Capital Asset Advisory Services’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 | $3.45M | Buy |
24,460
+1,952
| +9% | +$275K | 0.16% | 80 |
|
|
2025
Q1 | $2.68M | Sell |
22,508
-91
| -0.4% | -$10.9K | 0.14% | 98 |
|
|
2024
Q4 | $2.85M | Buy |
22,599
+113
| +0.5% | +$14.2K | 0.14% | 94 |
|
|
2024
Q3 | $2.42M | Sell |
22,486
-301
| -1% | -$32.4K | 0.12% | 104 |
|
|
2024
Q2 | $2.34M | Buy |
22,787
+1,582
| +7% | +$162K | 0.13% | 102 |
|
|
2024
Q1 | $1.96M | Buy |
21,205
+3,447
| +19% | +$319K | 0.11% | 106 |
|
|
2023
Q4 | $1.66M | Buy |
17,758
+3,386
| +24% | +$316K | 0.1% | 113 |
|
|
2023
Q3 | $1.13M | Buy |
14,372
+3,970
| +38% | +$313K | 0.08% | 123 |
|
|
2023
Q2 | $892K | Buy |
10,402
+947
| +10% | +$81.2K | 0.06% | 136 |
|
|
2023
Q1 | $830K | Buy |
9,455
+2,171
| +30% | +$191K | 0.06% | 143 |
|
|
2022
Q4 | $619K | Buy |
7,284
+3,396
| +87% | +$289K | 0.05% | 179 |
|
|
2022
Q3 | $307K | Buy |
+3,888
| New | +$307K | 0.04% | 240 |
|
|
2021
Q1 | – | Sell |
-522
| Closed | -$36K | – | 1179 |
|
|
2020
Q4 | $36K | Buy |
+522
| New | +$36K | 0.01% | 691 |
|