Beacon Pointe 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 | $3.54M | Buy |
25,124
+2,142
| +9% | +$302K | 0.04% | 377 |
|
|
2025
Q1 | $2.68M | Sell |
22,982
-1,418
| -6% | -$165K | 0.03% | 404 |
|
|
2024
Q4 | $3.07M | Sell |
24,400
-8,742
| -26% | -$1.1M | 0.03% | 360 |
|
|
2024
Q3 | $3.45M | Sell |
33,142
-186
| -0.6% | -$19.4K | 0.04% | 362 |
|
|
2024
Q2 | $3.24M | Buy |
33,328
+194
| +0.6% | +$18.9K | 0.04% | 372 |
|
|
2024
Q1 | $3.12M | Sell |
33,134
-23,810
| -42% | -$2.24M | 0.03% | 397 |
|
|
2023
Q4 | $5.31M | Sell |
56,944
-3,217
| -5% | -$300K | 0.06% | 268 |
|
|
2023
Q3 | $4.91M | Buy |
60,161
+21,446
| +55% | +$1.75M | 0.06% | 265 |
|
|
2023
Q2 | $3.31M | Sell |
38,715
-5,525
| -12% | -$472K | 0.05% | 290 |
|
|
2023
Q1 | $3.88M | Buy |
44,240
+3,288
| +8% | +$289K | 0.07% | 260 |
|
|
2022
Q4 | $3.48M | Buy |
40,952
+2,355
| +6% | +$200K | 0.07% | 255 |
|
|
2022
Q3 | $3.06M | Buy |
38,597
+11,590
| +43% | +$919K | 0.07% | 233 |
|
|
2022
Q2 | $2.06M | Sell |
27,007
-8,734
| -24% | -$666K | 0.04% | 323 |
|
|
2022
Q1 | $3.12M | Buy |
35,741
+21,368
| +149% | +$1.87M | 0.04% | 349 |
|
|
2021
Q4 | $1.41M | Sell |
14,373
-2,443
| -15% | -$240K | 0.04% | 315 |
|
|
2021
Q3 | $1.64M | Buy |
16,816
+1,946
| +13% | +$189K | 0.04% | 315 |
|
|
2021
Q2 | $1.36M | Buy |
14,870
+11,101
| +295% | +$1.02M | 0.05% | 279 |
|
|
2021
Q1 | $294K | Buy |
+3,769
| New | +$294K | 0.02% | 391 |
|