Icon 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 | $1.03M | Sell |
7,279
-91
| -1% | -$12.8K | 0.07% | 163 |
|
|
2025
Q1 | $860K | Sell |
7,370
-829
| -10% | -$96.7K | 0.07% | 160 |
|
|
2024
Q4 | $1.03M | Sell |
8,199
-226
| -3% | -$28.4K | 0.08% | 146 |
|
|
2024
Q3 | $878K | Buy |
8,425
+2,844
| +51% | +$296K | 0.07% | 152 |
|
|
2024
Q2 | $576K | Sell |
5,581
-667
| -11% | -$68.8K | 0.05% | 189 |
|
|
2024
Q1 | $588K | Buy |
6,248
+31
| +0.5% | +$2.92K | 0.05% | 188 |
|
|
2023
Q4 | $580K | Buy |
+6,217
| New | +$580K | 0.06% | 171 |
|
|
2022
Q4 | $312K | Buy |
3,665
+1,336
| +57% | +$114K | 0.04% | 246 |
|
|
2022
Q3 | $184K | Buy |
+2,329
| New | +$184K | 0.02% | 306 |
|