HBW Advisory Services’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 | $535K | Buy |
3,801
+453
| +14% | +$63.8K | 0.07% | 234 |
|
|
2025
Q1 | $391K | Buy |
3,348
+878
| +36% | +$102K | 0.06% | 245 |
|
|
2024
Q4 | $311K | Buy |
2,470
+317
| +15% | +$39.9K | 0.03% | 271 |
|
|
2024
Q3 | $224K | Sell |
2,153
-14
| -0.6% | -$1.46K | 0.03% | 331 |
|
|
2024
Q2 | $211K | Sell |
2,167
-937
| -30% | -$91.1K | 0.04% | 314 |
|
|
2024
Q1 | $289K | Hold |
3,104
| – | – | 0.05% | 239 |
|
|
2023
Q4 | $289K | Sell |
3,104
-1,890
| -38% | -$176K | 0.05% | 239 |
|
|
2023
Q3 | $408K | Buy |
4,994
+1,401
| +39% | +$114K | 0.09% | 193 |
|
|
2023
Q2 | $307K | Buy |
3,593
+897
| +33% | +$76.6K | 0.07% | 226 |
|
|
2023
Q1 | $237K | Buy |
+2,696
| New | +$237K | 0.06% | 229 |
|