% | +$181K | 0.01% | 277 |
|
|
2019
Q2 | $192K | Buy |
4,384
+100
| +2% | +$4.38K | 0.01% | 259 |
|
|
2019
Q1 | $181K | Sell |
4,284
-200
| -4% | -$8.44K | 0.01% | 261 |
|
|
2018
Q4 | $178K | Buy |
4,484
+3,760
| +519% | +$149K | 0.01% | 256 |
|
|
2018
Q3 | $33.7K | Sell |
724
-400
| -36% | -$18.6K | ﹤0.01% | 485 |
|
|
2018
Q2 | $53.3K | Sell |
1,124
-200
| -15% | -$9.48K | ﹤0.01% | 416 |
|
|
2018
Q1 | $71.4K | Buy |
+1,324
| New | +$71.4K | ﹤0.01% | 381 |
|