Blue Bell Private Wealth 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 | $292K | Buy |
2,073
+112
| +6% | +$15.8K | 0.05% | 193 |
|
|
2025
Q1 | $229K | Buy |
1,961
+10
| +0.5% | +$1.17K | 0.04% | 203 |
|
|
2024
Q4 | $245K | Sell |
1,951
-60
| -3% | -$7.54K | 0.05% | 189 |
|
|
2024
Q3 | $210K | Buy |
2,011
+115
| +6% | +$12K | 0.04% | 208 |
|
|
2024
Q2 | $184K | Buy |
1,896
+85
| +5% | +$8.26K | 0.04% | 199 |
|
|
2024
Q1 | $171K | Sell |
1,811
-296
| -14% | -$27.9K | 0.04% | 200 |
|
|
2023
Q4 | $196K | Hold |
2,107
| – | – | 0.05% | 170 |
|
|
2023
Q3 | $172K | Buy |
2,107
+318
| +18% | +$26K | 0.05% | 159 |
|
|
2023
Q2 | $153K | Hold |
1,789
| – | – | 0.04% | 159 |
|
|
2023
Q1 | $157K | Buy |
1,789
+15
| +0.8% | +$1.32K | 0.05% | 138 |
|
|
2022
Q4 | $151K | Buy |
1,774
+10
| +0.6% | +$850 | 0.05% | 133 |
|
|
2022
Q3 | $139K | Sell |
1,764
-69
| -4% | -$5.44K | 0.05% | 130 |
|
|
2022
Q2 | $139K | Sell |
1,833
-50
| -3% | -$3.79K | 0.05% | 129 |
|
|
2022
Q1 | $165K | Hold |
1,883
| – | – | 0.05% | 115 |
|
|
2021
Q4 | $185K | Buy |
+1,883
| New | +$185K | 0.05% | 106 |
|
|
2016
Q4 | – | Sell |
-1,311
| Closed | -$43K | – | 341 |
|
|
2016
Q3 | $43K | Hold |
1,311
| – | – | 0.03% | 222 |
|
|
2016
Q2 | $35K | Hold |
1,311
| – | – | 0.02% | 240 |
|
|
2016
Q1 | $33K | Hold |
1,311
| – | – | 0.02% | 252 |
|
|
2015
Q4 | $42K | Sell |
1,311
-100
| -7% | -$3.2K | 0.03% | 231 |
|
|
2015
Q3 | $44K | Sell |
1,411
-200
| -12% | -$6.24K | 0.03% | 231 |
|
|
2015
Q2 | $62K | Hold |
1,611
| – | – | 0.04% | 195 |
|
|
2015
Q1 | $57K | Sell |
1,611
-550
| -25% | -$19.5K | 0.03% | 206 |
|
|
2014
Q4 | $83K | Buy |
2,161
+19
| +0.9% | +$730 | 0.05% | 178 |
|
|
2014
Q3 | $74K | Sell |
2,142
-300
| -12% | -$10.4K | 0.04% | 194 |
|
|
2014
Q2 | $79K | Hold |
2,442
| – | – | 0.05% | 182 |
|
|
2014
Q1 | $76K | Buy |
2,442
+16
| +0.7% | +$498 | 0.05% | 160 |
|
|
2013
Q4 | $76K | Buy |
+2,426
| New | +$76K | 0.06% | 154 |
|