Capital Investment Advisors’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 | $3.26M | Buy |
23,164
+43
| +0.2% | +$6.06K | 0.06% | 172 |
|
|
2025
Q1 | $2.7M | Buy |
23,121
+1,383
| +6% | +$161K | 0.05% | 179 |
|
|
2024
Q4 | $2.73M | Buy |
21,738
+693
| +3% | +$87.1K | 0.06% | 181 |
|
|
2024
Q3 | $2.19M | Sell |
21,045
-1,081
| -5% | -$113K | 0.05% | 196 |
|
|
2024
Q2 | $2.15M | Buy |
22,126
+3,405
| +18% | +$331K | 0.05% | 188 |
|
|
2024
Q1 | $1.76M | Buy |
18,721
+403
| +2% | +$37.9K | 0.04% | 209 |
|
|
2023
Q4 | $1.71M | Sell |
18,318
-1,700
| -8% | -$159K | 0.04% | 210 |
|
|
2023
Q3 | $1.63M | Sell |
20,018
-503
| -2% | -$41.1K | 0.05% | 202 |
|
|
2023
Q2 | $1.75M | Sell |
20,521
-677
| -3% | -$57.8K | 0.05% | 180 |
|
|
2023
Q1 | $1.86M | Sell |
21,198
-312
| -1% | -$27.4K | 0.05% | 176 |
|
|
2022
Q4 | $1.83M | Sell |
21,510
-990
| -4% | -$84.2K | 0.06% | 185 |
|
|
2022
Q3 | $1.78M | Buy |
22,500
+1,245
| +6% | +$98.4K | 0.06% | 180 |
|
|
2022
Q2 | $1.62M | Buy |
21,255
+1,415
| +7% | +$108K | 0.05% | 199 |
|
|
2022
Q1 | $1.73M | Buy |
19,840
+627
| +3% | +$54.8K | 0.05% | 206 |
|
|
2021
Q4 | $1.89M | Buy |
19,213
+4,135
| +27% | +$406K | 0.06% | 200 |
|
|
2021
Q3 | $1.47M | Buy |
15,078
+1,750
| +13% | +$170K | 0.05% | 222 |
|
|
2021
Q2 | $1.22M | Buy |
13,328
+1,989
| +18% | +$182K | 0.04% | 237 |
|
|
2021
Q1 | $881K | Buy |
11,339
+914
| +9% | +$71K | 0.03% | 273 |
|
|
2020
Q4 | $714K | Sell |
10,425
-204
| -2% | -$14K | 0.03% | 294 |
|
|
2020
Q3 | $514K | Buy |
10,629
+331
| +3% | +$16K | 0.02% | 316 |
|
|
2020
Q2 | $497K | Buy |
10,298
+117
| +1% | +$5.65K | 0.03% | 313 |
|
|
2020
Q1 | $346K | Buy |
10,181
+1,211
| +14% | +$41.2K | 0.02% | 328 |
|
|
2019
Q4 | $459K | Buy |
8,970
+59
| +0.7% | +$3.02K | 0.02% | 334 |
|
|
2019
Q3 | $380K | Buy |
8,911
+2,015
| +29% | +$85.9K | 0.02% | 350 |
|
|
2019
Q2 | $302K | Sell |
6,896
-727
| -10% | -$31.8K | 0.02% | 381 |
|
|
2019
Q1 | $322K | Sell |
7,623
-430
| -5% | -$18.2K | 0.02% | 364 |
|
|
2018
Q4 | $319K | Buy |
8,053
+696
| +9% | +$27.6K | 0.02% | 354 |
|
|
2018
Q3 | $343K | Sell |
7,357
-94
| -1% | -$4.38K | 0.02% | 368 |
|
|
2018
Q2 | $353K | Buy |
7,451
+197
| +3% | +$9.33K | 0.02% | 364 |
|
|
2018
Q1 | $391K | Sell |
7,254
-3,376
| -32% | -$182K | 0.03% | 338 |
|
|
2017
Q4 | $558K | Buy |
10,630
+312
| +3% | +$16.4K | 0.04% | 276 |
|
|
2017
Q3 | $497K | Sell |
10,318
-544
| -5% | -$26.2K | 0.03% | 278 |
|
|
2017
Q2 | $484K | Buy |
10,862
+3
| +0% | +$134 | 0.03% | 283 |
|
|
2017
Q1 | $465K | Buy |
10,859
+724
| +7% | +$31K | 0.04% | 297 |
|
|
2016
Q4 | $428K | Buy |
10,135
+2,800
| +38% | +$118K | 0.04% | 296 |
|
|
2016
Q3 | $235K | Buy |
+7,335
| New | +$235K | 0.02% | 379 |
|