Buckingham Strategic Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $592K | Sell |
6,094
-903
| -13% | -$87.8K | 0.01% | 430 |
|
|
2024
Q1 | $659K | Buy |
6,997
+1,158
| +20% | +$109K | 0.01% | 409 |
|
|
2023
Q4 | $545K | Buy |
5,839
+769
| +15% | +$71.7K | 0.01% | 421 |
|
|
2023
Q3 | $414K | Buy |
5,070
+146
| +3% | +$11.9K | 0.01% | 459 |
|
|
2023
Q2 | $421K | Sell |
4,924
-1,551
| -24% | -$132K | 0.01% | 462 |
|
|
2023
Q1 | $551K | Hold |
6,475
| – | – | 0.01% | 360 |
|
|
2022
Q4 | $551K | Buy |
6,475
+1,818
| +39% | +$155K | 0.01% | 362 |
|
|
2022
Q3 | $368K | Buy |
4,657
+121
| +3% | +$9.56K | 0.01% | 427 |
|
|
2022
Q2 | $345K | Sell |
4,536
-347
| -7% | -$26.4K | 0.01% | 443 |
|
|
2022
Q1 | $427K | Buy |
4,883
+345
| +8% | +$30.2K | 0.01% | 395 |
|
|
2021
Q4 | $445K | Sell |
4,538
-61
| -1% | -$5.98K | 0.01% | 391 |
|
|
2021
Q3 | $448K | Buy |
4,599
+21
| +0.5% | +$2.05K | 0.01% | 375 |
|
|
2021
Q2 | $420K | Buy |
4,578
+338
| +8% | +$31K | 0.01% | 401 |
|
|
2021
Q1 | $329K | Buy |
4,240
+872
| +26% | +$67.7K | 0.02% | 415 |
|
|
2020
Q4 | $231K | Buy |
+3,368
| New | +$231K | 0.01% | 477 |
|