Executive Wealth Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.35M | Buy |
15,153
+10,136
| +202% | +$904K | 0.28% | 36 |
|
|
2023
Q4 | $468K | Buy |
5,017
+54
| +1% | +$5.04K | 0.3% | 36 |
|
|
2023
Q3 | $405K | Buy |
4,963
+48
| +1% | +$3.92K | 0.29% | 37 |
|
|
2023
Q2 | $420K | Buy |
4,915
+46
| +0.9% | +$3.93K | 0.28% | 37 |
|
|
2023
Q1 | $428K | Buy |
4,869
+37
| +0.8% | +$3.25K | 0.3% | 35 |
|
|
2022
Q4 | $411K | Buy |
4,832
+41
| +0.9% | +$3.49K | 0.31% | 34 |
|
|
2022
Q3 | $379K | Buy |
4,791
+40
| +0.8% | +$3.16K | 0.33% | 35 |
|
|
2022
Q2 | $361K | Buy |
4,751
+43
| +0.9% | +$3.27K | 0.28% | 38 |
|
|
2022
Q1 | $412K | Buy |
4,708
+31
| +0.7% | +$2.71K | 0.27% | 38 |
|
|
2021
Q4 | $459K | Buy |
4,677
+33
| +0.7% | +$3.24K | 0.28% | 35 |
|
|
2021
Q3 | $452K | Buy |
4,644
+31
| +0.7% | +$3.02K | 0.28% | 34 |
|
|
2021
Q2 | $423K | Buy |
4,613
+19
| +0.4% | +$1.74K | 0.25% | 35 |
|
|
2021
Q1 | $357K | Buy |
4,594
+22
| +0.5% | +$1.71K | 0.22% | 37 |
|
|
2020
Q4 | $313K | Buy |
4,572
+28
| +0.6% | +$1.92K | 0.21% | 38 |
|
|
2020
Q3 | $220K | Buy |
4,544
+31
| +0.7% | +$1.5K | 0.17% | 43 |
|
|
2020
Q2 | $218K | Buy |
+4,513
| New | +$218K | 0.17% | 42 |
|
|
2020
Q1 | – | Sell |
-4,443
| Closed | -$227K | – | 40 |
|
|
2019
Q4 | $227K | Buy |
+4,443
| New | +$227K | 0.17% | 38 |
|
|
2018
Q3 | – | Sell |
-4,255
| Closed | -$202K | – | 37 |
|
|
2018
Q2 | $202K | Buy |
4,255
+19
| +0.4% | +$901 | 0.18% | 35 |
|
|
2018
Q1 | $229K | Buy |
4,236
+20
| +0.5% | +$1.08K | 0.2% | 33 |
|
|
2017
Q4 | $221K | Buy |
+4,216
| New | +$221K | 0.2% | 34 |
|