Bogart Wealth LLC’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 | $135K | Sell |
955
-207
| -18% | -$29.2K | 0.01% | 292 |
|
|
2025
Q1 | $136K | Buy |
1,162
+54
| +5% | +$6.3K | 0.01% | 267 |
|
|
2024
Q4 | $139K | Buy |
1,108
+138
| +14% | +$17.4K | 0.01% | 256 |
|
|
2024
Q3 | $101K | Hold |
970
| – | – | ﹤0.01% | 308 |
|
|
2024
Q2 | $94.3K | Hold |
970
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $91.3K | Sell |
970
-607
| -38% | -$57.2K | ﹤0.01% | 294 |
|
|
2023
Q4 | $147K | Buy |
1,577
+57
| +4% | +$5.32K | 0.01% | 219 |
|
|
2023
Q3 | $124K | Sell |
1,520
-105
| -6% | -$8.58K | 0.01% | 229 |
|
|
2023
Q2 | $139K | Sell |
1,625
-40
| -2% | -$3.42K | 0.01% | 214 |
|
|
2023
Q1 | $146K | Buy |
1,665
+104
| +7% | +$9.13K | 0.01% | 198 |
|
|
2022
Q4 | $133K | Buy |
1,561
+171
| +12% | +$14.5K | 0.01% | 206 |
|
|
2022
Q3 | $110K | Buy |
1,390
+465
| +50% | +$36.8K | 0.01% | 207 |
|
|
2022
Q2 | $70K | Buy |
925
+109
| +13% | +$8.25K | 0.01% | 245 |
|
|
2022
Q1 | $71K | Sell |
816
-161
| -16% | -$14K | 0.01% | 242 |
|
|
2021
Q4 | $96K | Hold |
977
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $95K | Sell |
977
-107
| -10% | -$10.4K | 0.01% | 192 |
|
|
2021
Q2 | $99K | Sell |
1,084
-55,171
| -98% | -$5.04M | 0.01% | 180 |
|
|
2021
Q1 | $4.37M | Buy |
56,255
+13,658
| +32% | +$1.06M | 0.61% | 31 |
|
|
2020
Q4 | $2.92M | Buy |
42,597
+3,848
| +10% | +$264K | 0.54% | 33 |
|
|
2020
Q3 | $1.87M | Buy |
38,749
+45
| +0.1% | +$2.18K | 0.42% | 40 |
|
|
2020
Q2 | $1.87M | Buy |
38,704
+4,025
| +12% | +$194K | 0.44% | 40 |
|
|
2020
Q1 | $1.18M | Buy |
+34,679
| New | +$1.18M | 0.32% | 47 |
|