CreativeOne Wealth’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 | $3.57M | Sell |
25,366
-112
| -0.4% | -$15.8K | 0.09% | 203 |
|
|
2025
Q1 | $2.97M | Buy |
25,478
+7,451
| +41% | +$869K | 0.09% | 217 |
|
|
2024
Q4 | $2.27M | Buy |
18,027
+1,436
| +9% | +$181K | 0.07% | 263 |
|
|
2024
Q3 | $1.73M | Buy |
16,591
+9,090
| +121% | +$948K | 0.06% | 299 |
|
|
2024
Q2 | $729K | Sell |
7,501
-1,309
| -15% | -$127K | 0.04% | 391 |
|
|
2024
Q1 | $830K | Buy |
8,810
+5,194
| +144% | +$489K | 0.03% | 425 |
|
|
2023
Q4 | $338K | Buy |
+3,616
| New | +$338K | 0.02% | 467 |
|
|
2023
Q3 | – | Sell |
-5,368
| Closed | -$458K | – | 737 |
|
|
2023
Q2 | $458K | Buy |
5,368
+937
| +21% | +$79.9K | 0.02% | 519 |
|
|
2023
Q1 | $389K | Sell |
4,431
-32
| -0.7% | -$2.81K | 0.02% | 540 |
|
|
2022
Q4 | $379K | Sell |
4,463
-1
| -0% | -$85 | 0.02% | 506 |
|
|
2022
Q3 | $353K | Sell |
4,464
-6,641
| -60% | -$525K | 0.02% | 494 |
|
|
2022
Q2 | $845K | Buy |
11,105
+5,780
| +109% | +$440K | 0.05% | 294 |
|
|
2022
Q1 | $465K | Buy |
5,325
+3,227
| +154% | +$282K | 0.02% | 449 |
|
|
2021
Q4 | $206K | Sell |
2,098
-415
| -17% | -$40.7K | 0.01% | 716 |
|
|
2021
Q3 | $245K | Buy |
2,513
+218
| +9% | +$21.3K | 0.01% | 607 |
|
|
2021
Q2 | $210K | Buy |
+2,295
| New | +$210K | 0.01% | 635 |
|