Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,715
| Closed | -$253K | – | 90 |
|
|
2023
Q4 | $253K | Buy |
+2,715
| New | +$253K | 0.04% | 130 |
|
|
2023
Q3 | – | Sell |
-3,907
| Closed | -$334K | – | 169 |
|
|
2023
Q2 | $334K | Sell |
3,907
-119
| -3% | -$10.2K | 0.05% | 116 |
|
|
2023
Q1 | $353K | Sell |
4,026
-598
| -13% | -$52.5K | 0.05% | 109 |
|
|
2022
Q4 | $393K | Sell |
4,624
-2,487
| -35% | -$211K | 0.06% | 125 |
|
|
2022
Q3 | $562K | Buy |
7,111
+1,270
| +22% | +$100K | 0.09% | 100 |
|
|
2022
Q2 | $444K | Buy |
5,841
+121
| +2% | +$9.2K | 0.09% | 67 |
|
|
2022
Q1 | $499K | Buy |
5,720
+1,492
| +35% | +$130K | 0.09% | 62 |
|
|
2021
Q4 | $415K | Buy |
4,228
+118
| +3% | +$11.6K | 0.07% | 73 |
|
|
2021
Q3 | $399K | Buy |
4,110
+1
| +0% | +$97 | 0.18% | 50 |
|
|
2021
Q2 | $376K | Buy |
4,109
+3
| +0.1% | +$275 | 0.19% | 58 |
|
|
2021
Q1 | $318K | Buy |
4,106
+5
| +0.1% | +$387 | 0.2% | 60 |
|
|
2020
Q4 | $281K | Buy |
+4,101
| New | +$281K | 0.2% | 62 |
|