Destination 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 | $792K | Buy |
5,625
+139
| +3% | +$19.6K | 0.02% | 142 |
|
|
2025
Q1 | $640K | Buy |
5,486
+1,283
| +31% | +$150K | 0.02% | 146 |
|
|
2024
Q4 | $528K | Buy |
4,203
+171
| +4% | +$21.5K | 0.02% | 158 |
|
|
2024
Q3 | $420K | Buy |
4,032
+65
| +2% | +$6.78K | 0.01% | 174 |
|
|
2024
Q2 | $386K | Buy |
3,967
+1
| +0% | +$97 | 0.01% | 159 |
|
|
2024
Q1 | $373K | Buy |
3,966
+87
| +2% | +$8.19K | 0.01% | 164 |
|
|
2023
Q4 | $362K | Sell |
3,879
-211
| -5% | -$19.7K | 0.01% | 159 |
|
|
2023
Q3 | $334K | Sell |
4,090
-71
| -2% | -$5.8K | 0.01% | 158 |
|
|
2023
Q2 | $355K | Sell |
4,161
-237
| -5% | -$20.2K | 0.01% | 162 |
|
|
2023
Q1 | $386K | Buy |
4,398
+210
| +5% | +$18.4K | 0.01% | 154 |
|
|
2022
Q4 | $356K | Buy |
4,188
+98
| +2% | +$8.33K | 0.01% | 163 |
|
|
2022
Q3 | $323K | Sell |
4,090
-8
| -0.2% | -$632 | 0.01% | 153 |
|
|
2022
Q2 | $312K | Sell |
4,098
-307
| -7% | -$23.4K | 0.01% | 165 |
|
|
2022
Q1 | $385K | Buy |
4,405
+358
| +9% | +$31.3K | 0.01% | 145 |
|
|
2021
Q4 | $397K | Buy |
4,047
+18
| +0.4% | +$1.77K | 0.01% | 152 |
|
|
2021
Q3 | $392K | Hold |
4,029
| – | – | 0.02% | 135 |
|
|
2021
Q2 | $369K | Sell |
4,029
-200
| -5% | -$18.3K | 0.01% | 142 |
|
|
2021
Q1 | $328K | Hold |
4,229
| – | – | 0.01% | 148 |
|
|
2020
Q4 | $290K | Buy |
+4,229
| New | +$290K | 0.01% | 144 |
|
|
2019
Q3 | – | Sell |
-743
| Closed | -$33K | – | 367 |
|
|
2019
Q2 | $33K | Sell |
743
-28
| -4% | -$1.24K | ﹤0.01% | 328 |
|
|
2019
Q1 | $33K | Buy |
771
+215
| +39% | +$9.2K | ﹤0.01% | 331 |
|
|
2018
Q4 | $22K | Sell |
556
-41
| -7% | -$1.62K | ﹤0.01% | 346 |
|
|
2018
Q3 | $28K | Hold |
597
| – | – | ﹤0.01% | 364 |
|
|
2018
Q2 | $28K | Buy |
597
+41
| +7% | +$1.92K | ﹤0.01% | 317 |
|
|
2018
Q1 | $30K | Buy |
+556
| New | +$30K | ﹤0.01% | 303 |
|