Concord Wealth Partners’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 | $3.34M | Buy |
23,690
+2,555
| +12% | +$360K | 0.49% | 44 |
|
|
2025
Q1 | $2.47M | Buy |
21,135
+8,561
| +68% | +$999K | 0.4% | 64 |
|
|
2024
Q4 | $1.58M | Sell |
12,574
-1,783
| -12% | -$224K | 0.26% | 81 |
|
|
2024
Q3 | $1.5M | Buy |
14,357
+785
| +6% | +$81.8K | 0.25% | 78 |
|
|
2024
Q2 | $1.32M | Buy |
13,572
+1,074
| +9% | +$104K | 0.23% | 85 |
|
|
2024
Q1 | $1.18M | Buy |
12,498
+2,037
| +19% | +$192K | 0.21% | 91 |
|
|
2023
Q4 | $975K | Buy |
10,461
+2,404
| +30% | +$224K | 0.2% | 94 |
|
|
2023
Q3 | $658K | Buy |
8,057
+1,662
| +26% | +$136K | 0.14% | 104 |
|
|
2023
Q2 | $546K | Buy |
6,395
+2,565
| +67% | +$219K | 0.12% | 108 |
|
|
2023
Q1 | $336K | Buy |
3,830
+984
| +35% | +$86.4K | 0.1% | 111 |
|
|
2022
Q4 | $242K | Sell |
2,846
-2,817
| -50% | -$240K | 0.07% | 144 |
|
|
2022
Q3 | $447K | Sell |
5,663
-502
| -8% | -$39.6K | 0.14% | 97 |
|
|
2022
Q2 | $469K | Sell |
6,165
-66
| -1% | -$5.02K | 0.13% | 105 |
|
|
2022
Q1 | $545K | Buy |
6,231
+634
| +11% | +$55.5K | 0.14% | 95 |
|
|
2021
Q4 | $549K | Buy |
5,597
+3,914
| +233% | +$384K | 0.13% | 90 |
|
|
2021
Q3 | $164K | Sell |
1,683
-3,248
| -66% | -$317K | 0.07% | 103 |
|
|
2021
Q2 | $452K | Buy |
4,931
+923
| +23% | +$84.6K | 0.13% | 71 |
|
|
2021
Q1 | $311K | Buy |
4,008
+3,993
| +26,620% | +$310K | 0.1% | 96 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 637 |
|