Bedel Financial Consulting’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 | $431K | Hold |
3,057
| – | – | 0.06% | 168 |
|
|
2025
Q1 | $362K | Buy |
3,057
+1
| +0% | +$118 | 0.05% | 182 |
|
|
2024
Q4 | $425K | Buy |
3,056
+1
| +0% | +$139 | 0.06% | 164 |
|
|
2024
Q3 | $318K | Buy |
3,055
+1
| +0% | +$104 | 0.04% | 201 |
|
|
2024
Q2 | $297K | Buy |
3,054
+1
| +0% | +$97 | 0.04% | 196 |
|
|
2024
Q1 | $287K | Sell |
3,053
-322
| -10% | -$30.3K | 0.05% | 202 |
|
|
2023
Q4 | $315K | Buy |
3,375
+1
| +0% | +$93 | 0.06% | 178 |
|
|
2023
Q3 | $276K | Sell |
3,374
-125
| -4% | -$10.2K | 0.06% | 184 |
|
|
2023
Q2 | $299K | Buy |
3,499
+722
| +26% | +$61.7K | 0.06% | 180 |
|
|
2023
Q1 | $244K | Sell |
2,777
-101
| -4% | -$8.87K | 0.06% | 191 |
|
|
2022
Q4 | $245K | Buy |
2,878
+1
| +0% | +$85 | 0.06% | 189 |
|
|
2022
Q3 | $246K | Buy |
2,877
+1
| +0% | +$86 | 0.07% | 180 |
|
|
2022
Q2 | $219K | Buy |
2,876
+1,681
| +141% | +$128K | 0.06% | 182 |
|
|
2022
Q1 | $104K | Sell |
1,195
-153
| -11% | -$13.3K | 0.03% | 277 |
|
|
2021
Q4 | $132K | Buy |
1,348
+154
| +13% | +$15.1K | 0.04% | 239 |
|
|
2021
Q3 | $116K | Sell |
1,194
-20
| -2% | -$1.94K | 0.04% | 248 |
|
|
2021
Q2 | $111K | Buy |
1,214
+20
| +2% | +$1.83K | 0.04% | 250 |
|
|
2021
Q1 | $93K | Hold |
1,194
| – | – | 0.04% | 274 |
|
|
2020
Q4 | $82K | Hold |
1,194
| – | – | 0.04% | 253 |
|
|
2020
Q3 | $58K | Hold |
1,194
| – | – | 0.03% | 283 |
|
|
2020
Q2 | $58K | Hold |
1,194
| – | – | 0.03% | 264 |
|
|
2020
Q1 | $41K | Buy |
1,194
+494
| +71% | +$17K | 0.03% | 291 |
|
|
2019
Q4 | $36K | Hold |
700
| – | – | 0.02% | 334 |
|
|
2019
Q3 | $30K | Hold |
700
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $31K | Hold |
700
| – | – | 0.02% | 346 |
|
|
2019
Q1 | $30K | Hold |
700
| – | – | 0.02% | 344 |
|
|
2018
Q4 | $28K | Buy |
700
+175
| +33% | +$7K | 0.02% | 325 |
|
|
2018
Q3 | $24K | Buy |
525
+97
| +23% | +$4.43K | 0.02% | 360 |
|
|
2018
Q2 | $20K | Hold |
428
| – | – | 0.01% | 382 |
|
|
2018
Q1 | $23K | Buy |
+428
| New | +$23K | 0.02% | 365 |
|