Great Valley Advisor 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 | $8.12M | Buy |
57,657
+9,508
| +20% | +$1.34M | 0.18% | 127 |
|
|
2025
Q1 | $5.62M | Buy |
48,149
+41,183
| +591% | +$4.8M | 0.12% | 165 |
|
|
2024
Q4 | $875K | Sell |
6,966
-210
| -3% | -$26.4K | 0.02% | 474 |
|
|
2024
Q3 | $748K | Buy |
7,176
+619
| +9% | +$64.5K | 0.02% | 479 |
|
|
2024
Q2 | $637K | Buy |
6,557
+337
| +5% | +$32.8K | 0.02% | 476 |
|
|
2024
Q1 | $586K | Sell |
6,220
-2,236
| -26% | -$211K | 0.02% | 458 |
|
|
2023
Q4 | $788K | Sell |
8,456
-459
| -5% | -$42.8K | 0.03% | 375 |
|
|
2023
Q3 | $728K | Buy |
8,915
+94
| +1% | +$7.68K | 0.03% | 368 |
|
|
2023
Q2 | $753K | Buy |
8,821
+448
| +5% | +$38.3K | 0.03% | 362 |
|
|
2023
Q1 | $736K | Buy |
8,373
+594
| +8% | +$52.2K | 0.03% | 363 |
|
|
2022
Q4 | $662K | Buy |
7,779
+203
| +3% | +$17.3K | 0.03% | 388 |
|
|
2022
Q3 | $599K | Buy |
7,576
+304
| +4% | +$24K | 0.03% | 387 |
|
|
2022
Q2 | $553K | Buy |
7,272
+1,773
| +32% | +$135K | 0.03% | 408 |
|
|
2022
Q1 | $512K | Buy |
5,499
+19
| +0.3% | +$1.77K | 0.03% | 385 |
|
|
2021
Q4 | $536K | Sell |
5,480
-4
| -0.1% | -$391 | 0.03% | 370 |
|
|
2021
Q3 | $534K | Sell |
5,484
-390
| -7% | -$38K | 0.04% | 342 |
|
|
2021
Q2 | $499K | Buy |
5,874
+344
| +6% | +$29.2K | 0.04% | 349 |
|
|
2021
Q1 | $429K | Sell |
5,530
-148
| -3% | -$11.5K | 0.04% | 335 |
|
|
2020
Q4 | $390K | Buy |
5,678
+289
| +5% | +$19.9K | 0.04% | 324 |
|
|
2020
Q3 | $260K | Buy |
5,389
+178
| +3% | +$8.59K | 0.03% | 353 |
|
|
2020
Q2 | $251K | Buy |
+5,211
| New | +$251K | 0.04% | 349 |
|