Evolution Wealth Advisors’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 | $202K | Buy |
+1,437
| New | +$202K | 0.03% | 162 |
|
|
2021
Q4 | – | Sell |
-1,215
| Closed | -$118K | – | 452 |
|
|
2021
Q3 | $118K | Hold |
1,215
| – | – | 0.03% | 142 |
|
|
2021
Q2 | $111K | Hold |
1,215
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $94K | Hold |
1,215
| – | – | 0.02% | 153 |
|
|
2020
Q4 | $83K | Buy |
1,215
+105
| +9% | +$7.17K | 0.02% | 142 |
|
|
2020
Q3 | $54K | Buy |
1,110
+1,000
| +909% | +$48.6K | 0.01% | 176 |
|
|
2020
Q2 | $5K | Sell |
110
-63,552
| -100% | -$2.89M | ﹤0.01% | 371 |
|
|
2020
Q1 | $2.17M | Buy |
63,662
+63,416
| +25,779% | +$2.16M | 0.87% | 28 |
|
|
2019
Q4 | $13K | Sell |
246
-487
| -66% | -$25.7K | ﹤0.01% | 262 |
|
|
2019
Q3 | $31K | Buy |
733
+538
| +276% | +$22.8K | 0.01% | 66 |
|
|
2019
Q2 | $9K | Buy |
+195
| New | +$9K | ﹤0.01% | 187 |
|