Bell Investment 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 | $94.9K | Buy |
674
+73
| +12% | +$10.3K | 0.02% | 165 |
|
|
2025
Q1 | $70.1K | Hold |
601
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $75.6K | Sell |
601
-4
| -0.7% | -$503 | 0.01% | 170 |
|
|
2024
Q3 | $63.1K | Buy |
605
+5
| +0.8% | +$521 | 0.01% | 193 |
|
|
2024
Q2 | $58.3K | Buy |
600
+10
| +2% | +$972 | 0.01% | 194 |
|
|
2024
Q1 | $55.6K | Buy |
590
+42
| +8% | +$3.96K | 0.01% | 197 |
|
|
2023
Q4 | $51.1K | Sell |
548
-76
| -12% | -$7.09K | 0.01% | 193 |
|
|
2023
Q3 | $51K | Buy |
624
+18
| +3% | +$1.47K | 0.01% | 175 |
|
|
2023
Q2 | $51.8K | Sell |
606
-1
| -0.2% | -$85 | 0.01% | 162 |
|
|
2023
Q1 | $53.3K | Sell |
607
-95
| -14% | -$8.34K | 0.01% | 156 |
|
|
2022
Q4 | $59.7K | Buy |
702
+21
| +3% | +$1.79K | 0.01% | 145 |
|
|
2022
Q3 | $54K | Buy |
681
+148
| +28% | +$11.7K | 0.02% | 128 |
|
|
2022
Q2 | $41K | Buy |
+533
| New | +$41K | 0.01% | 154 |
|
|
2021
Q4 | $70K | Buy |
710
+71
| +11% | +$7K | 0.02% | 127 |
|
|
2021
Q3 | $62K | Buy |
+639
| New | +$62K | 0.02% | 122 |
|