Hemington 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 | $323K | Buy |
2,295
+75
| +3% | +$10.6K | 0.05% | 98 |
|
|
2025
Q1 | $259K | Buy |
2,220
+78
| +4% | +$9.1K | 0.04% | 108 |
|
|
2024
Q4 | $269K | Buy |
2,142
+100
| +5% | +$12.6K | 0.07% | 105 |
|
|
2024
Q3 | $237K | Sell |
2,042
-51
| -2% | -$5.92K | 0.06% | 108 |
|
|
2024
Q2 | $203K | Buy |
+2,093
| New | +$203K | 0.07% | 112 |
|
|
2024
Q1 | – | Sell |
-2,177
| Closed | -$203K | – | 117 |
|
|
2023
Q4 | $203K | Buy |
+2,177
| New | +$203K | 0.08% | 103 |
|
|
2023
Q3 | – | Sell |
-2,450
| Closed | -$209K | – | 99 |
|
|
2023
Q2 | $209K | Sell |
2,450
-92
| -4% | -$7.85K | 0.08% | 98 |
|
|
2023
Q1 | $223K | Sell |
2,542
-56
| -2% | -$4.91K | 0.09% | 95 |
|
|
2022
Q4 | $220K | Buy |
+2,598
| New | +$220K | 0.09% | 92 |
|
|
2022
Q2 | – | Sell |
-2,504
| Closed | -$219K | – | 108 |
|
|
2022
Q1 | $219K | Buy |
+2,504
| New | +$219K | 0.07% | 104 |
|
|
2021
Q4 | – | Sell |
-2,676
| Closed | -$260K | – | 94 |
|
|
2021
Q3 | $260K | Buy |
2,676
+37
| +1% | +$3.6K | 0.1% | 85 |
|
|
2021
Q2 | $242K | Sell |
2,639
-43
| -2% | -$3.94K | 0.1% | 82 |
|
|
2021
Q1 | $208K | Buy |
+2,682
| New | +$208K | 0.09% | 86 |
|