Financial Gravity Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.26K | Sell |
13
-19
| -59% | -$1.85K | ﹤0.01% | 797 |
|
|
2024
Q1 | $2.99K | Sell |
32
-229
| -88% | -$21.4K | ﹤0.01% | 988 |
|
|
2023
Q4 | $735K | Buy |
261
+13
| +5% | +$36.6K | 0.01% | 415 |
|
|
2023
Q3 | $734K | Buy |
248
+150
| +153% | +$444K | 0.01% | 402 |
|
|
2023
Q2 | $1.92K | Buy |
98
+10
| +11% | +$196 | 0.01% | 651 |
|
|
2023
Q1 | $3.27K | Buy |
88
+3
| +4% | +$111 | 0.1% | 231 |
|
|
2022
Q4 | $1.74K | Sell |
85
-1,179
| -93% | -$24.2K | 0.01% | 566 |
|
|
2022
Q3 | $3.06K | Sell |
1,264
-104
| -8% | -$252 | 0.1% | 205 |
|
|
2022
Q2 | $3.03K | Sell |
1,368
-198
| -13% | -$439 | 0.09% | 214 |
|
|
2022
Q1 | $3.12K | Sell |
1,566
-688
| -31% | -$1.37K | 0.09% | 199 |
|
|
2021
Q4 | $5.12K | Buy |
2,254
+2,201
| +4,153% | +$5K | 0.12% | 210 |
|
|
2021
Q3 | $97K | Hold |
53
| – | – | 0.05% | 362 |
|
|
2021
Q2 | $92K | Sell |
53
-4
| -7% | -$6.94K | 0.03% | 370 |
|
|
2021
Q1 | $4.45K | Buy |
57
+43
| +307% | +$3.36K | 0.09% | 154 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 426 |
|
|
2018
Q3 | $0 | Sell |
5
-1,229
| -100% | – | ﹤0.01% | 1539 |
|
|
2018
Q2 | $60K | Buy |
+1,234
| New | +$60K | 0.06% | 284 |
|