Brookstone Capital 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 | $3.18M | Buy |
22,591
+1,488
| +7% | +$210K | 0.04% | 347 |
|
|
2025
Q1 | $2.46M | Buy |
21,103
+13,349
| +172% | +$1.56M | 0.04% | 372 |
|
|
2024
Q4 | $975K | Buy |
7,754
+726
| +10% | +$91.3K | 0.01% | 541 |
|
|
2024
Q3 | $733K | Buy |
7,028
+108
| +2% | +$11.3K | 0.01% | 592 |
|
|
2024
Q2 | $740K | Buy |
6,920
+175
| +3% | +$18.7K | 0.01% | 558 |
|
|
2024
Q1 | $635K | Sell |
6,745
-566
| -8% | -$53.3K | 0.01% | 577 |
|
|
2023
Q4 | $682K | Sell |
7,311
-1,608
| -18% | -$150K | 0.01% | 537 |
|
|
2023
Q3 | $650K | Sell |
8,919
-4,403
| -33% | -$321K | 0.01% | 515 |
|
|
2023
Q2 | $1.11M | Buy |
13,322
+3,103
| +30% | +$259K | 0.02% | 415 |
|
|
2023
Q1 | $912K | Buy |
10,219
+743
| +8% | +$66.3K | 0.02% | 469 |
|
|
2022
Q4 | $830K | Sell |
9,476
-92
| -1% | -$8.06K | 0.02% | 471 |
|
|
2022
Q3 | $733K | Sell |
9,568
-336
| -3% | -$25.7K | 0.02% | 475 |
|
|
2022
Q2 | $760K | Sell |
9,904
-1,451
| -13% | -$111K | 0.02% | 470 |
|
|
2022
Q1 | $954K | Buy |
11,355
+1,421
| +14% | +$119K | 0.02% | 430 |
|
|
2021
Q4 | $1.03M | Buy |
9,934
+334
| +3% | +$34.8K | 0.02% | 387 |
|
|
2021
Q3 | $946K | Buy |
9,600
+1,856
| +24% | +$183K | 0.02% | 390 |
|
|
2021
Q2 | $722K | Buy |
+7,744
| New | +$722K | 0.01% | 419 |
|
|
2015
Q4 | – | Sell |
-2,680
| Closed | -$84K | – | 618 |
|
|
2015
Q3 | $84K | Buy |
2,680
+76
| +3% | +$2.38K | 0.02% | 301 |
|
|
2015
Q2 | $101K | Buy |
+2,604
| New | +$101K | 0.01% | 337 |
|