IFG Advisory’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 | $3.07M | Sell |
21,767
-692
| -3% | -$97.5K | 0.15% | 168 |
|
|
2025
Q1 | $2.62M | Buy |
22,459
+1,846
| +9% | +$215K | 0.15% | 177 |
|
|
2024
Q4 | $2.59M | Sell |
20,613
-56
| -0.3% | -$7.04K | 0.15% | 168 |
|
|
2024
Q3 | $2.15M | Buy |
20,669
+288
| +1% | +$30K | 0.14% | 192 |
|
|
2024
Q2 | $1.98M | Sell |
20,381
-208
| -1% | -$20.2K | 0.13% | 191 |
|
|
2024
Q1 | $1.94M | Buy |
20,589
+727
| +4% | +$68.5K | 0.14% | 187 |
|
|
2023
Q4 | $1.85M | Buy |
19,862
+249
| +1% | +$23.2K | 0.14% | 180 |
|
|
2023
Q3 | $1.6M | Sell |
19,613
-218
| -1% | -$17.8K | 0.13% | 185 |
|
|
2023
Q2 | $1.69M | Sell |
19,831
-51
| -0.3% | -$4.36K | 0.15% | 177 |
|
|
2023
Q1 | $1.75M | Buy |
19,882
+4,741
| +31% | +$416K | 0.16% | 155 |
|
|
2022
Q4 | $1.29M | Sell |
15,141
-943
| -6% | -$80.2K | 0.13% | 174 |
|
|
2022
Q3 | $1.27M | Buy |
16,084
+9,421
| +141% | +$744K | 0.12% | 179 |
|
|
2022
Q2 | $506K | Sell |
6,663
-14,285
| -68% | -$1.08M | 0.05% | 285 |
|
|
2022
Q1 | $1.83M | Sell |
20,948
-1,027
| -5% | -$89.7K | 0.18% | 138 |
|
|
2021
Q4 | $2.16M | Sell |
21,975
-3,036
| -12% | -$298K | 0.21% | 114 |
|
|
2021
Q3 | $2.43M | Buy |
25,011
+2,495
| +11% | +$243K | 0.26% | 86 |
|
|
2021
Q2 | $2.06M | Buy |
22,516
+14,531
| +182% | +$1.33M | 0.23% | 109 |
|
|
2021
Q1 | $620K | Buy |
7,985
+1,192
| +18% | +$92.6K | 0.08% | 261 |
|
|
2020
Q4 | $465K | Hold |
6,793
| – | – | 0.06% | 272 |
|
|
2020
Q3 | $328K | Sell |
6,793
-229
| -3% | -$11.1K | 0.05% | 303 |
|
|
2020
Q2 | $339K | Sell |
7,022
-2,482
| -26% | -$120K | 0.06% | 285 |
|
|
2020
Q1 | $323K | Buy |
+9,504
| New | +$323K | 0.07% | 252 |
|
|
2018
Q4 | – | Sell |
-5,580
| Closed | -$259K | – | 357 |
|
|
2018
Q3 | $259K | Sell |
5,580
-937
| -14% | -$43.5K | 0.05% | 319 |
|
|
2018
Q2 | $308K | Buy |
6,517
+106
| +2% | +$5.01K | 0.06% | 264 |
|
|
2018
Q1 | $345K | Buy |
6,411
+82
| +1% | +$4.41K | 0.08% | 243 |
|
|
2017
Q4 | $332K | Buy |
+6,329
| New | +$332K | 0.07% | 247 |
|