Human Investing’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-589
| Closed | -$74.1K | – | 174 |
|
|
2024
Q4 | $74.1K | Buy |
+589
| New | +$74.1K | 0.01% | 125 |
|
|
2021
Q2 | – | Sell |
-565
| Closed | -$44K | – | 218 |
|
|
2021
Q1 | $44K | Hold |
565
| – | – | 0.01% | 162 |
|
|
2020
Q4 | $39K | Hold |
565
| – | – | 0.01% | 171 |
|
|
2020
Q3 | $27K | Hold |
565
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $27K | Hold |
565
| – | – | 0.01% | 175 |
|
|
2020
Q1 | $19K | Hold |
565
| – | – | 0.01% | 198 |
|
|
2019
Q4 | $29K | Hold |
565
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $24K | Sell |
565
-114
| -17% | -$4.84K | 0.01% | 234 |
|
|
2019
Q2 | $30K | Sell |
679
-2,104
| -76% | -$93K | 0.01% | 229 |
|
|
2019
Q1 | $117K | Buy |
2,783
+113
| +4% | +$4.75K | 0.04% | 131 |
|
|
2018
Q4 | $106K | Buy |
+2,670
| New | +$106K | 0.04% | 146 |
|