Geneos Wealth 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 | $10.8M | Sell |
76,749
-49,001
| -39% | -$6.9M | 0.26% | 92 |
|
|
2025
Q1 | $15.3M | Buy |
125,750
+85,395
| +212% | +$10.4M | 0.22% | 115 |
|
|
2024
Q4 | $5.07M | Buy |
40,355
+875
| +2% | +$110K | 0.18% | 131 |
|
|
2024
Q3 | $4.12M | Buy |
39,480
+3,332
| +9% | +$347K | 0.16% | 156 |
|
|
2024
Q2 | $3.51M | Buy |
36,148
+996
| +3% | +$96.8K | 0.16% | 146 |
|
|
2024
Q1 | $3.31M | Buy |
35,152
+2,403
| +7% | +$226K | 0.15% | 171 |
|
|
2023
Q4 | $3.05M | Sell |
32,749
-475
| -1% | -$44.3K | 0.15% | 164 |
|
|
2023
Q3 | $2.71M | Buy |
33,224
+677
| +2% | +$55.3K | 0.14% | 171 |
|
|
2023
Q2 | $2.78M | Buy |
32,547
+1,691
| +5% | +$144K | 0.15% | 169 |
|
|
2023
Q1 | $2.71M | Sell |
30,856
-4,783
| -13% | -$420K | 0.16% | 158 |
|
|
2022
Q4 | $3.03M | Buy |
35,639
+2,321
| +7% | +$197K | 0.18% | 134 |
|
|
2022
Q3 | $2.63M | Sell |
33,318
-2,782
| -8% | -$220K | 0.18% | 131 |
|
|
2022
Q2 | $2.77M | Buy |
36,100
+2,256
| +7% | +$173K | 0.14% | 171 |
|
|
2022
Q1 | $2.96M | Buy |
33,844
+6,677
| +25% | +$583K | 0.13% | 175 |
|
|
2021
Q4 | $2.67M | Buy |
27,167
+1,345
| +5% | +$132K | 0.1% | 206 |
|
|
2021
Q3 | $2.56M | Buy |
25,822
+2,381
| +10% | +$236K | 0.1% | 209 |
|
|
2021
Q2 | $2.16M | Buy |
23,441
+416
| +2% | +$38.3K | 0.08% | 229 |
|
|
2021
Q1 | $1.9M | Sell |
23,025
-1,156
| -5% | -$95.4K | 0.05% | 296 |
|
|
2020
Q4 | $1.72M | Buy |
24,181
+20,304
| +524% | +$1.45M | 0.07% | 257 |
|
|
2020
Q3 | $182K | Sell |
3,877
-887
| -19% | -$41.6K | 0.01% | 715 |
|
|
2020
Q2 | $224K | Sell |
4,764
-86
| -2% | -$4.04K | 0.01% | 634 |
|
|
2020
Q1 | $164K | Sell |
4,850
-1,851
| -28% | -$62.6K | 0.01% | 680 |
|
|
2019
Q4 | $342K | Sell |
6,701
-576
| -8% | -$29.4K | 0.02% | 532 |
|
|
2019
Q3 | $311K | Sell |
7,277
-7,658
| -51% | -$327K | 0.02% | 517 |
|
|
2019
Q2 | $654K | Sell |
14,935
-59
| -0.4% | -$2.58K | 0.04% | 352 |
|
|
2019
Q1 | $632K | Buy |
14,994
+18
| +0.1% | +$759 | 0.04% | 347 |
|
|
2018
Q4 | $589K | Hold |
14,976
| – | – | 0.04% | 343 |
|
|
2018
Q3 | $697K | Buy |
14,976
+188
| +1% | +$8.75K | 0.05% | 320 |
|
|
2018
Q2 | $700K | Hold |
14,788
| – | – | 0.05% | 273 |
|
|
2018
Q1 | $797K | Buy |
14,788
+1,039
| +8% | +$56K | 0.07% | 243 |
|
|
2017
Q4 | $721K | Buy |
13,749
+7,913
| +136% | +$415K | 0.06% | 262 |
|
|
2017
Q3 | $281K | Hold |
5,836
| – | – | 0.03% | 421 |
|
|
2017
Q2 | $260K | Sell |
5,836
-71
| -1% | -$3.16K | 0.03% | 430 |
|
|
2017
Q1 | $253K | Sell |
5,907
-1,242
| -17% | -$53.2K | 0.03% | 422 |
|
|
2016
Q4 | $302K | Sell |
7,149
-329
| -4% | -$13.9K | 0.04% | 356 |
|
|
2016
Q3 | $239K | Sell |
7,478
-499
| -6% | -$15.9K | 0.03% | 408 |
|
|
2016
Q2 | $206K | Buy |
7,977
+1,143
| +17% | +$29.5K | 0.03% | 433 |
|
|
2016
Q1 | $174K | Buy |
+6,834
| New | +$174K | 0.03% | 463 |
|