Cetera Advisor Networks’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.18M | Sell |
91,643
-4,709
| -5% | -$420K | 0.04% | 432 |
|
|
2023
Q4 | $8.59M | Buy |
96,352
+8,814
| +10% | +$786K | 0.05% | 391 |
|
|
2023
Q3 | $6.78M | Buy |
87,538
+8,857
| +11% | +$686K | 0.04% | 417 |
|
|
2023
Q2 | $6.39M | Buy |
78,681
+2,413
| +3% | +$196K | 0.04% | 406 |
|
|
2023
Q1 | $6.33M | Buy |
76,268
+169
| +0.2% | +$14K | 0.05% | 394 |
|
|
2022
Q4 | $6.27M | Buy |
76,099
+24,328
| +47% | +$2M | 0.05% | 379 |
|
|
2022
Q3 | $4.05M | Buy |
51,771
+4,160
| +9% | +$325K | 0.05% | 380 |
|
|
2022
Q2 | $3.58M | Buy |
47,611
+20,965
| +79% | +$1.58M | 0.05% | 395 |
|
|
2022
Q1 | $2.28M | Sell |
26,646
-12,421
| -32% | -$1.06M | 0.03% | 567 |
|
|
2021
Q4 | $3.81M | Buy |
39,067
+7,353
| +23% | +$717K | 0.05% | 378 |
|
|
2021
Q3 | $3.05M | Buy |
31,714
+3,890
| +14% | +$374K | 0.04% | 406 |
|
|
2021
Q2 | $2.45M | Buy |
27,824
+10,313
| +59% | +$908K | 0.03% | 465 |
|
|
2021
Q1 | $1.36M | Buy |
17,511
+1,156
| +7% | +$89.8K | 0.03% | 479 |
|
|
2020
Q4 | $1.08M | Sell |
16,355
-208
| -1% | -$13.8K | 0.03% | 513 |
|
|
2020
Q3 | $779K | Buy |
16,563
+368
| +2% | +$17.3K | 0.02% | 557 |
|
|
2020
Q2 | $782K | Sell |
16,195
-1,403
| -8% | -$67.7K | 0.02% | 538 |
|
|
2020
Q1 | $598K | Sell |
17,598
-339
| -2% | -$11.5K | 0.02% | 560 |
|
|
2019
Q4 | $915K | Buy |
17,937
+4,453
| +33% | +$227K | 0.02% | 525 |
|
|
2019
Q3 | $573K | Sell |
13,484
-3,916
| -23% | -$166K | 0.02% | 648 |
|
|
2019
Q2 | $764K | Sell |
17,400
-360
| -2% | -$15.8K | 0.02% | 540 |
|
|
2019
Q1 | $743K | Sell |
17,760
-3,836
| -18% | -$160K | 0.02% | 535 |
|
|
2018
Q4 | $860K | Sell |
21,596
-1,241
| -5% | -$49.4K | 0.03% | 415 |
|
|
2018
Q3 | $1.07M | Buy |
22,837
+3,620
| +19% | +$169K | 0.04% | 377 |
|
|
2018
Q2 | $911K | Buy |
19,217
+2,731
| +17% | +$129K | 0.05% | 316 |
|
|
2018
Q1 | $888K | Sell |
16,486
-2,107
| -11% | -$113K | 0.04% | 357 |
|
|
2017
Q4 | $970K | Buy |
18,593
+7,250
| +64% | +$378K | 0.04% | 374 |
|
|
2017
Q3 | $546K | Sell |
11,343
-236
| -2% | -$11.4K | 0.02% | 504 |
|
|
2017
Q2 | $517K | Sell |
11,579
-81
| -0.7% | -$3.62K | 0.02% | 509 |
|
|
2017
Q1 | $499K | Sell |
11,660
-345
| -3% | -$14.8K | 0.02% | 502 |
|
|
2016
Q4 | $505K | Sell |
12,005
-9,333
| -44% | -$393K | 0.03% | 479 |
|
|
2016
Q3 | $684K | Buy |
21,338
+8,244
| +63% | +$264K | 0.03% | 477 |
|
|
2016
Q2 | $339K | Buy |
13,094
+1,742
| +15% | +$45.1K | 0.02% | 581 |
|
|
2016
Q1 | $288K | Sell |
11,352
-1,579
| -12% | -$40.1K | 0.02% | 625 |
|
|
2015
Q4 | $412K | Buy |
12,931
+1,699
| +15% | +$54.1K | 0.03% | 493 |
|
|
2015
Q3 | $356K | Buy |
11,232
+1,591
| +17% | +$50.4K | 0.02% | 524 |
|
|
2015
Q2 | $345K | Hold |
9,641
| – | – | 0.02% | 578 |
|
|
2015
Q1 | $345K | Buy |
9,641
+1,763
| +22% | +$63.1K | 0.02% | 582 |
|
|
2014
Q4 | $307K | Buy |
7,878
+943
| +14% | +$36.7K | 0.02% | 594 |
|
|
2014
Q3 | $237K | Buy |
+6,935
| New | +$237K | 0.02% | 691 |
|