Heritage Wealth Advisors’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 | $765K | Buy |
5,431
+5
| +0.1% | +$704 | 0.04% | 101 |
|
|
2025
Q1 | $633K | Sell |
5,426
-6
| -0.1% | -$700 | 0.03% | 108 |
|
|
2024
Q4 | $683K | Buy |
5,432
+15
| +0.3% | +$1.89K | 0.03% | 111 |
|
|
2024
Q3 | $565K | Sell |
5,417
-362
| -6% | -$37.7K | 0.03% | 131 |
|
|
2024
Q2 | $562K | Buy |
5,779
+6
| +0.1% | +$583 | 0.03% | 130 |
|
|
2024
Q1 | $544K | Buy |
5,773
+7
| +0.1% | +$659 | 0.02% | 138 |
|
|
2023
Q4 | $538K | Buy |
5,766
+7
| +0.1% | +$653 | 0.03% | 140 |
|
|
2023
Q3 | $470K | Buy |
5,759
+7
| +0.1% | +$572 | 0.03% | 136 |
|
|
2023
Q2 | $491K | Buy |
5,752
+6
| +0.1% | +$512 | 0.03% | 135 |
|
|
2023
Q1 | $505K | Sell |
5,746
-195
| -3% | -$17.1K | 0.03% | 129 |
|
|
2022
Q4 | $505K | Sell |
5,941
-342
| -5% | -$29.1K | 0.03% | 128 |
|
|
2022
Q3 | $496K | Sell |
6,283
-1,806
| -22% | -$143K | 0.04% | 121 |
|
|
2022
Q2 | $615K | Buy |
8,089
+4,476
| +124% | +$340K | 0.04% | 109 |
|
|
2022
Q1 | $316K | Buy |
3,613
+104
| +3% | +$9.1K | 0.02% | 154 |
|
|
2021
Q4 | $344K | Buy |
3,509
+5
| +0.1% | +$490 | 0.02% | 155 |
|
|
2021
Q3 | $341K | Buy |
3,504
+4
| +0.1% | +$389 | 0.02% | 156 |
|
|
2021
Q2 | $321K | Sell |
3,500
-497
| -12% | -$45.6K | 0.02% | 166 |
|
|
2021
Q1 | $310K | Buy |
3,997
+416
| +12% | +$32.3K | 0.02% | 172 |
|
|
2020
Q4 | $245K | Buy |
3,581
+45
| +1% | +$3.08K | 0.02% | 182 |
|
|
2020
Q3 | $171K | Buy |
3,536
+54
| +2% | +$2.61K | 0.02% | 159 |
|
|
2020
Q2 | $168K | Buy |
3,482
+206
| +6% | +$9.95K | 0.02% | 154 |
|
|
2020
Q1 | $111K | Sell |
3,276
-877
| -21% | -$29.8K | 0.02% | 182 |
|
|
2019
Q4 | $212K | Buy |
4,153
+35
| +0.8% | +$1.79K | 0.03% | 162 |
|
|
2019
Q3 | $175K | Sell |
4,118
-10
| -0.2% | -$425 | 0.03% | 167 |
|
|
2019
Q2 | $181K | Buy |
4,128
+4
| +0.1% | +$175 | 0.03% | 149 |
|
|
2019
Q1 | $174K | Buy |
4,124
+1,104
| +37% | +$46.6K | 0.03% | 138 |
|
|
2018
Q4 | $119K | Buy |
3,020
+4
| +0.1% | +$158 | 0.02% | 151 |
|
|
2018
Q3 | $140K | Buy |
+3,016
| New | +$140K | 0.03% | 139 |
|