Congress Wealth 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 | $4.95M | Buy |
35,125
+5,609
| +19% | +$790K | 0.05% | 386 |
|
|
2025
Q1 | $3.45M | Buy |
29,516
+2,155
| +8% | +$252K | 0.04% | 384 |
|
|
2024
Q4 | $3.44M | Sell |
27,361
-4,258
| -13% | -$535K | 0.05% | 333 |
|
|
2024
Q3 | $3.3M | Buy |
31,619
+22,293
| +239% | +$2.32M | 0.04% | 356 |
|
|
2024
Q2 | $906K | Sell |
9,326
-7,586
| -45% | -$737K | 0.01% | 444 |
|
|
2024
Q1 | $1.59M | Sell |
16,912
-749
| -4% | -$70.5K | 0.03% | 337 |
|
|
2023
Q4 | $1.65M | Buy |
17,661
+476
| +3% | +$44.4K | 0.03% | 338 |
|
|
2023
Q3 | $1.4M | Buy |
17,185
+538
| +3% | +$43.9K | 0.03% | 338 |
|
|
2023
Q2 | $1.42M | Buy |
16,647
+103
| +0.6% | +$8.8K | 0.03% | 306 |
|
|
2023
Q1 | $1.45M | Buy |
16,544
+137
| +0.8% | +$12K | 0.04% | 303 |
|
|
2022
Q4 | $1.39M | Sell |
16,407
-61
| -0.4% | -$5.19K | 0.04% | 303 |
|
|
2022
Q3 | $1.3M | Buy |
16,468
+5,061
| +44% | +$400K | 0.04% | 307 |
|
|
2022
Q2 | $867K | Buy |
+11,407
| New | +$867K | 0.02% | 351 |
|
|
2022
Q1 | – | Sell |
-7,551
| Closed | -$741K | – | 624 |
|
|
2021
Q4 | $741K | Buy |
+7,551
| New | +$741K | 0.01% | 406 |
|