Elk River 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 | $7M | Sell |
49,662
-541
| -1% | -$76.2K | 1.2% | 26 |
|
|
2025
Q1 | $5.86M | Buy |
50,203
+1,663
| +3% | +$194K | 1.1% | 30 |
|
|
2024
Q4 | $6.1M | Sell |
48,540
-609
| -1% | -$76.6K | 1.11% | 30 |
|
|
2024
Q3 | $5.12M | Buy |
49,149
+573
| +1% | +$59.7K | 0.93% | 34 |
|
|
2024
Q2 | $4.72M | Buy |
48,576
+432
| +0.9% | +$42K | 0.92% | 35 |
|
|
2024
Q1 | $4.53M | Sell |
48,144
-4,824
| -9% | -$454K | 0.92% | 34 |
|
|
2023
Q4 | $4.94M | Sell |
52,968
-113
| -0.2% | -$10.5K | 0.95% | 33 |
|
|
2023
Q3 | $4.34M | Sell |
53,081
-1,731
| -3% | -$141K | 0.96% | 33 |
|
|
2023
Q2 | $4.68M | Sell |
54,812
-2,277
| -4% | -$194K | 1% | 34 |
|
|
2023
Q1 | $5.04M | Buy |
57,089
+941
| +2% | +$83.1K | 1.14% | 31 |
|
|
2022
Q4 | $4.77M | Buy |
56,148
+778
| +1% | +$66.1K | 1.16% | 29 |
|
|
2022
Q3 | $4.38M | Buy |
55,370
+912
| +2% | +$72.1K | 1.15% | 29 |
|
|
2022
Q2 | $4.14M | Buy |
54,458
+58
| +0.1% | +$4.41K | 1.05% | 29 |
|
|
2022
Q1 | $4.76M | Buy |
54,400
+3,689
| +7% | +$322K | 1.04% | 28 |
|
|
2021
Q4 | $4.98M | Buy |
50,711
+1,772
| +4% | +$174K | 1.13% | 28 |
|
|
2021
Q3 | $4.76M | Buy |
48,939
+1,738
| +4% | +$169K | 1.2% | 28 |
|
|
2021
Q2 | $4.33M | Buy |
47,201
+2,096
| +5% | +$192K | 1.12% | 32 |
|
|
2021
Q1 | $3.5M | Buy |
45,105
+6,553
| +17% | +$509K | 1% | 36 |
|
|
2020
Q4 | $2.64M | Buy |
+38,552
| New | +$2.64M | 0.87% | 43 |
|