Empower Advisory Group’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 | $723K | Buy |
5,132
+617
| +14% | +$86.9K | ﹤0.01% | 283 |
|
|
2025
Q1 | $527K | Buy |
4,515
+582
| +15% | +$67.9K | ﹤0.01% | 316 |
|
|
2024
Q4 | $494K | Sell |
3,933
-2,178
| -36% | -$274K | ﹤0.01% | 323 |
|
|
2024
Q3 | $637K | Buy |
6,111
+23
| +0.4% | +$2.4K | ﹤0.01% | 284 |
|
|
2024
Q2 | $592K | Sell |
6,088
-2,374
| -28% | -$231K | ﹤0.01% | 282 |
|
|
2024
Q1 | $797K | Buy |
8,462
+1,520
| +22% | +$143K | ﹤0.01% | 248 |
|
|
2023
Q4 | $647K | Sell |
6,942
-232
| -3% | -$21.6K | ﹤0.01% | 268 |
|
|
2023
Q3 | $586K | Buy |
7,174
+49
| +0.7% | +$4K | ﹤0.01% | 278 |
|
|
2023
Q2 | $608K | Sell |
7,125
-188
| -3% | -$16.1K | ﹤0.01% | 281 |
|
|
2023
Q1 | $637K | Buy |
+7,313
| New | +$637K | ﹤0.01% | 277 |
|