Cornerstone Wealth 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 | $623K | Buy |
4,424
+323
| +8% | +$45.5K | 0.05% | 169 |
|
|
2025
Q1 | $478K | Buy |
4,101
+297
| +8% | +$34.7K | 0.04% | 178 |
|
|
2024
Q4 | $478K | Buy |
3,804
+99
| +3% | +$12.4K | 0.04% | 167 |
|
|
2024
Q3 | $386K | Sell |
3,705
-8
| -0.2% | -$834 | 0.03% | 188 |
|
|
2024
Q2 | $361K | Buy |
3,713
+66
| +2% | +$6.42K | 0.03% | 182 |
|
|
2024
Q1 | $343K | Buy |
+3,647
| New | +$343K | 0.03% | 180 |
|
|
2023
Q4 | – | Sell |
-47,511
| Closed | -$3.88M | – | 152 |
|
|
2023
Q3 | $3.88M | Sell |
47,511
-1,107
| -2% | -$90.4K | 0.69% | 47 |
|
|
2023
Q2 | $4.15M | Buy |
48,618
+540
| +1% | +$46.1K | 0.75% | 46 |
|
|
2023
Q1 | $4.22M | Buy |
48,078
+1,166
| +2% | +$102K | 0.75% | 46 |
|
|
2022
Q4 | $3.99M | Buy |
+46,912
| New | +$3.99M | 0.75% | 42 |
|
|
2019
Q3 | – | Sell |
-35,474
| Closed | -$1.55M | – | 151 |
|
|
2019
Q2 | $1.55M | Sell |
35,474
-1,474
| -4% | -$64.6K | 0.42% | 73 |
|
|
2019
Q1 | $1.56M | Buy |
+36,948
| New | +$1.56M | 0.39% | 54 |
|