Financial Advocates Investment Management’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 | $421K | Sell |
2,992
-2,555
| -46% | -$360K | 0.03% | 400 |
|
|
2025
Q1 | $647K | Buy |
5,547
+3,090
| +126% | +$360K | 0.05% | 370 |
|
|
2024
Q4 | $309K | Sell |
2,457
-170
| -6% | -$21.4K | 0.02% | 589 |
|
|
2024
Q3 | $274K | Buy |
+2,627
| New | +$274K | 0.02% | 626 |
|
|
2023
Q3 | – | Sell |
-3,030
| Closed | -$259K | – | 721 |
|
|
2023
Q2 | $259K | Sell |
3,030
-569
| -16% | -$48.6K | 0.02% | 561 |
|
|
2023
Q1 | $316K | Buy |
3,599
+1,210
| +51% | +$106K | 0.02% | 533 |
|
|
2022
Q4 | $203K | Buy |
+2,389
| New | +$203K | 0.02% | 681 |
|
|
2022
Q2 | – | Sell |
-4,434
| Closed | -$387K | – | 750 |
|
|
2022
Q1 | $387K | Buy |
4,434
+540
| +14% | +$47.1K | 0.03% | 506 |
|
|
2021
Q4 | $343K | Sell |
3,894
-125
| -3% | -$11K | 0.02% | 591 |
|
|
2021
Q3 | $391K | Sell |
4,019
-14,351
| -78% | -$1.4M | 0.03% | 539 |
|
|
2021
Q2 | $1.69M | Buy |
18,370
+15,433
| +525% | +$1.42M | 0.11% | 214 |
|
|
2021
Q1 | $219K | Sell |
2,937
-488
| -14% | -$36.4K | 0.02% | 677 |
|
|
2020
Q4 | $235K | Buy |
+3,425
| New | +$235K | 0.02% | 631 |
|
|
2020
Q1 | – | Sell |
-5,831
| Closed | -$298K | – | 519 |
|
|
2019
Q4 | $298K | Buy |
+5,831
| New | +$298K | 0.03% | 390 |
|