Carolinas Wealth Consulting’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 | – | Sell |
-1,067
| Closed | -$124K | – | 596 |
|
|
2025
Q1 | $124K | Buy |
1,067
+9
| +0.9% | +$1.05K | 0.03% | 219 |
|
|
2024
Q4 | $133K | Sell |
1,058
-10
| -0.9% | -$1.26K | 0.03% | 218 |
|
|
2024
Q3 | $111K | Buy |
1,068
+27
| +3% | +$2.81K | 0.02% | 242 |
|
|
2024
Q2 | $101K | Buy |
1,041
+2
| +0.2% | +$194 | 0.02% | 255 |
|
|
2024
Q1 | $97.9K | Sell |
1,039
-5
| -0.5% | -$471 | 0.02% | 258 |
|
|
2023
Q4 | $97.3K | Buy |
1,044
+35
| +3% | +$3.26K | 0.02% | 236 |
|
|
2023
Q3 | $71.4K | Sell |
1,009
-181
| -15% | -$12.8K | 0.02% | 267 |
|
|
2023
Q2 | $102K | Sell |
1,190
-51
| -4% | -$4.35K | 0.02% | 257 |
|
|
2023
Q1 | $109K | Buy |
1,241
+111
| +10% | +$9.74K | 0.02% | 257 |
|
|
2022
Q4 | $96.1K | Buy |
1,130
+413
| +58% | +$35.1K | 0.02% | 270 |
|
|
2022
Q3 | $57K | Buy |
717
+131
| +22% | +$10.4K | 0.01% | 309 |
|
|
2022
Q2 | $45K | Hold |
586
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $51K | Hold |
586
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $58K | Hold |
586
| – | – | 0.01% | 343 |
|
|
2021
Q3 | $57K | Sell |
586
-789
| -57% | -$76.7K | 0.01% | 325 |
|
|
2021
Q2 | $126K | Sell |
1,375
-366
| -21% | -$33.5K | 0.03% | 232 |
|
|
2021
Q1 | $135K | Buy |
1,741
+169
| +11% | +$13.1K | 0.03% | 219 |
|
|
2020
Q4 | $108K | Buy |
1,572
+727
| +86% | +$49.9K | 0.03% | 223 |
|
|
2020
Q3 | $41K | Buy |
845
+654
| +342% | +$31.7K | 0.01% | 303 |
|
|
2020
Q2 | $9K | Buy |
+191
| New | +$9K | ﹤0.01% | 354 |
|