Herold 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 | $1.21M | Buy |
8,572
+510
| +6% | +$71.8K | 0.25% | 103 |
|
|
2025
Q1 | $941K | Sell |
8,062
-259
| -3% | -$30.2K | 0.21% | 120 |
|
|
2024
Q4 | $1.05M | Buy |
8,321
+468
| +6% | +$58.8K | 0.23% | 114 |
|
|
2024
Q3 | $819K | Buy |
7,853
+327
| +4% | +$34.1K | 0.18% | 147 |
|
|
2024
Q2 | $731K | Buy |
7,526
+2
| +0% | +$194 | 0.17% | 148 |
|
|
2024
Q1 | $708K | Buy |
7,524
+291
| +4% | +$27.4K | 0.17% | 147 |
|
|
2023
Q4 | $675K | Buy |
7,233
+2
| +0% | +$187 | 0.19% | 134 |
|
|
2023
Q3 | $591K | Buy |
7,231
+3,447
| +91% | +$282K | 0.18% | 138 |
|
|
2023
Q2 | $323K | Buy |
3,784
+2
| +0.1% | +$171 | 0.1% | 192 |
|
|
2023
Q1 | $332K | Sell |
3,782
-858
| -18% | -$75.3K | 0.11% | 173 |
|
|
2022
Q4 | $395K | Buy |
4,640
+702
| +18% | +$59.7K | 0.17% | 134 |
|
|
2022
Q3 | $311K | Buy |
3,938
+2
| +0.1% | +$158 | 0.15% | 146 |
|
|
2022
Q2 | $299K | Buy |
3,936
+1,011
| +35% | +$76.8K | 0.13% | 154 |
|
|
2022
Q1 | $256K | Buy |
+2,925
| New | +$256K | 0.09% | 179 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$24K | – | 471 |
|
|
2021
Q3 | $24K | Buy |
+250
| New | +$24K | 0.01% | 492 |
|