GeoWealth 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 | $745K | Sell |
5,292
-925
| -15% | -$130K | 0.03% | 320 |
|
|
2025
Q1 | $725K | Sell |
6,217
-6,036
| -49% | -$704K | 0.03% | 344 |
|
|
2024
Q4 | $1.54M | Buy |
12,253
+5,269
| +75% | +$662K | 0.05% | 213 |
|
|
2024
Q3 | $728K | Sell |
6,984
-807
| -10% | -$84.1K | 0.03% | 381 |
|
|
2024
Q2 | $757K | Buy |
7,791
+429
| +6% | +$41.7K | 0.03% | 329 |
|
|
2024
Q1 | $693K | Buy |
7,362
+4,786
| +186% | +$451K | 0.03% | 363 |
|
|
2023
Q4 | $240K | Buy |
2,576
+1,518
| +143% | +$141K | 0.02% | 461 |
|
|
2023
Q3 | $87K | Sell |
1,058
-32
| -3% | -$2.63K | 0.01% | 345 |
|
|
2023
Q2 | $94K | Buy |
1,090
+106
| +11% | +$9.14K | 0.01% | 292 |
|
|
2023
Q1 | $87K | Sell |
984
-316
| -24% | -$27.9K | 0.01% | 252 |
|
|
2022
Q4 | $110K | Buy |
1,300
+49
| +4% | +$4.15K | 0.01% | 270 |
|
|
2022
Q3 | $98K | Buy |
1,251
+714
| +133% | +$55.9K | 0.01% | 273 |
|
|
2022
Q2 | $41K | Buy |
537
+43
| +9% | +$3.28K | 0.01% | 276 |
|
|
2022
Q1 | $43K | Buy |
494
+115
| +30% | +$10K | ﹤0.01% | 342 |
|
|
2021
Q4 | $37K | Buy |
379
+103
| +37% | +$10.1K | ﹤0.01% | 326 |
|
|
2021
Q3 | $26K | Sell |
276
-635
| -70% | -$59.8K | ﹤0.01% | 351 |
|
|
2021
Q2 | $84K | Buy |
+911
| New | +$84K | 0.01% | 212 |
|