Great Diamond Partners’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 | $1.88M | Buy |
13,361
+72
| +0.5% | +$10.1K | 0.4% | 70 |
|
|
2025
Q1 | $1.55M | Sell |
13,289
-947
| -7% | -$110K | 0.42% | 73 |
|
|
2024
Q4 | $1.79M | Sell |
14,236
-99
| -0.7% | -$12.4K | 0.46% | 64 |
|
|
2024
Q3 | $1.49M | Sell |
14,335
-2,726
| -16% | -$284K | 0.38% | 71 |
|
|
2024
Q2 | $1.66M | Sell |
17,061
-487
| -3% | -$47.3K | 0.39% | 73 |
|
|
2024
Q1 | $1.65M | Buy |
17,548
+187
| +1% | +$17.6K | 0.38% | 72 |
|
|
2023
Q4 | $1.62M | Sell |
17,361
-7,930
| -31% | -$739K | 0.4% | 65 |
|
|
2023
Q3 | $2.07M | Buy |
25,291
+46
| +0.2% | +$3.76K | 0.56% | 51 |
|
|
2023
Q2 | $2.16M | Buy |
25,245
+615
| +2% | +$52.5K | 0.57% | 51 |
|
|
2023
Q1 | $2.16M | Sell |
24,630
-2,147
| -8% | -$189K | 0.63% | 39 |
|
|
2022
Q4 | $2.28M | Sell |
26,777
-57
| -0.2% | -$4.85K | 0.7% | 43 |
|
|
2022
Q3 | $2.12M | Buy |
26,834
+912
| +4% | +$72.1K | 0.72% | 40 |
|
|
2022
Q2 | $1.97M | Sell |
25,922
-811
| -3% | -$61.7K | 0.66% | 43 |
|
|
2022
Q1 | $2.34M | Sell |
26,733
-8,523
| -24% | -$745K | 0.65% | 45 |
|
|
2021
Q4 | $3.46M | Sell |
35,256
-394
| -1% | -$38.7K | 0.89% | 32 |
|
|
2021
Q3 | $3.47M | Buy |
35,650
+638
| +2% | +$62.1K | 0.95% | 29 |
|
|
2021
Q2 | $3.21M | Buy |
35,012
+738
| +2% | +$67.7K | 0.91% | 28 |
|
|
2021
Q1 | $2.66M | Buy |
34,274
+4,820
| +16% | +$374K | 0.82% | 37 |
|
|
2020
Q4 | $2.02M | Sell |
29,454
-2,451
| -8% | -$168K | 0.64% | 44 |
|
|
2020
Q3 | $1.54M | Buy |
31,905
+1,237
| +4% | +$59.8K | 0.57% | 50 |
|
|
2020
Q2 | $1.48M | Sell |
30,668
-739
| -2% | -$35.7K | 0.61% | 43 |
|
|
2020
Q1 | $1.07M | Sell |
31,407
-438
| -1% | -$14.9K | 0.55% | 46 |
|
|
2019
Q4 | $1.63M | Buy |
+31,845
| New | +$1.63M | 0.62% | 40 |
|