Childress Capital Advisors’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 | $848K | Buy |
6,018
+894
| +17% | +$126K | 0.21% | 76 |
|
|
2025
Q1 | $598K | Buy |
5,124
+510
| +11% | +$59.5K | 0.17% | 86 |
|
|
2024
Q4 | $580K | Sell |
4,614
-549
| -11% | -$69K | 0.16% | 86 |
|
|
2024
Q3 | $538K | Buy |
5,163
+114
| +2% | +$11.9K | 0.15% | 102 |
|
|
2024
Q2 | $491K | Buy |
5,049
+281
| +6% | +$27.3K | 0.14% | 102 |
|
|
2024
Q1 | $449K | Sell |
4,768
-315
| -6% | -$29.7K | 0.13% | 104 |
|
|
2023
Q4 | $474K | Sell |
5,083
-3,780
| -43% | -$352K | 0.14% | 97 |
|
|
2023
Q3 | $724K | Buy |
+8,863
| New | +$724K | 0.24% | 62 |
|
|
2023
Q1 | – | Sell |
-10,692
| Closed | -$909K | – | 141 |
|
|
2022
Q4 | $909K | Sell |
10,692
-349
| -3% | -$29.7K | 0.3% | 56 |
|
|
2022
Q3 | $872K | Sell |
11,041
-654
| -6% | -$51.7K | 0.34% | 58 |
|
|
2022
Q2 | $890K | Sell |
11,695
-65
| -0.6% | -$4.95K | 0.35% | 58 |
|
|
2022
Q1 | $1.03M | Buy |
11,760
+1,161
| +11% | +$101K | 0.36% | 52 |
|
|
2021
Q4 | $1.04M | Sell |
10,599
-1,309
| -11% | -$128K | 0.43% | 47 |
|
|
2021
Q3 | $1.15M | Buy |
11,908
+4,360
| +58% | +$420K | 0.47% | 44 |
|
|
2021
Q2 | $692K | Sell |
7,548
-2,051
| -21% | -$188K | 0.31% | 54 |
|
|
2021
Q1 | $745K | Buy |
9,599
+3,590
| +60% | +$279K | 0.34% | 54 |
|
|
2020
Q4 | $412K | Buy |
+6,009
| New | +$412K | 0.24% | 51 |
|