Chicago 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 | $879K | Hold |
6,243
| – | – | 0.42% | 30 |
|
|
2025
Q1 | $728K | Hold |
6,243
| – | – | 0.38% | 30 |
|
|
2024
Q4 | $785K | Hold |
6,243
| – | – | 0.41% | 32 |
|
|
2024
Q3 | $651K | Hold |
6,243
| – | – | 0.35% | 34 |
|
|
2024
Q2 | $607K | Hold |
6,243
| – | – | 0.35% | 32 |
|
|
2024
Q1 | $588K | Hold |
6,243
| – | – | 0.35% | 32 |
|
|
2023
Q4 | $582K | Hold |
6,243
| – | – | 0.4% | 28 |
|
|
2023
Q3 | $510K | Hold |
6,243
| – | – | 0.4% | 28 |
|
|
2023
Q2 | $533K | Hold |
6,243
| – | – | 0.41% | 28 |
|
|
2023
Q1 | $548K | Hold |
6,243
| – | – | 0.44% | 28 |
|
|
2022
Q4 | $531K | Hold |
6,243
| – | – | 0.46% | 25 |
|
|
2022
Q3 | $493K | Hold |
6,243
| – | – | 0.47% | 21 |
|
|
2022
Q2 | $475K | Hold |
6,243
| – | – | 0.42% | 20 |
|
|
2022
Q1 | $546K | Hold |
6,243
| – | – | 0.37% | 31 |
|
|
2021
Q4 | $613K | Hold |
6,243
| – | – | 0.41% | 27 |
|
|
2021
Q3 | $608K | Hold |
6,243
| – | – | 0.44% | 25 |
|
|
2021
Q2 | $572K | Hold |
6,243
| – | – | 0.41% | 26 |
|
|
2021
Q1 | $485K | Buy |
+6,243
| New | +$485K | 0.39% | 27 |
|