Belpointe Asset 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 | $503K | Buy |
3,570
+112
| +3% | +$15.8K | 0.02% | 573 |
|
|
2025
Q1 | $403K | Sell |
3,458
-4,012
| -54% | -$468K | 0.02% | 622 |
|
|
2024
Q4 | $774K | Buy |
7,470
+783
| +12% | +$81.1K | 0.05% | 390 |
|
|
2024
Q3 | $697K | Sell |
6,687
-900
| -12% | -$93.8K | 0.04% | 408 |
|
|
2024
Q2 | $737K | Sell |
7,587
-8,704
| -53% | -$846K | 0.05% | 355 |
|
|
2024
Q1 | $1.53M | Sell |
16,291
-2,267
| -12% | -$213K | 0.11% | 173 |
|
|
2023
Q4 | $1.73M | Buy |
18,558
+2,051
| +12% | +$191K | 0.15% | 133 |
|
|
2023
Q3 | $1.35M | Buy |
16,507
+6,031
| +58% | +$493K | 0.14% | 151 |
|
|
2023
Q2 | $895K | Sell |
10,476
-10,986
| -51% | -$938K | 0.09% | 206 |
|
|
2023
Q1 | $1.88M | Buy |
21,462
+7,794
| +57% | +$684K | 0.1% | 207 |
|
|
2022
Q4 | $1.16M | Sell |
13,668
-6,392
| -32% | -$543K | 0.07% | 282 |
|
|
2022
Q3 | $1.59M | Sell |
20,060
-13,361
| -40% | -$1.06M | 0.11% | 202 |
|
|
2022
Q2 | $2.54M | Sell |
33,421
-1,434
| -4% | -$109K | 0.17% | 126 |
|
|
2022
Q1 | $3.05M | Buy |
34,855
+16,078
| +86% | +$1.4M | 0.18% | 109 |
|
|
2021
Q4 | $1.84M | Buy |
18,777
+12,995
| +225% | +$1.28M | 0.11% | 179 |
|
|
2021
Q3 | $563K | Buy |
5,782
+726
| +14% | +$70.7K | 0.04% | 473 |
|
|
2021
Q2 | $465K | Sell |
5,056
-167
| -3% | -$15.4K | 0.03% | 521 |
|
|
2021
Q1 | $405K | Sell |
5,223
-5,862
| -53% | -$455K | 0.03% | 497 |
|
|
2020
Q4 | $760K | Sell |
11,085
-534
| -5% | -$36.6K | 0.07% | 307 |
|
|
2020
Q3 | $562K | Buy |
11,619
+67
| +0.6% | +$3.24K | 0.06% | 311 |
|
|
2020
Q2 | $558K | Buy |
+11,552
| New | +$558K | 0.07% | 280 |
|
|
2018
Q2 | – | Sell |
-9,250
| Closed | -$499K | – | 373 |
|
|
2018
Q1 | $499K | Buy |
+9,250
| New | +$499K | 0.15% | 161 |
|
|
2017
Q4 | – | Sell |
-9,638
| Closed | -$464K | – | 483 |
|
|
2017
Q3 | $464K | Buy |
+9,638
| New | +$464K | 0.11% | 206 |
|