Delos Wealth Advisors’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 | $74.8K | Buy |
+531
| New | +$74.8K | 0.06% | 77 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$25.1K | – | 138 |
|
|
2024
Q4 | $25.1K | Hold |
200
| – | – | 0.02% | 91 |
|
|
2024
Q3 | $20.8K | Sell |
200
-5
| -2% | -$521 | 0.02% | 95 |
|
|
2024
Q2 | $19.9K | Hold |
205
| – | – | 0.02% | 98 |
|
|
2024
Q1 | $19.3K | Sell |
205
-198
| -49% | -$18.6K | 0.02% | 93 |
|
|
2023
Q4 | $37.6K | Buy |
403
+400
| +13,333% | +$37.3K | 0.05% | 68 |
|
|
2023
Q3 | $256 | Hold |
3
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $257 | Hold |
3
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $264 | Hold |
3
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $255 | Hold |
3
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 338 |
|