Berger Financial Group’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 | $840K | Sell |
5,967
-137
| -2% | -$19.3K | 0.05% | 209 |
|
|
2025
Q1 | $712K | Buy |
6,104
+258
| +4% | +$30.1K | 0.05% | 216 |
|
|
2024
Q4 | $735K | Buy |
5,846
+11
| +0.2% | +$1.38K | 0.05% | 205 |
|
|
2024
Q3 | $608K | Buy |
5,835
+65
| +1% | +$6.78K | 0.04% | 211 |
|
|
2024
Q2 | $561K | Sell |
5,770
-54
| -0.9% | -$5.25K | 0.04% | 200 |
|
|
2024
Q1 | $548K | Sell |
5,824
-308
| -5% | -$29K | 0.05% | 195 |
|
|
2023
Q4 | $572K | Buy |
6,132
+481
| +9% | +$44.9K | 0.06% | 157 |
|
|
2023
Q3 | $461K | Sell |
5,651
-125
| -2% | -$10.2K | 0.05% | 162 |
|
|
2023
Q2 | $493K | Sell |
5,776
-101
| -2% | -$8.63K | 0.06% | 158 |
|
|
2023
Q1 | $516K | Sell |
5,877
-167
| -3% | -$14.7K | 0.06% | 151 |
|
|
2022
Q4 | $514K | Buy |
6,044
+1
| +0% | +$85 | 0.07% | 146 |
|
|
2022
Q3 | $477K | Buy |
6,043
+32
| +0.5% | +$2.53K | 0.07% | 141 |
|
|
2022
Q2 | $457K | Buy |
6,011
+422
| +8% | +$32.1K | 0.07% | 148 |
|
|
2022
Q1 | $489K | Buy |
5,589
+1,082
| +24% | +$94.7K | 0.06% | 152 |
|
|
2021
Q4 | $442K | Buy |
4,507
+462
| +11% | +$45.3K | 0.06% | 163 |
|
|
2021
Q3 | $394K | Buy |
4,045
+453
| +13% | +$44.1K | 0.07% | 135 |
|
|
2021
Q2 | $328K | Buy |
3,592
+189
| +6% | +$17.3K | 0.06% | 151 |
|
|
2021
Q1 | $264K | Buy |
3,403
+71
| +2% | +$5.51K | 0.06% | 159 |
|
|
2020
Q4 | $228K | Buy |
+3,332
| New | +$228K | 0.04% | 188 |
|