Creative Planning’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 | $40.8M | Buy |
289,306
+18,763
| +7% | +$2.64M | 0.03% | 205 |
|
|
2025
Q1 | $31.6M | Buy |
270,543
+29,194
| +12% | +$3.41M | 0.03% | 234 |
|
|
2024
Q4 | $30.3M | Buy |
241,349
+21,235
| +10% | +$2.67M | 0.03% | 220 |
|
|
2024
Q3 | $22.9M | Buy |
220,114
+8,902
| +4% | +$928K | 0.02% | 253 |
|
|
2024
Q2 | $20.5M | Buy |
211,212
+41,660
| +25% | +$4.05M | 0.02% | 264 |
|
|
2024
Q1 | $16M | Buy |
169,552
+17,052
| +11% | +$1.61M | 0.02% | 304 |
|
|
2023
Q4 | $14.2M | Sell |
152,500
-17,514
| -10% | -$1.63M | 0.03% | 306 |
|
|
2023
Q3 | $13.9M | Buy |
170,014
+11,913
| +8% | +$973K | 0.02% | 296 |
|
|
2023
Q2 | $13.5M | Buy |
158,101
+10,866
| +7% | +$928K | 0.02% | 290 |
|
|
2023
Q1 | $12.9M | Buy |
147,235
+11,331
| +8% | +$995K | 0.02% | 289 |
|
|
2022
Q4 | $11.6M | Buy |
135,904
+13,713
| +11% | +$1.17M | 0.02% | 314 |
|
|
2022
Q3 | $9.65M | Sell |
122,191
-6,577
| -5% | -$520K | 0.02% | 315 |
|
|
2022
Q2 | $9.79M | Buy |
128,768
+7,165
| +6% | +$545K | 0.02% | 325 |
|
|
2022
Q1 | $10.6M | Buy |
121,603
+7,491
| +7% | +$654K | 0.02% | 308 |
|
|
2021
Q4 | $11.2M | Buy |
114,112
+4,381
| +4% | +$430K | 0.02% | 265 |
|
|
2021
Q3 | $10.7M | Buy |
109,731
+5,708
| +5% | +$555K | 0.02% | 253 |
|
|
2021
Q2 | $9.54M | Sell |
104,023
-14,900
| -13% | -$1.37M | 0.02% | 274 |
|
|
2021
Q1 | $9.24M | Buy |
118,923
+14,651
| +14% | +$1.14M | 0.02% | 285 |
|
|
2020
Q4 | $7.15M | Buy |
104,272
+35,217
| +51% | +$2.41M | 0.02% | 308 |
|
|
2020
Q3 | $3.34M | Buy |
69,055
+11,839
| +21% | +$572K | 0.01% | 399 |
|
|
2020
Q2 | $2.76M | Sell |
57,216
-4,083
| -7% | -$197K | 0.01% | 393 |
|
|
2020
Q1 | $2.08M | Sell |
61,299
-14,146
| -19% | -$481K | 0.01% | 421 |
|
|
2019
Q4 | $3.86M | Sell |
75,445
-17,744
| -19% | -$907K | 0.01% | 341 |
|
|
2019
Q3 | $3.98M | Buy |
93,189
+2,621
| +3% | +$112K | 0.01% | 330 |
|
|
2019
Q2 | $3.97M | Buy |
90,568
+43,590
| +93% | +$1.91M | 0.01% | 336 |
|
|
2019
Q1 | $1.98M | Sell |
46,978
-3,084
| -6% | -$130K | 0.01% | 460 |
|
|
2018
Q4 | $1.99M | Sell |
50,062
-12,187
| -20% | -$483K | 0.01% | 425 |
|
|
2018
Q3 | $2.9M | Sell |
62,249
-3,477
| -5% | -$162K | 0.01% | 388 |
|
|
2018
Q2 | $3.12M | Buy |
65,726
+3,753
| +6% | +$178K | 0.01% | 362 |
|
|
2018
Q1 | $3.34M | Buy |
61,973
+3,023
| +5% | +$163K | 0.01% | 334 |
|
|
2017
Q4 | $3.09M | Buy |
58,950
+2,738
| +5% | +$144K | 0.01% | 344 |
|
|
2017
Q3 | $2.71M | Sell |
56,212
-4,783
| -8% | -$230K | 0.01% | 376 |
|
|
2017
Q2 | $2.72M | Sell |
60,995
-13,259
| -18% | -$591K | 0.01% | 350 |
|
|
2017
Q1 | $3.18M | Buy |
74,254
+19,754
| +36% | +$846K | 0.02% | 299 |
|
|
2016
Q4 | $2.3M | Sell |
54,500
-31,208
| -36% | -$1.32M | 0.01% | 365 |
|
|
2016
Q3 | $2.75M | Buy |
85,708
+17,103
| +25% | +$548K | 0.02% | 313 |
|
|
2016
Q2 | $1.78M | Buy |
68,605
+14,858
| +28% | +$386K | 0.01% | 363 |
|
|
2016
Q1 | $1.34M | Buy |
53,747
+9,770
| +22% | +$244K | 0.01% | 414 |
|
|
2015
Q4 | $1.4M | Buy |
43,977
+10,395
| +31% | +$331K | 0.01% | 404 |
|
|
2015
Q3 | $1.06M | Sell |
33,582
-42,542
| -56% | -$1.34M | 0.01% | 452 |
|
|
2015
Q2 | $2.95M | Buy |
76,124
+40,517
| +114% | +$1.57M | 0.03% | 221 |
|
|
2015
Q1 | $1.27M | Sell |
35,607
-137
| -0.4% | -$4.89K | 0.01% | 392 |
|
|
2014
Q4 | $1.39M | Buy |
35,744
+2,558
| +8% | +$99.3K | 0.01% | 352 |
|
|
2014
Q3 | $1.15M | Sell |
33,186
-2,360
| -7% | -$81.6K | 0.01% | 354 |
|
|
2014
Q2 | $1.15M | Buy |
35,546
+6,713
| +23% | +$217K | 0.01% | 351 |
|
|
2014
Q1 | $899K | Buy |
28,833
+1,633
| +6% | +$50.9K | 0.01% | 402 |
|
|
2013
Q4 | $853K | Buy |
27,200
+3,825
| +16% | +$120K | 0.01% | 350 |
|
|
2013
Q3 | $630K | Buy |
23,375
+6,385
| +38% | +$172K | 0.01% | 379 |
|
|
2013
Q2 | $415K | Buy |
+16,990
| New | +$415K | 0.01% | 454 |
|