Beta Wealth 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 | $512K | Sell |
3,632
-1,096
| -23% | -$154K | 0.19% | 71 |
|
|
2025
Q1 | $552K | Buy |
4,728
+202
| +4% | +$23.6K | 0.2% | 61 |
|
|
2024
Q4 | $569K | Sell |
4,526
-2,398
| -35% | -$301K | 0.25% | 63 |
|
|
2024
Q3 | $722K | Buy |
6,924
+405
| +6% | +$42.2K | 0.33% | 51 |
|
|
2024
Q2 | $634K | Buy |
6,519
+205
| +3% | +$19.9K | 0.3% | 55 |
|
|
2024
Q1 | $595K | Sell |
6,314
-396
| -6% | -$37.3K | 0.29% | 54 |
|
|
2023
Q4 | $626K | Buy |
6,710
+806
| +14% | +$75.2K | 0.33% | 46 |
|
|
2023
Q3 | $482K | Buy |
5,904
+104
| +2% | +$8.49K | 0.29% | 63 |
|
|
2023
Q2 | $495K | Buy |
5,800
+900
| +18% | +$76.9K | 0.29% | 60 |
|
|
2023
Q1 | $430K | Buy |
4,900
+300
| +7% | +$26.3K | 0.25% | 64 |
|
|
2022
Q4 | $391K | Buy |
4,600
+300
| +7% | +$25.5K | 0.26% | 66 |
|
|
2022
Q3 | $340K | Buy |
4,300
+300
| +8% | +$23.7K | 0.25% | 57 |
|
|
2022
Q2 | $304K | Buy |
4,000
+300
| +8% | +$22.8K | 0.2% | 64 |
|
|
2022
Q1 | $323K | Buy |
+3,700
| New | +$323K | 0.22% | 65 |
|
|
2021
Q3 | – | Sell |
-2,300
| Closed | -$211K | – | 66 |
|
|
2021
Q2 | $211K | Buy |
+2,300
| New | +$211K | 0.15% | 62 |
|