Financial Engines 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 | $1.51M | Buy |
10,722
+128
| +1% | +$18K | ﹤0.01% | 245 |
|
|
2025
Q1 | $1.24M | Buy |
10,594
+63
| +0.6% | +$7.35K | ﹤0.01% | 238 |
|
|
2024
Q4 | $1.32M | Buy |
10,531
+3,893
| +59% | +$489K | ﹤0.01% | 236 |
|
|
2024
Q3 | $692K | Sell |
6,638
-42
| -0.6% | -$4.38K | ﹤0.01% | 258 |
|
|
2024
Q2 | $649K | Sell |
6,680
-314
| -4% | -$30.5K | ﹤0.01% | 242 |
|
|
2024
Q1 | $659K | Buy |
+6,994
| New | +$659K | ﹤0.01% | 225 |
|
|
2021
Q4 | – | Sell |
-3,367
| Closed | -$327K | – | 292 |
|
|
2021
Q3 | $327K | Buy |
3,367
+164
| +5% | +$15.9K | ﹤0.01% | 205 |
|
|
2021
Q2 | $294K | Sell |
3,203
-345
| -10% | -$31.7K | ﹤0.01% | 179 |
|
|
2021
Q1 | $276K | Buy |
3,548
+180
| +5% | +$14K | ﹤0.01% | 222 |
|
|
2020
Q4 | $231K | Buy |
+3,368
| New | +$231K | ﹤0.01% | 236 |
|