Capital Investment 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 | $2.13M | Buy |
15,089
+423
| +3% | +$59.6K | 0.17% | 135 |
|
|
2025
Q1 | $1.71M | Buy |
14,666
+194
| +1% | +$22.6K | 0.15% | 152 |
|
|
2024
Q4 | $1.82M | Buy |
14,472
+352
| +2% | +$44.3K | 0.18% | 130 |
|
|
2024
Q3 | $1.47M | Buy |
14,120
+391
| +3% | +$40.8K | 0.14% | 153 |
|
|
2024
Q2 | $1.33M | Sell |
13,729
-86
| -0.6% | -$8.36K | 0.14% | 155 |
|
|
2024
Q1 | $1.3M | Buy |
13,815
+370
| +3% | +$34.8K | 0.14% | 161 |
|
|
2023
Q4 | $1.25M | Buy |
13,445
+2,528
| +23% | +$236K | 0.12% | 160 |
|
|
2023
Q3 | $892K | Buy |
10,917
+776
| +8% | +$63.4K | 0.09% | 194 |
|
|
2023
Q2 | $866K | Buy |
10,141
+2,224
| +28% | +$190K | 0.09% | 195 |
|
|
2023
Q1 | $695K | Buy |
7,917
+862
| +12% | +$75.7K | 0.08% | 209 |
|
|
2022
Q4 | $600K | Sell |
7,055
-150
| -2% | -$12.8K | 0.07% | 234 |
|
|
2022
Q3 | $569K | Buy |
7,205
+3,259
| +83% | +$257K | 0.07% | 227 |
|
|
2022
Q2 | $300K | Buy |
3,946
+1,529
| +63% | +$116K | 0.04% | 355 |
|
|
2022
Q1 | $211K | Buy |
2,417
+250
| +12% | +$21.8K | 0.02% | 474 |
|
|
2021
Q4 | $213K | Buy |
+2,167
| New | +$213K | 0.03% | 458 |
|
|
2019
Q4 | – | Sell |
-1,846
| Closed | -$79K | – | 986 |
|
|
2019
Q3 | $79K | Sell |
1,846
-5
| -0.3% | -$214 | 0.02% | 444 |
|
|
2019
Q2 | $82K | Buy |
1,851
+1,259
| +213% | +$55.8K | 0.02% | 433 |
|
|
2019
Q1 | $25K | Buy |
592
+105
| +22% | +$4.43K | 0.01% | 632 |
|
|
2018
Q4 | $19K | Buy |
+487
| New | +$19K | 0.01% | 651 |
|