FDx 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 | $320K | Buy |
2,274
+27
| +1% | +$3.8K | 0.1% | 125 |
|
|
2025
Q1 | $262K | Sell |
2,247
-332
| -13% | -$38.7K | 0.09% | 143 |
|
|
2024
Q4 | $324K | Sell |
2,579
-394
| -13% | -$49.5K | 0.09% | 131 |
|
|
2024
Q3 | $310K | Buy |
+2,973
| New | +$310K | 0.08% | 146 |
|
|
2024
Q2 | – | Sell |
-2,895
| Closed | -$273K | – | 297 |
|
|
2024
Q1 | $273K | Sell |
2,895
-4,169
| -59% | -$393K | 0.04% | 304 |
|
|
2023
Q4 | $659K | Sell |
7,064
-740
| -9% | -$69K | 0.05% | 331 |
|
|
2023
Q3 | $637K | Sell |
7,804
-8,850
| -53% | -$722K | 0.05% | 300 |
|
|
2023
Q2 | $1.42M | Sell |
16,654
-32,817
| -66% | -$2.8M | 0.08% | 246 |
|
|
2023
Q1 | $4.21M | Hold |
49,471
| – | – | 0.18% | 120 |
|
|
2022
Q4 | $4.21M | Sell |
49,471
-1,171
| -2% | -$99.6K | 0.18% | 120 |
|
|
2022
Q3 | $4M | Sell |
50,642
-2,918
| -5% | -$231K | 0.18% | 120 |
|
|
2022
Q2 | $4.07M | Sell |
53,560
-511
| -0.9% | -$38.9K | 0.15% | 136 |
|
|
2022
Q1 | $4.73M | Buy |
54,071
+4,646
| +9% | +$406K | 0.16% | 122 |
|
|
2021
Q4 | $4.85M | Buy |
49,425
+5,830
| +13% | +$572K | 0.13% | 128 |
|
|
2021
Q3 | $4.24M | Sell |
43,595
-5,946
| -12% | -$579K | 0.14% | 125 |
|
|
2021
Q2 | $4.54M | Sell |
49,541
-9,293
| -16% | -$852K | 0.15% | 122 |
|
|
2021
Q1 | $4.57M | Buy |
58,834
+6,728
| +13% | +$522K | 0.17% | 111 |
|
|
2020
Q4 | $3.57M | Buy |
52,106
+1,780
| +4% | +$122K | 0.15% | 122 |
|
|
2020
Q3 | $2.43M | Sell |
50,326
-5,724
| -10% | -$277K | 0.11% | 142 |
|
|
2020
Q2 | $2.71M | Buy |
56,050
+19,713
| +54% | +$952K | 0.14% | 123 |
|
|
2020
Q1 | $1.24M | Buy |
36,337
+4,154
| +13% | +$141K | 0.08% | 175 |
|
|
2019
Q4 | $1.65M | Sell |
32,183
-1,964
| -6% | -$100K | 0.09% | 170 |
|
|
2019
Q3 | $1.46M | Sell |
34,147
-3,172
| -8% | -$135K | 0.1% | 166 |
|
|
2019
Q2 | $1.64M | Buy |
37,319
+5,079
| +16% | +$223K | 0.06% | 226 |
|
|
2019
Q1 | $1.36M | Sell |
32,240
-3,882
| -11% | -$164K | 0.06% | 236 |
|
|
2018
Q4 | $1.43M | Sell |
36,122
-8,973
| -20% | -$356K | 0.12% | 133 |
|
|
2018
Q3 | $2.1M | Buy |
45,095
+2,260
| +5% | +$105K | 0.08% | 190 |
|
|
2018
Q2 | $2.03M | Sell |
42,835
-13,469
| -24% | -$638K | 0.07% | 213 |
|
|
2018
Q1 | $3.04M | Sell |
56,304
-8,449
| -13% | -$456K | 0.09% | 190 |
|
|
2017
Q4 | $3.4M | Buy |
64,753
+3,130
| +5% | +$164K | 0.09% | 187 |
|
|
2017
Q3 | $2.97M | Buy |
61,623
+1,110
| +2% | +$53.5K | 0.08% | 212 |
|
|
2017
Q2 | $2.7M | Sell |
60,513
-4,443
| -7% | -$198K | 0.08% | 221 |
|
|
2017
Q1 | $2.78M | Buy |
64,956
+16,137
| +33% | +$691K | 0.09% | 220 |
|
|
2016
Q4 | $2.06M | Buy |
48,819
+41,535
| +570% | +$1.76M | 0.06% | 276 |
|
|
2016
Q3 | $234K | Buy |
+7,284
| New | +$234K | 0.01% | 835 |
|
|
2015
Q4 | – | Sell |
-7,109
| Closed | -$224K | – | 894 |
|
|
2015
Q3 | $224K | Sell |
7,109
-5,240
| -42% | -$165K | 0.02% | 690 |
|
|
2015
Q2 | $479K | Buy |
12,349
+949
| +8% | +$36.8K | 0.02% | 594 |
|
|
2015
Q1 | $406K | Sell |
11,400
-2,500
| -18% | -$89K | 0.01% | 1061 |
|
|
2014
Q4 | $539K | Sell |
13,900
-2,819
| -17% | -$109K | 0.03% | 531 |
|
|
2014
Q3 | $578K | Sell |
16,719
-6,512
| -28% | -$225K | 0.04% | 512 |
|
|
2014
Q2 | $751K | Sell |
23,231
-1,326
| -5% | -$42.9K | 0.05% | 429 |
|
|
2014
Q1 | $765K | Buy |
24,557
+6,630
| +37% | +$207K | 0.06% | 316 |
|
|
2013
Q4 | $562K | Buy |
17,927
+7,960
| +80% | +$250K | 0.06% | 327 |
|
|
2013
Q3 | $269K | Sell |
9,967
-483
| -5% | -$13K | 0.03% | 484 |
|
|
2013
Q2 | $255K | Buy |
+10,450
| New | +$255K | 0.03% | 424 |
|