Compton Wealth Advisory Group’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 | $1.99M | Buy |
14,120
+708
| +5% | +$99.7K | 0.5% | 37 |
|
|
2025
Q1 | $1.56M | Buy |
13,412
+319
| +2% | +$37.2K | 0.43% | 43 |
|
|
2024
Q4 | $1.65M | Buy |
13,093
+842
| +7% | +$106K | 0.42% | 47 |
|
|
2024
Q3 | $1.28M | Buy |
12,251
+699
| +6% | +$72.9K | 0.32% | 55 |
|
|
2024
Q2 | $1.12M | Sell |
11,552
-242
| -2% | -$23.5K | 0.3% | 55 |
|
|
2024
Q1 | $1.11M | Buy |
11,794
+173
| +1% | +$16.3K | 0.3% | 56 |
|
|
2023
Q4 | $1.08M | Buy |
11,621
+306
| +3% | +$28.5K | 0.34% | 50 |
|
|
2023
Q3 | $924K | Buy |
11,315
+455
| +4% | +$37.2K | 0.32% | 54 |
|
|
2023
Q2 | $927K | Buy |
10,860
+147
| +1% | +$12.6K | 0.31% | 54 |
|
|
2023
Q1 | $941K | Buy |
10,713
+2,226
| +26% | +$195K | 0.33% | 56 |
|
|
2022
Q4 | $722K | Sell |
8,487
-6,009
| -41% | -$511K | 0.28% | 59 |
|
|
2022
Q3 | $1.15M | Buy |
14,496
+283
| +2% | +$22.4K | 0.49% | 45 |
|
|
2022
Q2 | $1.08M | Buy |
14,213
+468
| +3% | +$35.6K | 0.47% | 47 |
|
|
2022
Q1 | $1.2M | Buy |
13,745
+990
| +8% | +$86.5K | 0.46% | 49 |
|
|
2021
Q4 | $1.25M | Buy |
+12,755
| New | +$1.25M | 0.54% | 45 |
|