BSW Wealth Partners’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 | $803K | Buy |
5,699
+393
| +7% | +$55.4K | 0.11% | 109 |
|
|
2025
Q1 | $619K | Sell |
5,306
-1,285
| -19% | -$150K | 0.09% | 130 |
|
|
2024
Q4 | $829K | Buy |
6,591
+1,103
| +20% | +$139K | 0.12% | 103 |
|
|
2024
Q3 | $572K | Buy |
5,488
+480
| +10% | +$50K | 0.09% | 132 |
|
|
2024
Q2 | $487K | Buy |
5,008
+280
| +6% | +$27.2K | 0.08% | 137 |
|
|
2024
Q1 | $445K | Sell |
4,728
-682
| -13% | -$64.2K | 0.08% | 152 |
|
|
2023
Q4 | $504K | Sell |
5,410
-198
| -4% | -$18.5K | 0.1% | 122 |
|
|
2023
Q3 | $458K | Buy |
5,608
+358
| +7% | +$29.2K | 0.1% | 120 |
|
|
2023
Q2 | $448K | Sell |
5,250
-148
| -3% | -$12.6K | 0.09% | 121 |
|
|
2023
Q1 | $474K | Buy |
5,398
+61
| +1% | +$5.36K | 0.1% | 142 |
|
|
2022
Q4 | $454K | Sell |
5,337
-838
| -14% | -$71.3K | 0.1% | 147 |
|
|
2022
Q3 | $488K | Buy |
6,175
+23
| +0.4% | +$1.82K | 0.12% | 116 |
|
|
2022
Q2 | $468K | Buy |
6,152
+269
| +5% | +$20.5K | 0.11% | 130 |
|
|
2022
Q1 | $514K | Buy |
5,883
+465
| +9% | +$40.6K | 0.13% | 118 |
|
|
2021
Q4 | $532K | Buy |
5,418
+1,244
| +30% | +$122K | 0.13% | 115 |
|
|
2021
Q3 | $406K | Buy |
+4,174
| New | +$406K | 0.11% | 125 |
|