Empirical 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 | $2.78M | Buy |
19,736
+3,766
| +24% | +$530K | 0.06% | 188 |
|
|
2025
Q1 | $1.86M | Sell |
15,970
-1,593
| -9% | -$186K | 0.05% | 218 |
|
|
2024
Q4 | $2.21M | Buy |
17,563
+2,784
| +19% | +$350K | 0.06% | 183 |
|
|
2024
Q3 | $1.54M | Buy |
14,779
+1,334
| +10% | +$139K | 0.04% | 214 |
|
|
2024
Q2 | $1.31M | Buy |
13,445
+3,273
| +32% | +$318K | 0.04% | 228 |
|
|
2024
Q1 | $958K | Buy |
10,172
+1,904
| +23% | +$179K | 0.03% | 261 |
|
|
2023
Q4 | $771K | Buy |
8,268
+204
| +3% | +$19K | 0.03% | 261 |
|
|
2023
Q3 | $659K | Buy |
8,064
+1,923
| +31% | +$157K | 0.03% | 268 |
|
|
2023
Q2 | $524K | Sell |
6,141
-3,731
| -38% | -$319K | 0.02% | 294 |
|
|
2023
Q1 | $867K | Buy |
9,872
+3,150
| +47% | +$277K | 0.04% | 237 |
|
|
2022
Q4 | $572K | Buy |
6,722
+192
| +3% | +$16.3K | 0.03% | 287 |
|
|
2022
Q3 | $516K | Buy |
6,530
+519
| +9% | +$41K | 0.03% | 293 |
|
|
2022
Q2 | $457K | Buy |
6,011
+207
| +4% | +$15.7K | 0.02% | 312 |
|
|
2022
Q1 | $507K | Sell |
5,804
-313
| -5% | -$27.3K | 0.03% | 328 |
|
|
2021
Q4 | $600K | Buy |
6,117
+3,239
| +113% | +$318K | 0.03% | 309 |
|
|
2021
Q3 | $280K | Buy |
2,878
+563
| +24% | +$54.8K | 0.02% | 389 |
|
|
2021
Q2 | $212K | Buy |
+2,315
| New | +$212K | 0.01% | 417 |
|
|
2020
Q3 | – | Sell |
-13,685
| Closed | -$661K | – | 353 |
|
|
2020
Q2 | $661K | Buy |
13,685
+1,073
| +9% | +$51.8K | 0.06% | 172 |
|
|
2020
Q1 | $429K | Buy |
12,612
+2,238
| +22% | +$76.1K | 0.05% | 197 |
|
|
2019
Q4 | $530K | Buy |
+10,374
| New | +$530K | 0.06% | 180 |
|