Checchi Capital Advisers’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 | $2.33M | Sell |
16,516
-228
| -1% | -$32.1K | 0.13% | 107 |
|
|
2025
Q1 | $1.95M | Buy |
16,744
+285
| +2% | +$33.3K | 0.1% | 129 |
|
|
2024
Q4 | $2.07M | Sell |
16,459
-607
| -4% | -$76.3K | 0.12% | 116 |
|
|
2024
Q3 | $1.78M | Buy |
17,066
+1,656
| +11% | +$173K | 0.1% | 125 |
|
|
2024
Q2 | $1.5M | Buy |
15,410
+113
| +0.7% | +$11K | 0.08% | 141 |
|
|
2024
Q1 | $1.44M | Sell |
15,297
-641
| -4% | -$60.4K | 0.11% | 149 |
|
|
2023
Q4 | $1.49M | Sell |
15,938
-1,885
| -11% | -$176K | 0.12% | 141 |
|
|
2023
Q3 | $1.46M | Sell |
17,823
-94
| -0.5% | -$7.68K | 0.13% | 126 |
|
|
2023
Q2 | $1.53M | Buy |
17,917
+1,596
| +10% | +$136K | 0.14% | 123 |
|
|
2023
Q1 | $1.43M | Sell |
16,321
-746
| -4% | -$65.5K | 0.14% | 127 |
|
|
2022
Q4 | $1.45M | Sell |
17,067
-128
| -0.7% | -$10.9K | 0.15% | 122 |
|
|
2022
Q3 | $1.36M | Sell |
17,195
-2,992
| -15% | -$236K | 0.13% | 121 |
|
|
2022
Q2 | $1.7M | Buy |
20,187
+5,678
| +39% | +$479K | 0.15% | 111 |
|
|
2022
Q1 | $1.27M | Buy |
14,509
+232
| +2% | +$20.3K | 0.11% | 131 |
|
|
2021
Q4 | $1.4M | Buy |
14,277
+174
| +1% | +$17.1K | 0.12% | 117 |
|
|
2021
Q3 | $1.37M | Buy |
14,103
+246
| +2% | +$23.9K | 0.14% | 111 |
|
|
2021
Q2 | $1.27M | Sell |
13,857
-371
| -3% | -$34K | 0.13% | 121 |
|
|
2021
Q1 | $1.11M | Buy |
14,228
+1,331
| +10% | +$103K | 0.11% | 126 |
|
|
2020
Q4 | $884K | Buy |
12,897
+3,567
| +38% | +$244K | 0.09% | 134 |
|
|
2020
Q3 | $451K | Buy |
9,330
+9
| +0.1% | +$435 | 0.05% | 216 |
|
|
2020
Q2 | $450K | Sell |
9,321
-419
| -4% | -$20.2K | 0.05% | 212 |
|
|
2020
Q1 | $331K | Sell |
9,740
-1,399
| -13% | -$47.5K | 0.03% | 229 |
|
|
2019
Q4 | $569K | Buy |
11,139
+574
| +5% | +$29.3K | 0.08% | 178 |
|
|
2019
Q3 | $451K | Sell |
10,565
-320
| -3% | -$13.7K | 0.06% | 203 |
|
|
2019
Q2 | $477K | Sell |
10,885
-115
| -1% | -$5.04K | 0.06% | 192 |
|
|
2019
Q1 | $464K | Sell |
11,000
-321
| -3% | -$13.5K | 0.05% | 182 |
|
|
2018
Q4 | $449K | Sell |
11,321
-2,578
| -19% | -$102K | 0.06% | 168 |
|
|
2018
Q3 | $647K | Buy |
13,899
+1,978
| +17% | +$92.1K | 0.07% | 161 |
|
|
2018
Q2 | $565K | Buy |
11,921
+405
| +4% | +$19.2K | 0.07% | 174 |
|
|
2018
Q1 | $621K | Buy |
11,516
+476
| +4% | +$25.7K | 0.08% | 146 |
|
|
2017
Q4 | $579K | Buy |
11,040
+202
| +2% | +$10.6K | 0.08% | 165 |
|
|
2017
Q3 | $522K | Buy |
10,838
+467
| +5% | +$22.5K | 0.05% | 165 |
|
|
2017
Q2 | $462K | Sell |
10,371
-1,249
| -11% | -$55.6K | 0.05% | 176 |
|
|
2017
Q1 | $498K | Sell |
11,620
-1,719
| -13% | -$73.7K | 0.06% | 170 |
|
|
2016
Q4 | $564K | Buy |
13,339
+1,541
| +13% | +$65.2K | 0.08% | 144 |
|
|
2016
Q3 | $378K | Sell |
11,798
-941
| -7% | -$30.1K | 0.04% | 202 |
|
|
2016
Q2 | $331K | Sell |
12,739
-1,700
| -12% | -$44.2K | 0.04% | 218 |
|
|
2016
Q1 | $361K | Buy |
14,439
+1,553
| +12% | +$38.8K | 0.08% | 195 |
|
|
2015
Q4 | $410K | Sell |
12,886
-138
| -1% | -$4.39K | 0.1% | 174 |
|
|
2015
Q3 | $410K | Buy |
13,024
+969
| +8% | +$30.5K | 0.11% | 154 |
|
|
2015
Q2 | $468K | Buy |
12,055
+1,221
| +11% | +$47.4K | 0.12% | 149 |
|
|
2015
Q1 | $387K | Sell |
10,834
-1,752
| -14% | -$62.6K | 0.11% | 166 |
|
|
2014
Q4 | $488K | Buy |
12,586
+3,316
| +36% | +$129K | 0.18% | 123 |
|
|
2014
Q3 | $320K | Buy |
9,270
+1,878
| +25% | +$64.8K | 0.13% | 160 |
|
|
2014
Q2 | $239K | Buy |
+7,392
| New | +$239K | 0.11% | 192 |
|