HB Wealth Management’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 | $10.5M | Buy |
74,318
+4,026
| +6% | +$567K | 0.08% | 127 |
|
|
2025
Q1 | $8.2M | Buy |
70,292
+21,463
| +44% | +$2.5M | 0.07% | 158 |
|
|
2024
Q4 | $6.14M | Sell |
48,829
-1,941
| -4% | -$244K | 0.06% | 141 |
|
|
2024
Q3 | $5.29M | Buy |
50,770
+3,559
| +8% | +$371K | 0.06% | 150 |
|
|
2024
Q2 | $4.59M | Buy |
47,211
+2,658
| +6% | +$258K | 0.05% | 158 |
|
|
2024
Q1 | $4.2M | Buy |
44,553
+2,054
| +5% | +$193K | 0.05% | 165 |
|
|
2023
Q4 | $3.96M | Buy |
42,499
+2,627
| +7% | +$245K | 0.06% | 157 |
|
|
2023
Q3 | $3.26M | Buy |
39,872
+2,249
| +6% | +$184K | 0.05% | 160 |
|
|
2023
Q2 | $3.21M | Sell |
37,623
-1,157
| -3% | -$98.8K | 0.05% | 160 |
|
|
2023
Q1 | $3.4M | Buy |
38,780
+3,431
| +10% | +$301K | 0.06% | 147 |
|
|
2022
Q4 | $3.01M | Buy |
35,349
+1,335
| +4% | +$114K | 0.05% | 157 |
|
|
2022
Q3 | $2.69M | Sell |
34,014
-1,094
| -3% | -$86.4K | 0.06% | 149 |
|
|
2022
Q2 | $2.67M | Buy |
35,108
+9,099
| +35% | +$692K | 0.05% | 148 |
|
|
2022
Q1 | $2.27M | Buy |
26,009
+393
| +2% | +$34.3K | 0.04% | 169 |
|
|
2021
Q4 | $2.52M | Buy |
+25,616
| New | +$2.52M | 0.05% | 141 |
|