Global Wealth Management Investment Advisory’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 | $5.81M | Sell |
41,270
-606
| -1% | -$85.4K | 1.09% | 23 |
|
|
2025
Q1 | $4.89M | Buy |
41,876
+613
| +1% | +$71.5K | 0.98% | 32 |
|
|
2024
Q4 | $5.19M | Sell |
41,263
-1,273
| -3% | -$160K | 1.07% | 26 |
|
|
2024
Q3 | $4.43M | Sell |
42,536
-2,099
| -5% | -$219K | 0.96% | 36 |
|
|
2024
Q2 | $4.34M | Buy |
44,635
+1,005
| +2% | +$97.7K | 1.01% | 32 |
|
|
2024
Q1 | $4.11M | Buy |
43,630
+145
| +0.3% | +$13.7K | 1.01% | 32 |
|
|
2023
Q4 | $4.05M | Buy |
43,485
+5,288
| +14% | +$493K | 1.04% | 25 |
|
|
2023
Q3 | $3.12M | Buy |
38,197
+214
| +0.6% | +$17.5K | 0.87% | 37 |
|
|
2023
Q2 | $3.24M | Buy |
37,983
+783
| +2% | +$66.9K | 0.89% | 39 |
|
|
2023
Q1 | $3.27M | Buy |
37,200
+548
| +1% | +$48.1K | 0.98% | 36 |
|
|
2022
Q4 | $3.12M | Buy |
36,652
+10,128
| +38% | +$861K | 1.01% | 37 |
|
|
2022
Q3 | $2.1M | Buy |
26,524
+757
| +3% | +$59.8K | 0.75% | 51 |
|
|
2022
Q2 | $1.96M | Buy |
25,767
+5,445
| +27% | +$414K | 0.66% | 55 |
|
|
2022
Q1 | $1.78M | Buy |
20,322
+20,302
| +101,510% | +$1.77M | 0.53% | 66 |
|
|
2021
Q4 | $2K | Sell |
20
-5
| -20% | -$500 | ﹤0.01% | 407 |
|
|
2021
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-325
| Closed | -$11K | – | 646 |
|
|
2020
Q1 | $11K | Buy |
325
+25
| +8% | +$846 | 0.01% | 326 |
|
|
2019
Q4 | $15K | Sell |
300
-41
| -12% | -$2.05K | 0.01% | 297 |
|
|
2019
Q3 | $15K | Hold |
341
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $15K | Sell |
341
-17
| -5% | -$748 | 0.01% | 314 |
|
|
2019
Q1 | $15K | Sell |
358
-154
| -30% | -$6.45K | 0.01% | 335 |
|
|
2018
Q4 | $20K | Buy |
+512
| New | +$20K | 0.01% | 294 |
|