Bragg Financial Advisors’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 | $360K | Sell |
2,553
-40
| -2% | -$5.63K | 0.01% | 296 |
|
|
2025
Q1 | $303K | Buy |
2,593
+2
| +0.1% | +$233 | 0.01% | 294 |
|
|
2024
Q4 | $326K | Buy |
2,591
+70
| +3% | +$8.8K | 0.01% | 291 |
|
|
2024
Q3 | $263K | Hold |
2,521
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $245K | Hold |
2,521
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $237K | Hold |
2,521
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $235K | Sell |
2,521
-300
| -11% | -$28K | 0.01% | 301 |
|
|
2023
Q3 | $230K | Hold |
2,821
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $241K | Sell |
2,821
-366
| -11% | -$31.3K | 0.01% | 302 |
|
|
2023
Q1 | $280K | Hold |
3,187
| – | – | 0.02% | 283 |
|
|
2022
Q4 | $271K | Sell |
3,187
-8
| -0.3% | -$680 | 0.02% | 281 |
|
|
2022
Q3 | $252K | Sell |
3,195
-52
| -2% | -$4.1K | 0.02% | 273 |
|
|
2022
Q2 | $247K | Sell |
3,247
-82
| -2% | -$6.24K | 0.02% | 282 |
|
|
2022
Q1 | $291K | Hold |
3,329
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $324K | Hold |
3,329
| – | – | 0.02% | 264 |
|
|
2021
Q3 | $324K | Hold |
3,329
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $305K | Buy |
3,329
+544
| +20% | +$49.8K | 0.02% | 272 |
|
|
2021
Q1 | $216K | Buy |
+2,785
| New | +$216K | 0.01% | 284 |
|