Cary Street Partners Investment Advisory’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 | $570K | Buy |
4,045
+305
| +8% | +$43K | 0.28% | 84 |
|
|
2025
Q1 | $436K | Buy |
3,740
+208
| +6% | +$24.3K | 0.25% | 103 |
|
|
2024
Q4 | $444K | Sell |
3,532
-33,018
| -90% | -$4.15M | 0.29% | 84 |
|
|
2024
Q3 | $3.81M | Sell |
36,550
-3,705
| -9% | -$386K | 0.14% | 169 |
|
|
2024
Q2 | $3.91M | Buy |
40,255
+2,639
| +7% | +$256K | 0.16% | 153 |
|
|
2024
Q1 | $3.54M | Buy |
37,616
+22,030
| +141% | +$2.07M | 0.15% | 163 |
|
|
2023
Q4 | $1.45M | Sell |
15,586
-10,787
| -41% | -$1M | 0.07% | 271 |
|
|
2023
Q3 | $2.15M | Buy |
26,373
+9,602
| +57% | +$784K | 0.12% | 205 |
|
|
2023
Q2 | $1.43M | Buy |
16,771
+13,355
| +391% | +$1.14M | 0.09% | 220 |
|
|
2023
Q1 | $300K | Sell |
3,416
-366
| -10% | -$32.1K | 0.02% | 409 |
|
|
2022
Q4 | $322K | Sell |
3,782
-406
| -10% | -$34.5K | 0.02% | 391 |
|
|
2022
Q3 | $331K | Buy |
4,188
+114
| +3% | +$9.01K | 0.03% | 374 |
|
|
2022
Q2 | $310K | Buy |
+4,074
| New | +$310K | 0.03% | 353 |
|
|
2021
Q1 | – | Sell |
-11,179
| Closed | -$766K | – | 378 |
|
|
2020
Q4 | $766K | Buy |
11,179
+9,953
| +812% | +$682K | 0.15% | 143 |
|
|
2020
Q3 | $59K | Buy |
+1,226
| New | +$59K | 0.01% | 465 |
|