GPS Wealth Strategies Group’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 | $189K | Buy |
1,341
+7
| +0.5% | +$986 | 0.02% | 335 |
|
|
2025
Q1 | $156K | Buy |
1,334
+121
| +10% | +$14.1K | 0.02% | 358 |
|
|
2024
Q4 | $152K | Sell |
1,213
-40
| -3% | -$5.03K | 0.02% | 342 |
|
|
2024
Q3 | $131K | Hold |
1,253
| – | – | 0.02% | 382 |
|
|
2024
Q2 | $122K | Sell |
1,253
-89
| -7% | -$8.65K | 0.02% | 358 |
|
|
2024
Q1 | $126K | Sell |
1,342
-19
| -1% | -$1.79K | 0.02% | 331 |
|
|
2023
Q4 | $127K | Sell |
1,361
-13,662
| -91% | -$1.27M | 0.02% | 311 |
|
|
2023
Q3 | $1.23M | Sell |
15,023
-47
| -0.3% | -$3.84K | 0.24% | 82 |
|
|
2023
Q2 | $1.29M | Sell |
15,070
-457
| -3% | -$39K | 0.24% | 77 |
|
|
2023
Q1 | $1.36M | Buy |
15,527
+309
| +2% | +$27.1K | 0.28% | 64 |
|
|
2022
Q4 | $1.29M | Buy |
15,218
+375
| +3% | +$31.9K | 0.39% | 55 |
|
|
2022
Q3 | $1.17M | Sell |
14,843
-325
| -2% | -$25.7K | 0.3% | 58 |
|
|
2022
Q2 | $1.15M | Sell |
15,168
-1,435
| -9% | -$109K | 0.3% | 60 |
|
|
2022
Q1 | $1.45M | Sell |
16,603
-254
| -2% | -$22.2K | 0.33% | 49 |
|
|
2021
Q4 | $1.66M | Buy |
16,857
+567
| +3% | +$55.7K | 0.37% | 47 |
|
|
2021
Q3 | $1.59M | Sell |
16,290
-1,026
| -6% | -$99.8K | 0.39% | 46 |
|
|
2021
Q2 | $1.59M | Buy |
17,316
+2,042
| +13% | +$187K | 0.4% | 44 |
|
|
2021
Q1 | $1.19M | Buy |
+15,274
| New | +$1.19M | 0.35% | 48 |
|