Claro 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 | $539K | Sell |
3,826
-2,277
| -37% | -$321K | 0.09% | 196 |
|
|
2025
Q1 | $712K | Sell |
6,103
-544
| -8% | -$63.5K | 0.1% | 195 |
|
|
2024
Q4 | $836K | Sell |
6,647
-1,347
| -17% | -$169K | 0.11% | 167 |
|
|
2024
Q3 | $833K | Buy |
7,994
+213
| +3% | +$22.2K | 0.11% | 185 |
|
|
2024
Q2 | $756K | Buy |
7,781
+781
| +11% | +$75.9K | 0.12% | 177 |
|
|
2024
Q1 | $659K | Buy |
7,000
+286
| +4% | +$26.9K | 0.11% | 196 |
|
|
2023
Q4 | $626K | Sell |
6,714
-771
| -10% | -$71.9K | 0.14% | 178 |
|
|
2023
Q3 | $611K | Buy |
7,485
+303
| +4% | +$24.7K | 0.15% | 160 |
|
|
2023
Q2 | $613K | Buy |
7,182
+453
| +7% | +$38.7K | 0.15% | 167 |
|
|
2023
Q1 | $591K | Buy |
6,729
+887
| +15% | +$77.9K | 0.17% | 144 |
|
|
2022
Q4 | $497K | Buy |
5,842
+348
| +6% | +$29.6K | 0.16% | 153 |
|
|
2022
Q3 | $418K | Hold |
5,494
| – | – | 0.17% | 146 |
|
|
2022
Q2 | $418K | Buy |
5,494
+3,251
| +145% | +$247K | 0.17% | 146 |
|
|
2022
Q1 | $220K | Hold |
2,243
| – | – | 0.08% | 248 |
|
|
2021
Q4 | $220K | Buy |
+2,243
| New | +$220K | 0.08% | 248 |
|
|
2019
Q1 | – | Sell |
-1,566
| Closed | -$73K | – | 643 |
|
|
2018
Q4 | $73K | Buy |
+1,566
| New | +$73K | 0.06% | 278 |
|