Carmichael Hill & Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $82.5K | Buy |
791
+6
| +0.8% | +$626 | 0.03% | 251 |
|
|
2024
Q2 | $76.3K | Buy |
785
+205
| +35% | +$19.9K | 0.03% | 244 |
|
|
2024
Q1 | $54.6K | Sell |
580
-2
| -0.3% | -$188 | 0.02% | 290 |
|
|
2023
Q4 | $54.2K | Buy |
582
+5
| +0.9% | +$466 | 0.02% | 280 |
|
|
2023
Q3 | $47.1K | Sell |
577
-165
| -22% | -$13.5K | 0.02% | 286 |
|
|
2023
Q2 | $63.4K | Buy |
742
+4
| +0.5% | +$342 | 0.03% | 258 |
|
|
2023
Q1 | $64.8K | Buy |
738
+3
| +0.4% | +$263 | 0.03% | 246 |
|
|
2022
Q4 | $62.5K | Buy |
735
+4
| +0.5% | +$340 | 0.03% | 249 |
|
|
2022
Q3 | $58K | Buy |
731
+68
| +10% | +$5.4K | 0.03% | 257 |
|
|
2022
Q2 | $50K | Hold |
663
| – | – | 0.03% | 275 |
|
|
2022
Q1 | $58K | Hold |
663
| – | – | 0.03% | 271 |
|
|
2021
Q4 | $65K | Hold |
663
| – | – | 0.03% | 250 |
|
|
2021
Q3 | $65K | Hold |
663
| – | – | 0.03% | 237 |
|
|
2021
Q2 | $61K | Sell |
663
-37
| -5% | -$3.4K | 0.03% | 250 |
|
|
2021
Q1 | $54K | Buy |
700
+2
| +0.3% | +$154 | 0.03% | 264 |
|
|
2020
Q4 | $48K | Buy |
698
+543
| +350% | +$37.3K | 0.03% | 269 |
|
|
2020
Q3 | $7K | Hold |
155
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $7K | Hold |
155
| – | – | 0.01% | 451 |
|
|
2020
Q1 | $5K | Hold |
155
| – | – | ﹤0.01% | 459 |
|
|
2019
Q4 | $8K | Buy |
+155
| New | +$8K | 0.01% | 444 |
|