Chicago Partners Investment Group’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 | $1.23M | Buy |
8,624
+1,002
| +13% | +$142K | 0.04% | 351 |
|
|
2025
Q1 | $908K | Sell |
7,622
-357
| -4% | -$42.5K | 0.03% | 380 |
|
|
2024
Q4 | $1.02M | Buy |
7,979
+1,044
| +15% | +$133K | 0.03% | 335 |
|
|
2024
Q3 | $820K | Buy |
6,935
+505
| +8% | +$59.7K | 0.03% | 371 |
|
|
2024
Q2 | $667K | Buy |
6,430
+104
| +2% | +$10.8K | 0.03% | 400 |
|
|
2024
Q1 | $593K | Buy |
+6,326
| New | +$593K | 0.03% | 405 |
|
|
2022
Q3 | – | Sell |
-2,435
| Closed | -$205K | – | 613 |
|
|
2022
Q2 | $205K | Buy |
+2,435
| New | +$205K | 0.01% | 540 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$66K | – | 680 |
|
|
2018
Q3 | $66K | Buy |
+1,500
| New | +$66K | 0.01% | 479 |
|