Evoke Wealth’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 | $1.52M | Sell |
10,755
-2,261
| -17% | -$318K | 0.03% | 185 |
|
|
2025
Q1 | $1.52M | Buy |
13,016
+528
| +4% | +$61.6K | 0.04% | 159 |
|
|
2024
Q4 | $1.57M | Sell |
12,488
-273
| -2% | -$34.3K | 0.04% | 152 |
|
|
2024
Q3 | $1.33M | Buy |
+12,761
| New | +$1.33M | 0.04% | 163 |
|
|
2024
Q2 | – | Sell |
-11,774
| Closed | -$1.11M | – | 284 |
|
|
2024
Q1 | $1.11M | Buy |
+11,774
| New | +$1.11M | 0.03% | 171 |
|
|
2023
Q4 | – | Sell |
-6,844
| Closed | -$559K | – | 252 |
|
|
2023
Q3 | $559K | Sell |
6,844
-682
| -9% | -$55.7K | 0.02% | 224 |
|
|
2023
Q2 | $643K | Buy |
7,526
+1,787
| +31% | +$153K | 0.02% | 199 |
|
|
2023
Q1 | $504K | Buy |
5,739
+391
| +7% | +$34.3K | 0.02% | 214 |
|
|
2022
Q4 | $455K | Sell |
5,348
-61
| -1% | -$5.19K | 0.02% | 226 |
|
|
2022
Q3 | $427K | Buy |
5,409
+21
| +0.4% | +$1.66K | 0.02% | 226 |
|
|
2022
Q2 | $410K | Sell |
5,388
-235
| -4% | -$17.9K | 0.02% | 240 |
|
|
2022
Q1 | $491K | Buy |
5,623
+117
| +2% | +$10.2K | 0.02% | 238 |
|
|
2021
Q4 | $541K | Buy |
5,506
+590
| +12% | +$58K | 0.02% | 229 |
|
|
2021
Q3 | $478K | Sell |
4,916
-194
| -4% | -$18.9K | 0.02% | 234 |
|
|
2021
Q2 | $469K | Sell |
5,110
-4,970
| -49% | -$456K | 0.02% | 242 |
|
|
2021
Q1 | $783K | Buy |
10,080
+1,993
| +25% | +$155K | 0.04% | 173 |
|
|
2020
Q4 | $554K | Buy |
8,087
+2,511
| +45% | +$172K | 0.04% | 143 |
|
|
2020
Q3 | $270K | Sell |
5,576
-40
| -0.7% | -$1.94K | 0.02% | 184 |
|
|
2020
Q2 | $271K | Buy |
5,616
+60
| +1% | +$2.9K | 0.03% | 168 |
|
|
2020
Q1 | $189K | Sell |
5,556
-168
| -3% | -$5.71K | 0.03% | 189 |
|
|
2019
Q4 | $293K | Sell |
5,724
-46
| -0.8% | -$2.35K | 0.04% | 176 |
|
|
2019
Q3 | $246K | Buy |
+5,770
| New | +$246K | 0.03% | 229 |
|