BOK Financial Private Wealth’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 | $2.45M | Sell |
17,379
-1,128
| -6% | -$159K | 0.16% | 48 |
|
|
2025
Q1 | $2.16M | Sell |
18,507
-344
| -2% | -$40.1K | 0.16% | 54 |
|
|
2024
Q4 | $2.37M | Sell |
18,851
-2,070
| -10% | -$260K | 0.17% | 55 |
|
|
2024
Q3 | $2.18M | Sell |
20,921
-3,788
| -15% | -$395K | 0.16% | 62 |
|
|
2024
Q2 | $2.4M | Sell |
24,709
-278
| -1% | -$27K | 0.17% | 58 |
|
|
2024
Q1 | $2.35M | Sell |
24,987
-1,861
| -7% | -$175K | 0.18% | 61 |
|
|
2023
Q4 | $2.5M | Sell |
26,848
-1,230
| -4% | -$115K | 0.2% | 59 |
|
|
2023
Q3 | $2.29M | Sell |
28,078
-3,872
| -12% | -$316K | 0.2% | 63 |
|
|
2023
Q2 | $2.73M | Sell |
31,950
-3,775
| -11% | -$322K | 0.22% | 62 |
|
|
2023
Q1 | $3.15M | Buy |
35,725
+928
| +3% | +$81.9K | 0.25% | 59 |
|
|
2022
Q4 | $2.96M | Sell |
34,797
-315
| -0.9% | -$26.8K | 0.25% | 64 |
|
|
2022
Q3 | $2.77M | Sell |
35,112
-264
| -0.7% | -$20.9K | 0.25% | 59 |
|
|
2022
Q2 | $2.69M | Sell |
35,376
-16,124
| -31% | -$1.23M | 0.24% | 65 |
|
|
2022
Q1 | $4.5M | Buy |
51,500
+458
| +0.9% | +$40K | 0.32% | 48 |
|
|
2021
Q4 | $5.01M | Sell |
51,042
-326
| -0.6% | -$32K | 0.35% | 43 |
|
|
2021
Q3 | $5M | Buy |
51,368
+578
| +1% | +$56.2K | 0.4% | 44 |
|
|
2021
Q2 | $4.66M | Buy |
50,790
+1,957
| +4% | +$179K | 0.38% | 45 |
|
|
2021
Q1 | $3.79M | Buy |
48,833
+4,782
| +11% | +$371K | 0.34% | 47 |
|
|
2020
Q4 | $3.02M | Sell |
44,051
-663
| -1% | -$45.4K | 0.29% | 59 |
|
|
2020
Q3 | $2.16M | Sell |
44,714
-2,499
| -5% | -$121K | 0.23% | 74 |
|
|
2020
Q2 | $2.28M | Buy |
47,213
+2,595
| +6% | +$125K | 0.24% | 73 |
|
|
2020
Q1 | $1.52M | Buy |
+44,618
| New | +$1.52M | 0.18% | 90 |
|