Cooper Financial 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 | $711K | Buy |
5,049
+22
| +0.4% | +$3.1K | 0.08% | 192 |
|
|
2025
Q1 | $587K | Buy |
5,027
+1,259
| +33% | +$147K | 0.08% | 216 |
|
|
2024
Q4 | $474K | Buy |
3,768
+407
| +12% | +$51.2K | 0.06% | 251 |
|
|
2024
Q3 | $350K | Sell |
3,361
-2,875
| -46% | -$300K | 0.05% | 289 |
|
|
2024
Q2 | $606K | Sell |
6,236
-2,405
| -28% | -$234K | 0.09% | 197 |
|
|
2024
Q1 | $814K | Buy |
8,641
+447
| +5% | +$42.1K | 0.13% | 147 |
|
|
2023
Q4 | $764K | Buy |
8,194
+695
| +9% | +$64.8K | 0.14% | 138 |
|
|
2023
Q3 | $612K | Sell |
7,499
-20
| -0.3% | -$1.63K | 0.15% | 159 |
|
|
2023
Q2 | $642K | Buy |
7,519
+447
| +6% | +$38.2K | 0.16% | 154 |
|
|
2023
Q1 | $621K | Buy |
7,072
+584
| +9% | +$51.3K | 0.17% | 139 |
|
|
2022
Q4 | $552K | Buy |
6,488
+491
| +8% | +$41.7K | 0.17% | 136 |
|
|
2022
Q3 | $474K | Buy |
5,997
+282
| +5% | +$22.3K | 0.17% | 127 |
|
|
2022
Q2 | $435K | Buy |
5,715
+2,777
| +95% | +$211K | 0.16% | 141 |
|
|
2022
Q1 | $257K | Buy |
+2,938
| New | +$257K | 0.1% | 197 |
|