HoyleCohen’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $353K | Sell |
3,632
-438
| -11% | -$42.6K | 0.03% | 213 |
|
|
2024
Q1 | $383K | Buy |
4,070
+7
| +0.2% | +$659 | 0.03% | 216 |
|
|
2023
Q4 | $379K | Buy |
4,063
+474
| +13% | +$44.2K | 0.03% | 212 |
|
|
2023
Q3 | $293K | Buy |
3,589
+125
| +4% | +$10.2K | 0.03% | 214 |
|
|
2023
Q2 | $296K | Sell |
3,464
-665
| -16% | -$56.8K | 0.03% | 223 |
|
|
2023
Q1 | $363K | Buy |
4,129
+270
| +7% | +$23.7K | 0.03% | 206 |
|
|
2022
Q4 | $328K | Buy |
3,859
+258
| +7% | +$21.9K | 0.03% | 216 |
|
|
2022
Q3 | $284K | Sell |
3,601
-66
| -2% | -$5.21K | 0.03% | 214 |
|
|
2022
Q2 | $279K | Buy |
3,667
+3
| +0.1% | +$228 | 0.03% | 218 |
|
|
2022
Q1 | $320K | Buy |
3,664
+464
| +15% | +$40.5K | 0.03% | 218 |
|
|
2021
Q4 | $314K | Sell |
3,200
-869
| -21% | -$85.3K | 0.03% | 225 |
|
|
2021
Q3 | $396K | Buy |
4,069
+3
| +0.1% | +$292 | 0.04% | 200 |
|
|
2021
Q2 | $373 | Buy |
4,066
+2
| +0% | – | 0.03% | 203 |
|
|
2021
Q1 | $316K | Buy |
+4,064
| New | +$316K | 0.03% | 212 |
|
|
2020
Q1 | – | Sell |
-4,525
| Closed | -$231K | – | 184 |
|
|
2019
Q4 | $231K | Buy |
+4,525
| New | +$231K | 0.04% | 182 |
|