Corient Private Wealth’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 | $177M | Sell |
1,255,176
-2,662
| -0.2% | -$375K | 0.19% | 100 |
|
|
2025
Q1 | $146M | Sell |
1,257,838
-23,164
| -2% | -$2.69M | 0.24% | 96 |
|
|
2024
Q4 | $161M | Sell |
1,281,002
-623,822
| -33% | -$78.2M | 0.27% | 83 |
|
|
2024
Q3 | $198M | Buy |
1,904,824
+214,750
| +13% | +$22.3M | 0.31% | 65 |
|
|
2024
Q2 | $164M | Sell |
1,690,074
-166,479
| -9% | -$16.2M | 0.29% | 73 |
|
|
2024
Q1 | $175M | Sell |
1,856,553
-8,928
| -0.5% | -$841K | 0.31% | 66 |
|
|
2023
Q4 | $174M | Sell |
1,865,481
-163,296
| -8% | -$15.2M | 0.32% | 68 |
|
|
2023
Q3 | $166M | Sell |
2,028,777
-18,426
| -0.9% | -$1.5M | 0.38% | 56 |
|
|
2023
Q2 | $175M | Buy |
2,047,203
+1,008,791
| +97% | +$86.2M | 0.4% | 57 |
|
|
2023
Q1 | $91.2M | Buy |
1,038,412
+555,341
| +115% | +$48.8M | 0.24% | 105 |
|
|
2022
Q4 | $41.1M | Buy |
+483,071
| New | +$41.1M | 0.15% | 158 |
|