D'Orazio & Associates’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 | $256K | Buy |
+1,820
| New | +$256K | 0.04% | 199 |
|
|
2025
Q1 | – | Sell |
-1,679
| Closed | -$211K | – | 257 |
|
|
2024
Q4 | $211K | Buy |
+1,679
| New | +$211K | 0.03% | 211 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$1K | – | 406 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 331 |
|
|
2018
Q1 | – | Sell |
-196
| Closed | -$10K | – | 323 |
|
|
2017
Q4 | $10K | Buy |
+196
| New | +$10K | ﹤0.01% | 223 |
|
|
2015
Q4 | – | Sell |
-170
| Closed | -$6K | – | 293 |
|
|
2015
Q3 | $6K | Buy |
+170
| New | +$6K | ﹤0.01% | 228 |
|