Glen Eagle 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 | $294K | Hold |
2,089
| – | – | 0.05% | 210 |
|
|
2025
Q1 | $244K | Sell |
2,089
-11
| -0.5% | -$1.28K | 0.04% | 228 |
|
|
2024
Q4 | $264K | Hold |
2,100
| – | – | 0.04% | 216 |
|
|
2024
Q3 | $219K | Sell |
2,100
-131
| -6% | -$13.7K | 0.04% | 237 |
|
|
2024
Q2 | $217K | Buy |
2,231
+25
| +1% | +$2.43K | 0.04% | 224 |
|
|
2024
Q1 | $208K | Sell |
2,206
-150
| -6% | -$14.1K | 0.04% | 231 |
|
|
2023
Q4 | $220K | Sell |
2,356
-354
| -13% | -$33K | 0.05% | 220 |
|
|
2023
Q3 | $221K | Sell |
2,710
-238
| -8% | -$19.4K | 0.05% | 213 |
|
|
2023
Q2 | $252K | Sell |
2,948
-2,062
| -41% | -$176K | 0.06% | 204 |
|
|
2023
Q1 | $440K | Sell |
5,010
-121
| -2% | -$10.6K | 0.11% | 139 |
|
|
2022
Q4 | $436K | Sell |
5,131
-321
| -6% | -$27.3K | 0.12% | 140 |
|
|
2022
Q3 | $431K | Sell |
5,452
-430
| -7% | -$34K | 0.13% | 139 |
|
|
2022
Q2 | $447K | Sell |
5,882
-769
| -12% | -$58.5K | 0.12% | 146 |
|
|
2022
Q1 | $581K | Sell |
6,651
-1,102
| -14% | -$96.3K | 0.15% | 129 |
|
|
2021
Q4 | $761K | Buy |
7,753
+1,360
| +21% | +$134K | 0.2% | 113 |
|
|
2021
Q3 | $622K | Buy |
6,393
+3,531
| +123% | +$344K | 0.18% | 123 |
|
|
2021
Q2 | $262K | Buy |
2,862
+2,645
| +1,219% | +$243K | 0.08% | 189 |
|
|
2021
Q1 | $16.9K | Hold |
217
| – | – | 0.01% | 560 |
|
|
2020
Q4 | $14.9K | Buy |
217
+16
| +8% | +$1.1K | 0.01% | 553 |
|
|
2020
Q3 | $9.72K | Buy |
201
+100
| +99% | +$4.84K | ﹤0.01% | 605 |
|
|
2020
Q2 | $4.88K | Hold |
101
| – | – | ﹤0.01% | 671 |
|
|
2020
Q1 | $3.43K | Buy |
+101
| New | +$3.43K | ﹤0.01% | 671 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$8.45K | – | 560 |
|
|
2016
Q4 | $8.45K | Buy |
+200
| New | +$8.45K | 0.01% | 381 |
|