Good Life 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 | $1.1M | Sell |
7,812
-38
| -0.5% | -$5.35K | 0.07% | 197 |
|
|
2025
Q1 | $916K | Sell |
7,850
-506
| -6% | -$59K | 0.06% | 204 |
|
|
2024
Q4 | $1.05M | Sell |
8,356
-1,157
| -12% | -$145K | 0.08% | 185 |
|
|
2024
Q3 | $992K | Buy |
9,513
+931
| +11% | +$97K | 0.06% | 224 |
|
|
2024
Q2 | $834K | Buy |
8,582
+26
| +0.3% | +$2.53K | 0.07% | 194 |
|
|
2024
Q1 | $806K | Buy |
8,556
+3
| +0% | +$282 | 0.07% | 186 |
|
|
2023
Q4 | $798K | Sell |
8,553
-51
| -0.6% | -$4.76K | 0.08% | 179 |
|
|
2023
Q3 | $703K | Buy |
8,604
+191
| +2% | +$15.6K | 0.08% | 174 |
|
|
2023
Q2 | $718K | Sell |
8,413
-170
| -2% | -$14.5K | 0.08% | 177 |
|
|
2023
Q1 | $754K | Sell |
8,583
-3,147
| -27% | -$276K | 0.1% | 161 |
|
|
2022
Q4 | $997K | Sell |
11,730
-276
| -2% | -$23.5K | 0.14% | 138 |
|
|
2022
Q3 | $949K | Buy |
12,006
+1,915
| +19% | +$151K | 0.14% | 129 |
|
|
2022
Q2 | $767K | Buy |
10,091
+1,851
| +22% | +$141K | 0.11% | 146 |
|
|
2022
Q1 | $720K | Buy |
8,240
+91
| +1% | +$7.95K | 0.09% | 161 |
|
|
2021
Q4 | $800K | Sell |
8,149
-21
| -0.3% | -$2.06K | 0.1% | 153 |
|
|
2021
Q3 | $795K | Buy |
8,170
+787
| +11% | +$76.6K | 0.11% | 142 |
|
|
2021
Q2 | $677K | Sell |
7,383
-346
| -4% | -$31.7K | 0.13% | 131 |
|
|
2021
Q1 | $603K | Buy |
7,729
+79
| +1% | +$6.16K | 0.12% | 134 |
|
|
2020
Q4 | $525K | Sell |
7,650
-1,449
| -16% | -$99.4K | 0.12% | 129 |
|
|
2020
Q3 | $444K | Sell |
9,099
-137
| -1% | -$6.69K | 0.12% | 135 |
|
|
2020
Q2 | $450K | Buy |
9,236
+577
| +7% | +$28.1K | 0.14% | 119 |
|
|
2020
Q1 | $292K | Buy |
8,659
+750
| +9% | +$25.3K | 0.11% | 158 |
|
|
2019
Q4 | $403K | Buy |
7,909
+253
| +3% | +$12.9K | 0.11% | 145 |
|
|
2019
Q3 | $326K | Buy |
7,656
+90
| +1% | +$3.83K | 0.1% | 164 |
|
|
2019
Q2 | $332K | Buy |
7,566
+26
| +0.3% | +$1.14K | 0.1% | 157 |
|
|
2019
Q1 | $317K | Sell |
7,540
-139
| -2% | -$5.84K | 0.09% | 160 |
|
|
2018
Q4 | $304K | Buy |
+7,679
| New | +$304K | 0.1% | 161 |
|
|
2018
Q3 | – | Sell |
-4,313
| Closed | -$203K | – | 260 |
|
|
2018
Q2 | $203K | Buy |
+4,313
| New | +$203K | 0.06% | 219 |
|