Heron Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.17M | Buy |
25,449
+102
| +0.4% | +$8.71K | 1.17% | 17 |
|
|
2023
Q1 | $2.23M | Sell |
25,347
-1,329
| -5% | -$117K | 1.23% | 18 |
|
|
2022
Q4 | $2.29M | Sell |
26,676
-42
| -0.2% | -$3.61K | 1.53% | 10 |
|
|
2022
Q3 | $2.11M | Buy |
26,718
+270
| +1% | +$21.3K | 1.3% | 16 |
|
|
2022
Q2 | $2.01M | Buy |
26,448
+410
| +2% | +$31.2K | 1.22% | 16 |
|
|
2022
Q1 | $2.28M | Sell |
26,038
-754
| -3% | -$65.9K | 1.18% | 17 |
|
|
2021
Q4 | $2.79M | Sell |
26,792
-1,470
| -5% | -$153K | 1.5% | 15 |
|
|
2021
Q3 | $2.75M | Buy |
28,262
+440
| +2% | +$42.8K | 1.53% | 14 |
|
|
2021
Q2 | $2.55M | Sell |
27,822
-660
| -2% | -$60.5K | 1.46% | 15 |
|
|
2021
Q1 | $2.23M | Buy |
28,482
+957
| +3% | +$74.9K | 1.35% | 16 |
|
|
2020
Q4 | $2.06M | Sell |
27,525
-530
| -2% | -$39.7K | 1.43% | 15 |
|
|
2020
Q3 | $1.36M | Buy |
28,055
+2,025
| +8% | +$98.4K | 1.09% | 22 |
|
|
2020
Q2 | $1.3M | Buy |
26,030
+123
| +0.5% | +$6.12K | 1.16% | 20 |
|
|
2020
Q1 | $1.03M | Buy |
25,907
+10
| +0% | +$399 | 1.06% | 25 |
|
|
2019
Q4 | $1.45M | Buy |
+25,897
| New | +$1.45M | 1.2% | 18 |
|