Benjamin Edwards Inc’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
26,110
+730
| +3% | +$103K | 0.05% | 333 |
|
|
2025
Q1 | $2.96M | Sell |
25,380
-278
| -1% | -$32.4K | 0.04% | 340 |
|
|
2024
Q4 | $3.23M | Buy |
25,658
+2,786
| +12% | +$350K | 0.05% | 345 |
|
|
2024
Q3 | $2.38M | Buy |
22,872
+22,150
| +3,068% | +$2.31M | 0.03% | 399 |
|
|
2024
Q2 | $70K | Sell |
722
-5,243
| -88% | -$508K | 0.01% | 460 |
|
|
2024
Q1 | $562K | Sell |
5,965
-59
| -1% | -$5.56K | 0.11% | 205 |
|
|
2023
Q4 | $562K | Buy |
6,024
+204
| +4% | +$19K | 0.12% | 191 |
|
|
2023
Q3 | $475K | Buy |
5,820
+5,212
| +857% | +$425K | 0.11% | 190 |
|
|
2023
Q2 | $52K | Buy |
608
+8
| +1% | +$684 | 0.01% | 459 |
|
|
2023
Q1 | $53K | Hold |
600
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $51K | Hold |
600
| – | – | 0.01% | 417 |
|
|
2022
Q3 | $47K | Hold |
600
| – | – | 0.01% | 423 |
|
|
2022
Q2 | $46K | Sell |
600
-1,514
| -72% | -$116K | 0.01% | 436 |
|
|
2022
Q1 | $185K | Sell |
2,114
-3
| -0.1% | -$263 | 0.05% | 286 |
|
|
2021
Q4 | $208K | Buy |
2,117
+126
| +6% | +$12.4K | 0.07% | 252 |
|
|
2021
Q3 | $194K | Buy |
1,991
+1,391
| +232% | +$136K | 0.12% | 180 |
|
|
2021
Q2 | $55K | Hold |
600
| – | – | 0.04% | 265 |
|
|
2021
Q1 | $47K | Hold |
600
| – | – | 0.04% | 257 |
|
|
2020
Q4 | $41K | Hold |
600
| – | – | 0.03% | 259 |
|
|
2020
Q3 | $29K | Hold |
600
| – | – | 0.02% | 257 |
|
|
2020
Q2 | $29K | Buy |
+600
| New | +$29K | 0.02% | 239 |
|