Covestor’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 | $153K | Buy |
1,087
+182
| +20% | +$25.6K | 0.09% | 310 |
|
|
2025
Q1 | $106K | Sell |
905
-204
| -18% | -$23.9K | 0.07% | 451 |
|
|
2024
Q4 | $139K | Buy |
1,109
+392
| +55% | +$49.1K | 0.09% | 323 |
|
|
2024
Q3 | $74K | Sell |
717
-181
| -20% | -$18.7K | 0.05% | 692 |
|
|
2024
Q2 | $87K | Sell |
898
-511
| -36% | -$49.5K | 0.06% | 583 |
|
|
2024
Q1 | $133K | Buy |
1,409
+739
| +110% | +$69.8K | 0.08% | 341 |
|
|
2023
Q4 | $63K | Sell |
670
-88
| -12% | -$8.28K | 0.04% | 750 |
|
|
2023
Q3 | $62K | Buy |
758
+93
| +14% | +$7.61K | 0.05% | 666 |
|
|
2023
Q2 | $57K | Sell |
665
-80
| -11% | -$6.86K | 0.04% | 730 |
|
|
2023
Q1 | $65K | Sell |
745
-265
| -26% | -$23.1K | 0.06% | 609 |
|
|
2022
Q4 | $86K | Sell |
1,010
-431
| -30% | -$36.7K | 0.07% | 472 |
|
|
2022
Q3 | $114K | Sell |
1,441
-416
| -22% | -$32.9K | 0.1% | 292 |
|
|
2022
Q2 | $141K | Buy |
1,857
+1,231
| +197% | +$93.5K | 0.11% | 221 |
|
|
2022
Q1 | $55K | Buy |
626
+251
| +67% | +$22.1K | 0.04% | 771 |
|
|
2021
Q4 | $37K | Buy |
+375
| New | +$37K | 0.05% | 693 |
|