Comprehensive Financial Consultants Institutional’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 | $2.8M | Sell |
19,888
-166
| -0.8% | -$23.4K | 0.92% | 35 |
|
|
2025
Q1 | $2.34M | Sell |
20,054
-416
| -2% | -$48.5K | 0.83% | 43 |
|
|
2024
Q4 | $2.57M | Buy |
20,470
+9,318
| +84% | +$1.17M | 0.94% | 39 |
|
|
2024
Q3 | $1.16M | Sell |
11,152
-206
| -2% | -$21.5K | 0.42% | 84 |
|
|
2024
Q2 | $1.1M | Buy |
11,358
+863
| +8% | +$83.9K | 0.43% | 81 |
|
|
2024
Q1 | $988K | Buy |
10,495
+387
| +4% | +$36.4K | 0.41% | 83 |
|
|
2023
Q4 | $943K | Buy |
10,108
+310
| +3% | +$28.9K | 0.44% | 84 |
|
|
2023
Q3 | $800K | Buy |
9,798
+7
| +0.1% | +$572 | 0.42% | 85 |
|
|
2023
Q2 | $846K | Buy |
9,791
+278
| +3% | +$24K | 0.45% | 84 |
|
|
2023
Q1 | $835K | Buy |
9,513
+437
| +5% | +$38.4K | 0.47% | 85 |
|
|
2022
Q4 | $822K | Buy |
9,076
+148
| +2% | +$13.4K | 0.5% | 82 |
|
|
2022
Q3 | $688K | Buy |
8,928
+908
| +11% | +$70K | 0.45% | 86 |
|
|
2022
Q2 | $609K | Sell |
8,020
-9
| -0.1% | -$683 | 0.43% | 88 |
|
|
2022
Q1 | $676K | Sell |
8,029
-157
| -2% | -$13.2K | 0.47% | 81 |
|
|
2021
Q4 | $773K | Buy |
+8,186
| New | +$773K | 0.5% | 75 |
|