Dakota 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 | $1.54M | Buy |
10,900
+345
| +3% | +$48.6K | 0.03% | 313 |
|
|
2025
Q1 | $1.23M | Sell |
10,555
-20
| -0.2% | -$2.33K | 0.03% | 340 |
|
|
2024
Q4 | $1.33M | Sell |
10,575
-704
| -6% | -$88.5K | 0.03% | 316 |
|
|
2024
Q3 | $1.18M | Sell |
11,279
-765
| -6% | -$79.7K | 0.03% | 340 |
|
|
2024
Q2 | $1.17M | Sell |
12,044
-1,193
| -9% | -$116K | 0.03% | 334 |
|
|
2024
Q1 | $1.25M | Sell |
13,237
-216
| -2% | -$20.3K | 0.03% | 326 |
|
|
2023
Q4 | $1.25M | Buy |
13,453
+650
| +5% | +$60.6K | 0.05% | 279 |
|
|
2023
Q3 | $1.05M | Buy |
12,803
+1,785
| +16% | +$146K | 0.05% | 280 |
|
|
2023
Q2 | $941K | Sell |
11,018
-3,375
| -23% | -$288K | 0.04% | 264 |
|
|
2023
Q1 | $1.26M | Sell |
14,393
-1,059
| -7% | -$93K | 0.08% | 200 |
|
|
2022
Q4 | $1.31M | Buy |
15,452
+3,312
| +27% | +$282K | 0.09% | 189 |
|
|
2022
Q3 | $959K | Buy |
12,140
+1,427
| +13% | +$113K | 0.08% | 217 |
|
|
2022
Q2 | $815K | Sell |
10,713
-9,654
| -47% | -$734K | 0.08% | 204 |
|
|
2022
Q1 | $1.78M | Buy |
20,367
+5,694
| +39% | +$498K | 0.14% | 157 |
|
|
2021
Q4 | $1.44M | Buy |
14,673
+497
| +4% | +$48.8K | 0.15% | 136 |
|
|
2021
Q3 | $1.38M | Buy |
14,176
+751
| +6% | +$73.1K | 0.16% | 141 |
|
|
2021
Q2 | $1.23M | Buy |
13,425
+2,400
| +22% | +$220K | 0.15% | 140 |
|
|
2021
Q1 | $856K | Buy |
11,025
+400
| +4% | +$31.1K | 0.11% | 157 |
|
|
2020
Q4 | $728K | Buy |
+10,625
| New | +$728K | 0.09% | 174 |
|
|
2018
Q3 | – | Sell |
-4,540
| Closed | -$215K | – | 296 |
|
|
2018
Q2 | $215K | Buy |
+4,540
| New | +$215K | 0.06% | 191 |
|