Cornerstone Advisory’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 | $345K | Buy |
2,448
+83
| +4% | +$11.7K | 0.04% | 173 |
|
|
2025
Q1 | $280K | Buy |
2,365
+396
| +20% | +$46.9K | 0.03% | 186 |
|
|
2024
Q4 | $274K | Sell |
1,969
-694
| -26% | -$96.4K | 0.03% | 197 |
|
|
2024
Q3 | $278K | Buy |
2,663
+21
| +0.8% | +$2.19K | 0.04% | 189 |
|
|
2024
Q2 | $257K | Sell |
2,642
-989
| -27% | -$96.1K | 0.04% | 189 |
|
|
2024
Q1 | $342K | Buy |
3,631
+1,235
| +52% | +$116K | 0.05% | 169 |
|
|
2023
Q4 | $223K | Buy |
+2,396
| New | +$223K | 0.03% | 209 |
|
|
2022
Q1 | – | Sell |
-1,550
| Closed | -$152K | – | 551 |
|
|
2021
Q4 | $152K | Buy |
+1,550
| New | +$152K | 0.02% | 282 |
|