Clear Creek Financial 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 | $359K | Buy |
2,552
+87
| +4% | +$12.3K | 0.03% | 409 |
|
|
2025
Q1 | $288K | Buy |
2,465
+311
| +14% | +$36.3K | 0.03% | 402 |
|
|
2024
Q4 | $271K | Sell |
2,154
-87
| -4% | -$10.9K | 0.03% | 394 |
|
|
2024
Q3 | $234K | Buy |
2,241
+35
| +2% | +$3.65K | 0.03% | 402 |
|
|
2024
Q2 | $214K | Buy |
2,206
+30
| +1% | +$2.92K | 0.03% | 405 |
|
|
2024
Q1 | $205K | Buy |
+2,176
| New | +$205K | 0.03% | 399 |
|
|
2023
Q1 | – | Sell |
-2,800
| Closed | -$238K | – | 323 |
|
|
2022
Q4 | $238K | Buy |
+2,800
| New | +$238K | 0.05% | 240 |
|
|
2022
Q2 | – | Sell |
-2,650
| Closed | -$232K | – | 349 |
|
|
2022
Q1 | $232K | Hold |
2,650
| – | – | 0.04% | 292 |
|
|
2021
Q4 | $260K | Buy |
2,650
+150
| +6% | +$14.7K | 0.04% | 271 |
|
|
2021
Q3 | $243K | Hold |
2,500
| – | – | 0.04% | 269 |
|
|
2021
Q2 | $229K | Buy |
+2,500
| New | +$229K | 0.04% | 276 |
|