Chesapeake Wealth Management’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 | $1.98M | Sell |
14,066
-622
| -4% | -$87.6K | 0.66% | 44 |
|
|
2025
Q1 | $1.71M | Sell |
14,688
-313
| -2% | -$36.5K | 0.61% | 50 |
|
|
2024
Q4 | $1.89M | Sell |
15,001
-159
| -1% | -$20K | 0.65% | 49 |
|
|
2024
Q3 | $1.58M | Sell |
15,160
-302
| -2% | -$31.5K | 0.54% | 55 |
|
|
2024
Q2 | $1.5M | Sell |
15,462
-481
| -3% | -$46.7K | 0.55% | 55 |
|
|
2024
Q1 | $1.5M | Sell |
15,943
-369
| -2% | -$34.7K | 0.55% | 55 |
|
|
2023
Q4 | $1.52M | Buy |
16,312
+87
| +0.5% | +$8.11K | 0.59% | 51 |
|
|
2023
Q3 | $1.33M | Sell |
16,225
-302
| -2% | -$24.7K | 0.55% | 54 |
|
|
2023
Q2 | $1.41M | Buy |
16,527
+282
| +2% | +$24.1K | 0.56% | 55 |
|
|
2023
Q1 | $1.43M | Buy |
16,245
+610
| +4% | +$53.6K | 0.59% | 53 |
|
|
2022
Q4 | $1.33M | Buy |
15,635
+910
| +6% | +$77.4K | 0.58% | 54 |
|
|
2022
Q3 | $1.16M | Buy |
14,725
+3,500
| +31% | +$277K | 0.53% | 54 |
|
|
2022
Q2 | $853K | Buy |
11,225
+2,684
| +31% | +$204K | 0.36% | 75 |
|
|
2022
Q1 | $747K | Buy |
8,541
+6,123
| +253% | +$536K | 0.27% | 94 |
|
|
2021
Q4 | $238K | Hold |
2,418
| – | – | 0.08% | 183 |
|
|
2021
Q3 | $235K | Sell |
2,418
-13
| -0.5% | -$1.26K | 0.08% | 187 |
|
|
2021
Q2 | $223K | Sell |
2,431
-165
| -6% | -$15.1K | 0.07% | 212 |
|
|
2021
Q1 | $202K | Buy |
+2,596
| New | +$202K | 0.07% | 217 |
|
|
2018
Q4 | – | Sell |
-6,593
| Closed | -$307K | – | 198 |
|
|
2018
Q3 | $307K | Sell |
6,593
-14,842
| -69% | -$691K | 0.14% | 146 |
|
|
2018
Q2 | $1.02M | Sell |
21,435
-816
| -4% | -$38.7K | 0.47% | 60 |
|
|
2018
Q1 | $1.2M | Buy |
+22,251
| New | +$1.2M | 0.55% | 50 |
|