Brightworth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.85M | Sell |
124,652
-517
| -0.4% | -$40.8K | 1.06% | 23 |
|
|
2022
Q2 | $9.52M | Buy |
125,169
+700
| +0.6% | +$53.2K | 1.02% | 26 |
|
|
2022
Q1 | $10.9M | Buy |
124,469
+1,409
| +1% | +$123K | 1.1% | 27 |
|
|
2021
Q4 | $12.1M | Buy |
123,060
+197
| +0.2% | +$19.3K | 1.11% | 21 |
|
|
2021
Q3 | $12M | Buy |
122,863
+436
| +0.4% | +$42.4K | 1.08% | 19 |
|
|
2021
Q2 | $11.2M | Buy |
122,427
+2,197
| +2% | +$201K | 0.96% | 20 |
|
|
2021
Q1 | $9.34M | Sell |
120,230
-65
| -0.1% | -$5.05K | 0.86% | 22 |
|
|
2020
Q4 | $8.24M | Sell |
120,295
-6
| -0% | -$411 | 0.82% | 25 |
|
|
2020
Q3 | $5.82M | Buy |
120,301
+3,574
| +3% | +$173K | 0.65% | 29 |
|
|
2020
Q2 | $5.64M | Buy |
116,727
+4,688
| +4% | +$226K | 0.78% | 29 |
|
|
2020
Q1 | $3.81M | Buy |
112,039
+7,266
| +7% | +$247K | 0.66% | 31 |
|
|
2019
Q4 | $5.36M | Buy |
104,773
+7,287
| +7% | +$373K | 1% | 30 |
|
|
2019
Q3 | $4.16M | Buy |
97,486
+13,647
| +16% | +$582K | 0.86% | 30 |
|
|
2019
Q2 | $3.67M | Buy |
83,839
+5,048
| +6% | +$221K | 0.78% | 32 |
|
|
2019
Q1 | $3.33M | Buy |
+78,791
| New | +$3.33M | 0.7% | 35 |
|