Cetera Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.7M | Buy |
105,295
+88,053
| +511% | +$8.11M | 0.08% | 258 |
|
|
2023
Q4 | $1.48M | Buy |
17,242
+259
| +2% | +$22.2K | 0.02% | 616 |
|
|
2023
Q3 | $1.28M | Buy |
16,983
+604
| +4% | +$45.4K | 0.02% | 627 |
|
|
2023
Q2 | $1.28M | Buy |
16,379
+2,930
| +22% | +$229K | 0.02% | 629 |
|
|
2023
Q1 | $1.11M | Sell |
13,449
-442
| -3% | -$36.6K | 0.02% | 650 |
|
|
2022
Q4 | $1.12M | Buy |
13,891
+4,865
| +54% | +$392K | 0.02% | 632 |
|
|
2022
Q3 | $1K | Buy |
9,026
+700
| +8% | +$78 | ﹤0.01% | 1314 |
|
|
2022
Q2 | $633K | Sell |
8,326
-5,344
| -39% | -$406K | 0.01% | 741 |
|
|
2022
Q1 | $1.2M | Buy |
13,670
+1,717
| +14% | +$150K | 0.02% | 559 |
|
|
2021
Q4 | $1.17M | Sell |
11,953
-1,913
| -14% | -$188K | 0.02% | 541 |
|
|
2021
Q3 | $1.35M | Buy |
13,866
+3,147
| +29% | +$306K | 0.03% | 516 |
|
|
2021
Q2 | $980K | Sell |
10,719
-137
| -1% | -$12.5K | 0.02% | 554 |
|
|
2021
Q1 | $843K | Buy |
10,856
+2,324
| +27% | +$180K | 0.02% | 545 |
|
|
2020
Q4 | $585K | Buy |
8,532
+828
| +11% | +$56.8K | 0.02% | 579 |
|
|
2020
Q3 | $372K | Buy |
7,704
+505
| +7% | +$24.4K | 0.01% | 661 |
|
|
2020
Q2 | $348K | Sell |
7,199
-203
| -3% | -$9.81K | 0.01% | 649 |
|
|
2020
Q1 | $252K | Buy |
7,402
+1,090
| +17% | +$37.1K | 0.01% | 650 |
|
|
2019
Q4 | $324K | Sell |
6,312
-2,441
| -28% | -$125K | 0.01% | 690 |
|
|
2019
Q3 | $374K | Buy |
8,753
+3,741
| +75% | +$160K | 0.02% | 631 |
|
|
2019
Q2 | $222K | Buy |
5,012
+28
| +0.6% | +$1.24K | 0.01% | 823 |
|
|
2019
Q1 | $212K | Buy |
+4,984
| New | +$212K | 0.01% | 764 |
|