Creative Financial Designs’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 | $68K | Sell |
483
-51
| -10% | -$7.18K | ﹤0.01% | 772 |
|
|
2025
Q1 | $62.3K | Buy |
534
+78
| +17% | +$9.1K | 0.01% | 751 |
|
|
2024
Q4 | $57.3K | Buy |
456
+22
| +5% | +$2.77K | ﹤0.01% | 750 |
|
|
2024
Q3 | $45.3K | Buy |
434
+1
| +0.2% | +$104 | ﹤0.01% | 803 |
|
|
2024
Q2 | $42.1K | Buy |
433
+1
| +0.2% | +$97 | ﹤0.01% | 788 |
|
|
2024
Q1 | $40.7K | Sell |
432
-429
| -50% | -$40.4K | ﹤0.01% | 778 |
|
|
2023
Q4 | $80.3K | Buy |
861
+72
| +9% | +$6.71K | 0.01% | 585 |
|
|
2023
Q3 | $64.4K | Buy |
789
+4
| +0.5% | +$327 | 0.01% | 569 |
|
|
2023
Q2 | $67K | Buy |
785
+4
| +0.5% | +$342 | 0.01% | 565 |
|
|
2023
Q1 | $68.6K | Buy |
781
+103
| +15% | +$9.05K | 0.01% | 527 |
|
|
2022
Q4 | $57.7K | Buy |
678
+3
| +0.4% | +$255 | 0.01% | 547 |
|
|
2022
Q3 | $53K | Buy |
675
+7
| +1% | +$550 | 0.01% | 539 |
|
|
2022
Q2 | $51K | Buy |
668
+3
| +0.5% | +$229 | 0.01% | 540 |
|
|
2022
Q1 | $58K | Buy |
665
+2
| +0.3% | +$174 | 0.01% | 534 |
|
|
2021
Q4 | $65K | Sell |
663
-39
| -6% | -$3.82K | 0.01% | 522 |
|
|
2021
Q3 | $68K | Buy |
702
+1
| +0.1% | +$97 | 0.01% | 536 |
|
|
2021
Q2 | $64K | Buy |
701
+1
| +0.1% | +$91 | 0.01% | 539 |
|
|
2021
Q1 | $54K | Buy |
700
+408
| +140% | +$31.5K | 0.01% | 544 |
|
|
2020
Q4 | $20K | Buy |
292
+3
| +1% | +$205 | ﹤0.01% | 720 |
|
|
2020
Q3 | $14K | Buy |
289
+51
| +21% | +$2.47K | ﹤0.01% | 736 |
|
|
2020
Q2 | $11K | Buy |
+238
| New | +$11K | ﹤0.01% | 731 |
|
|
2018
Q4 | – | Sell |
-152
| Closed | -$7K | – | 704 |
|
|
2018
Q3 | $7K | Buy |
152
+1
| +0.7% | +$46 | ﹤0.01% | 477 |
|
|
2018
Q2 | $7K | Buy |
151
+1
| +0.7% | +$46 | ﹤0.01% | 508 |
|
|
2018
Q1 | $8K | Buy |
150
+100
| +200% | +$5.33K | 0.01% | 444 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 565 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 637 |
|
|
2017
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 646 |
|
|
2017
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 609 |
|
|
2016
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 600 |
|