Clearstead 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 | $5.22M | Buy |
37,070
+3,378
| +10% | +$476K | 0.07% | 188 |
|
|
2025
Q1 | $3.93M | Buy |
33,692
+325
| +1% | +$37.9K | 0.06% | 204 |
|
|
2024
Q4 | $4.19M | Buy |
33,367
+806
| +2% | +$101K | 0.06% | 200 |
|
|
2024
Q3 | $3.39M | Sell |
32,561
-68
| -0.2% | -$7.09K | 0.05% | 228 |
|
|
2024
Q2 | $3.17M | Buy |
32,629
+26,955
| +475% | +$2.62M | 0.05% | 219 |
|
|
2024
Q1 | $559K | Buy |
5,674
+116
| +2% | +$11.4K | 0.03% | 300 |
|
|
2023
Q4 | $518K | Sell |
5,558
-4,824
| -46% | -$450K | 0.03% | 304 |
|
|
2023
Q3 | $848K | Buy |
10,382
+4,763
| +85% | +$389K | 0.02% | 329 |
|
|
2023
Q2 | $480K | Sell |
5,619
-1,023
| -15% | -$87.4K | 0.03% | 296 |
|
|
2023
Q1 | $583K | Buy |
6,642
+4,045
| +156% | +$355K | 0.04% | 240 |
|
|
2022
Q4 | $221K | Sell |
2,597
-965
| -27% | -$82.1K | 0.02% | 364 |
|
|
2022
Q3 | $281K | Buy |
3,562
+179
| +5% | +$14.1K | 0.03% | 317 |
|
|
2022
Q2 | $257K | Buy |
3,383
+223
| +7% | +$16.9K | 0.02% | 338 |
|
|
2022
Q1 | $276K | Buy |
3,160
+1,789
| +130% | +$156K | 0.02% | 364 |
|
|
2021
Q4 | $135K | Sell |
1,371
-785
| -36% | -$77.3K | 0.01% | 457 |
|
|
2021
Q3 | $210K | Buy |
2,156
+673
| +45% | +$65.6K | 0.02% | 362 |
|
|
2021
Q2 | $136K | Sell |
1,483
-2
| -0.1% | -$183 | 0.01% | 403 |
|
|
2021
Q1 | $115K | Buy |
1,485
+144
| +11% | +$11.2K | 0.01% | 416 |
|
|
2020
Q4 | $92K | Sell |
1,341
-75
| -5% | -$5.15K | 0.01% | 431 |
|
|
2020
Q3 | $68K | Sell |
1,416
-174
| -11% | -$8.36K | 0.01% | 422 |
|
|
2020
Q2 | $77K | Sell |
1,590
-299
| -16% | -$14.5K | 0.01% | 383 |
|
|
2020
Q1 | $64K | Buy |
+1,889
| New | +$64K | 0.01% | 377 |
|