Cranbrook 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 | $123K | Buy |
872
+93
| +12% | +$13.1K | 0.03% | 148 |
|
|
2025
Q1 | $90.9K | Buy |
779
+56
| +8% | +$6.53K | 0.02% | 157 |
|
|
2024
Q4 | $90.9K | Buy |
723
+1
| +0.1% | +$126 | 0.02% | 159 |
|
|
2024
Q3 | $75.3K | Sell |
722
-168
| -19% | -$17.5K | 0.02% | 165 |
|
|
2024
Q2 | $86.5K | Hold |
890
| – | – | 0.02% | 154 |
|
|
2024
Q1 | $83.8K | Hold |
890
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $83K | Sell |
890
-66
| -7% | -$6.15K | 0.02% | 134 |
|
|
2023
Q3 | $78.1K | Sell |
956
-234
| -20% | -$19.1K | 0.02% | 133 |
|
|
2023
Q2 | $102K | Sell |
1,190
-235
| -16% | -$20.1K | 0.03% | 119 |
|
|
2023
Q1 | $125K | Hold |
1,425
| – | – | 0.04% | 107 |
|
|
2022
Q4 | $121K | Buy |
1,425
+1
| +0.1% | +$85 | 0.03% | 113 |
|
|
2022
Q3 | $113K | Sell |
1,424
-235
| -14% | -$18.6K | 0.03% | 120 |
|
|
2022
Q2 | $126K | Buy |
1,659
+27
| +2% | +$2.05K | 0.03% | 118 |
|
|
2022
Q1 | $143K | Hold |
1,632
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $160K | Hold |
1,632
| – | – | 0.03% | 110 |
|
|
2021
Q3 | $159K | Buy |
1,632
+172
| +12% | +$16.8K | 0.04% | 110 |
|
|
2021
Q2 | $134K | Sell |
1,460
-36
| -2% | -$3.3K | 0.03% | 119 |
|
|
2021
Q1 | $116K | Buy |
1,496
+1,210
| +423% | +$93.8K | 0.03% | 124 |
|
|
2020
Q4 | $20K | Buy |
286
+268
| +1,489% | +$18.7K | 0.01% | 206 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 259 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 256 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 249 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 252 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 260 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 231 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 236 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 230 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 225 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 215 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 215 |
|
|
2017
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 212 |
|
|
2017
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 213 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 219 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 203 |
|
|
2016
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 208 |
|
|
2016
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 200 |
|
|
2016
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 209 |
|
|
2016
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 212 |
|
|
2015
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 196 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 203 |
|
|
2015
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 206 |
|
|
2015
Q1 | $1K | Sell |
18
-136
| -88% | -$7.56K | ﹤0.01% | 205 |
|
|
2014
Q4 | $6K | Hold |
154
| – | – | ﹤0.01% | 181 |
|
|
2014
Q3 | $5K | Hold |
154
| – | – | ﹤0.01% | 138 |
|
|
2014
Q2 | $5K | Hold |
154
| – | – | ﹤0.01% | 137 |
|
|
2014
Q1 | $5K | Hold |
154
| – | – | ﹤0.01% | 136 |
|
|
2013
Q4 | $5K | Buy |
+154
| New | +$5K | ﹤0.01% | 183 |
|