Connectus Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.85M | Sell |
19,695
-9,315
| -32% | -$877K | 0.05% | 193 |
|
|
2023
Q4 | $2.71M | Sell |
29,010
-1,489
| -5% | -$139K | 0.06% | 219 |
|
|
2023
Q3 | $2.49M | Buy |
30,499
+43
| +0.1% | +$3.51K | 0.06% | 225 |
|
|
2023
Q2 | $2.6M | Sell |
30,456
-44,195
| -59% | -$3.77M | 0.06% | 193 |
|
|
2023
Q1 | $6.56M | Buy |
74,651
+10,707
| +17% | +$942K | 0.16% | 127 |
|
|
2022
Q4 | $5.44M | Buy |
63,944
+532
| +0.8% | +$45.3K | 0.13% | 137 |
|
|
2022
Q3 | $5.02M | Buy |
63,412
+1,602
| +3% | +$127K | 0.1% | 183 |
|
|
2022
Q2 | $4.71M | Buy |
61,810
+22,952
| +59% | +$1.75M | 0.11% | 152 |
|
|
2022
Q1 | $3.82M | Sell |
38,858
-21,911
| -36% | -$2.16M | 0.12% | 118 |
|
|
2021
Q4 | $5.98M | Buy |
+60,769
| New | +$5.98M | 0.23% | 69 |
|