Financial 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 | $804K | Buy |
5,706
+230
| +4% | +$32.4K | 0.15% | 33 |
|
|
2025
Q1 | $639K | Hold |
5,476
| – | – | 0.13% | 35 |
|
|
2024
Q4 | $688K | Hold |
5,476
| – | – | 0.13% | 33 |
|
|
2024
Q3 | $571K | Hold |
5,476
| – | – | 0.11% | 40 |
|
|
2024
Q2 | $532K | Hold |
5,476
| – | – | 0.11% | 39 |
|
|
2024
Q1 | $516K | Hold |
5,476
| – | – | 0.11% | 43 |
|
|
2023
Q4 | $511K | Sell |
5,476
-4
| -0.1% | -$373 | 0.11% | 37 |
|
|
2023
Q3 | $448K | Buy |
5,480
+4
| +0.1% | +$327 | 0.11% | 42 |
|
|
2023
Q2 | $468K | Sell |
5,476
-114
| -2% | -$9.74K | 0.11% | 46 |
|
|
2023
Q1 | $491K | Hold |
5,590
| – | – | 0.12% | 39 |
|
|
2022
Q4 | $475K | Hold |
5,590
| – | – | 0.13% | 43 |
|
|
2022
Q3 | $428K | Hold |
5,590
| – | – | 0.15% | 41 |
|
|
2022
Q2 | $425K | Hold |
5,590
| – | – | 0.15% | 43 |
|
|
2022
Q1 | $489K | Hold |
5,590
| – | – | 0.15% | 46 |
|
|
2021
Q4 | $549K | Hold |
5,590
| – | – | 0.17% | 44 |
|
|
2021
Q3 | $544K | Hold |
5,590
| – | – | 0.18% | 41 |
|
|
2021
Q2 | $513K | Buy |
5,590
+550
| +11% | +$50.5K | 0.18% | 41 |
|
|
2021
Q1 | $391K | Buy |
+5,040
| New | +$391K | 0.16% | 51 |
|