Envestnet Portfolio Solutions’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 | $17.2M | Sell |
121,960
-14,265
| -10% | -$2.01M | 0.06% | 148 |
|
|
2025
Q1 | $15.9M | Buy |
136,225
+9,416
| +7% | +$1.1M | 0.06% | 153 |
|
|
2024
Q4 | $15.9M | Buy |
126,809
+514
| +0.4% | +$64.6K | 0.05% | 167 |
|
|
2024
Q3 | $13.2M | Buy |
126,295
+18,060
| +17% | +$1.88M | 0.04% | 209 |
|
|
2024
Q2 | $10.5M | Sell |
108,235
-16,765
| -13% | -$1.63M | 0.04% | 226 |
|
|
2024
Q1 | $11.8M | Buy |
125,000
+14,175
| +13% | +$1.33M | 0.04% | 203 |
|
|
2023
Q4 | $10.3M | Buy |
110,825
+1,291
| +1% | +$120K | 0.04% | 202 |
|
|
2023
Q3 | $8.95M | Buy |
+109,534
| New | +$8.95M | 0.04% | 198 |
|