Bell & Brown Wealth 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 | $638K | Buy |
4,528
+23
| +0.5% | +$3.24K | 0.23% | 57 |
|
|
2025
Q1 | $526K | Buy |
4,505
+22
| +0.5% | +$2.57K | 0.21% | 58 |
|
|
2024
Q4 | $564K | Buy |
4,483
+27
| +0.6% | +$3.4K | 0.21% | 58 |
|
|
2024
Q3 | $465K | Buy |
4,456
+29
| +0.7% | +$3.02K | 0.18% | 58 |
|
|
2024
Q2 | $430K | Buy |
4,427
+27
| +0.6% | +$2.62K | 0.16% | 57 |
|
|
2024
Q1 | $414K | Sell |
4,400
-45
| -1% | -$4.24K | 0.18% | 59 |
|
|
2023
Q4 | $415K | Buy |
+4,445
| New | +$415K | 0.19% | 59 |
|
|
2023
Q2 | $373K | Buy |
4,365
+87
| +2% | +$7.43K | 0.19% | 60 |
|
|
2023
Q1 | $376K | Buy |
4,278
+23
| +0.5% | +$2.02K | 0.2% | 59 |
|
|
2022
Q4 | $362K | Buy |
4,255
+24
| +0.6% | +$2.04K | 0.2% | 60 |
|
|
2022
Q3 | $334K | Buy |
4,231
+36
| +0.9% | +$2.84K | 0.21% | 57 |
|
|
2022
Q2 | $319K | Buy |
4,195
+36
| +0.9% | +$2.74K | 0.17% | 64 |
|
|
2022
Q1 | $363K | Sell |
4,159
-468
| -10% | -$40.8K | 0.16% | 61 |
|
|
2021
Q4 | $501K | Buy |
4,627
+32
| +0.7% | +$3.47K | 0.24% | 56 |
|
|
2021
Q3 | $447K | Buy |
+4,595
| New | +$447K | 0.24% | 57 |
|
|
2020
Q3 | $257K | Buy |
5,049
+34
| +0.7% | +$1.73K | 0.19% | 67 |
|
|
2020
Q2 | $250K | Buy |
+5,015
| New | +$250K | 0.2% | 66 |
|
|
2020
Q1 | – | Sell |
-4,840
| Closed | -$254K | – | 76 |
|
|
2019
Q4 | $254K | Buy |
+4,840
| New | +$254K | 0.19% | 73 |
|
|
2019
Q3 | – | Sell |
-4,763
| Closed | -$209K | – | 86 |
|
|
2019
Q2 | $209K | Buy |
4,763
+32
| +0.7% | +$1.4K | 0.18% | 76 |
|
|
2019
Q1 | $200K | Buy |
+4,731
| New | +$200K | 0.18% | 79 |
|
|
2018
Q4 | – | Sell |
-4,665
| Closed | -$213K | – | 82 |
|
|
2018
Q3 | $213K | Buy |
4,665
+29
| +0.6% | +$1.32K | 0.2% | 81 |
|
|
2018
Q2 | $220K | Buy |
4,636
+21
| +0.5% | +$997 | 0.22% | 79 |
|
|
2018
Q1 | $237K | Buy |
4,615
+20
| +0.4% | +$1.03K | 0.25% | 82 |
|
|
2017
Q4 | $241K | Buy |
+4,595
| New | +$241K | 0.25% | 75 |
|