Cornerstone Wealth Management’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 | $633K | Buy |
4,496
+8
| +0.2% | +$1.13K | 0.04% | 343 |
|
|
2025
Q1 | $524K | Buy |
4,488
+204
| +5% | +$23.8K | 0.04% | 356 |
|
|
2024
Q4 | $539K | Buy |
4,284
+60
| +1% | +$7.54K | 0.04% | 336 |
|
|
2024
Q3 | $440K | Sell |
4,224
-194
| -4% | -$20.2K | 0.03% | 382 |
|
|
2024
Q2 | $429K | Sell |
4,418
-49
| -1% | -$4.76K | 0.03% | 359 |
|
|
2024
Q1 | $421K | Buy |
4,467
+83
| +2% | +$7.82K | 0.03% | 359 |
|
|
2023
Q4 | $409K | Sell |
4,384
-711
| -14% | -$66.3K | 0.04% | 358 |
|
|
2023
Q3 | $416K | Buy |
5,095
+229
| +5% | +$18.7K | 0.04% | 349 |
|
|
2023
Q2 | $416K | Sell |
4,866
-185
| -4% | -$15.8K | 0.04% | 337 |
|
|
2023
Q1 | $443K | Buy |
+5,051
| New | +$443K | 0.04% | 301 |
|
|
2022
Q3 | $453K | Sell |
5,735
-1,269
| -18% | -$100K | 0.05% | 275 |
|
|
2022
Q2 | $533K | Buy |
7,004
+2,983
| +74% | +$227K | 0.06% | 244 |
|
|
2022
Q1 | $351K | Buy |
4,021
+151
| +4% | +$13.2K | 0.03% | 337 |
|
|
2021
Q4 | $380K | Sell |
3,870
-37
| -0.9% | -$3.63K | 0.04% | 339 |
|
|
2021
Q3 | $380K | Buy |
3,907
+1,154
| +42% | +$112K | 0.04% | 316 |
|
|
2021
Q2 | $252K | Buy |
2,753
+73
| +3% | +$6.68K | 0.03% | 397 |
|
|
2021
Q1 | $208K | Buy |
+2,680
| New | +$208K | 0.02% | 429 |
|
|
2018
Q4 | – | Sell |
-131,103
| Closed | -$2.66M | – | 847 |
|
|
2018
Q3 | $2.66M | Sell |
131,103
-19,644
| -13% | -$398K | 0.03% | 426 |
|
|
2018
Q2 | $3.16M | Buy |
+150,747
| New | +$3.16M | 0.04% | 411 |
|