Foster & Motley’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 | $1.69M | Sell |
12,012
-896
| -7% | -$126K | 0.1% | 184 |
|
|
2025
Q1 | $1.51M | Sell |
12,908
-1,172
| -8% | -$137K | 0.09% | 185 |
|
|
2024
Q4 | $1.77M | Sell |
14,080
-1,052
| -7% | -$132K | 0.12% | 167 |
|
|
2024
Q3 | $1.58M | Sell |
15,132
-928
| -6% | -$96.7K | 0.1% | 179 |
|
|
2024
Q2 | $1.56M | Sell |
16,060
-600
| -4% | -$58.3K | 0.11% | 169 |
|
|
2024
Q1 | $1.57M | Sell |
16,660
-3,142
| -16% | -$296K | 0.11% | 172 |
|
|
2023
Q4 | $1.85M | Sell |
19,802
-7,926
| -29% | -$739K | 0.14% | 149 |
|
|
2023
Q3 | $2.27M | Sell |
27,728
-935
| -3% | -$76.4K | 0.19% | 135 |
|
|
2023
Q2 | $2.45M | Buy |
28,663
+11
| +0% | +$939 | 0.19% | 146 |
|
|
2023
Q1 | $2.52M | Buy |
28,652
+3,561
| +14% | +$313K | 0.2% | 130 |
|
|
2022
Q4 | $2.13M | Sell |
25,091
-6,118
| -20% | -$520K | 0.18% | 144 |
|
|
2022
Q3 | $2.47M | Sell |
31,209
-2,834
| -8% | -$224K | 0.23% | 119 |
|
|
2022
Q2 | $2.59M | Sell |
34,043
-1,302
| -4% | -$99K | 0.23% | 119 |
|
|
2022
Q1 | $3.09M | Buy |
35,345
+5,331
| +18% | +$466K | 0.24% | 105 |
|
|
2021
Q4 | $2.95M | Sell |
30,014
-51
| -0.2% | -$5.01K | 0.23% | 106 |
|
|
2021
Q3 | $2.93M | Sell |
30,065
-1,201
| -4% | -$117K | 0.24% | 105 |
|
|
2021
Q2 | $2.87M | Buy |
31,266
+1,760
| +6% | +$161K | 0.24% | 109 |
|
|
2021
Q1 | $2.29M | Buy |
29,506
+10,730
| +57% | +$833K | 0.19% | 116 |
|
|
2020
Q4 | $1.29M | Buy |
18,776
+12,015
| +178% | +$824K | 0.12% | 151 |
|
|
2020
Q3 | $327K | Buy |
+6,761
| New | +$327K | 0.04% | 225 |
|