IFP 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 | $1.43M | Sell |
8,301
-892
| -10% | -$154K | 0.04% | 457 |
|
|
2025
Q1 | $1.07M | Buy |
9,193
+1,470
| +19% | +$171K | 0.03% | 536 |
|
|
2024
Q4 | $971K | Sell |
7,723
-1,038
| -12% | -$130K | 0.03% | 538 |
|
|
2024
Q3 | $913K | Buy |
8,761
+3,762
| +75% | +$392K | 0.03% | 503 |
|
|
2024
Q2 | $486K | Buy |
4,999
+710
| +17% | +$69K | 0.02% | 666 |
|
|
2024
Q1 | $404K | Sell |
4,289
-2,730
| -39% | -$257K | 0.02% | 686 |
|
|
2023
Q4 | $654K | Sell |
7,019
-3,923
| -36% | -$366K | 0.03% | 499 |
|
|
2023
Q3 | $894K | Sell |
10,942
-524
| -5% | -$42.8K | 0.04% | 422 |
|
|
2023
Q2 | $979K | Buy |
11,466
+2,437
| +27% | +$208K | 0.04% | 434 |
|
|
2023
Q1 | $463K | Sell |
9,029
-7,645
| -46% | -$392K | 0.02% | 631 |
|
|
2022
Q4 | $890K | Buy |
16,674
+252
| +2% | +$13.5K | 0.02% | 662 |
|
|
2022
Q3 | $888K | Buy |
16,422
+4,366
| +36% | +$236K | 0.02% | 678 |
|
|
2022
Q2 | $661K | Hold |
12,056
| – | – | 0.02% | 722 |
|
|
2022
Q1 | $661K | Buy |
12,056
+6,988
| +138% | +$383K | 0.02% | 722 |
|
|
2021
Q4 | $498K | Buy |
5,068
+165
| +3% | +$16.2K | 0.01% | 585 |
|
|
2021
Q3 | $479K | Sell |
4,903
-558
| -10% | -$54.5K | 0.01% | 581 |
|
|
2021
Q2 | $504K | Buy |
5,461
+1,585
| +41% | +$146K | 0.01% | 548 |
|
|
2021
Q1 | $300K | Sell |
3,876
-1,926
| -33% | -$149K | 0.01% | 678 |
|
|
2020
Q4 | $397K | Buy |
5,802
+3,100
| +115% | +$212K | 0.02% | 574 |
|
|
2020
Q3 | $129K | Sell |
2,702
-68
| -2% | -$3.25K | 0.01% | 879 |
|
|
2020
Q2 | $131K | Buy |
2,770
+451
| +19% | +$21.3K | 0.01% | 823 |
|
|
2020
Q1 | $81K | Buy |
2,319
+553
| +31% | +$19.3K | 0.01% | 923 |
|
|
2019
Q4 | $91K | Sell |
1,766
-2,212
| -56% | -$114K | 0.01% | 992 |
|
|
2019
Q3 | $170K | Buy |
+3,978
| New | +$170K | 0.01% | 825 |
|
|
2019
Q1 | $27K | Sell |
664
-6,560
| -91% | -$267K | ﹤0.01% | 1210 |
|
|
2018
Q4 | $284K | Sell |
7,224
-6,497
| -47% | -$255K | 0.02% | 732 |
|
|
2018
Q3 | $639K | Sell |
13,721
-2,481
| -15% | -$116K | 0.03% | 585 |
|
|
2018
Q2 | $768K | Buy |
16,202
+923
| +6% | +$43.8K | 0.03% | 501 |
|
|
2018
Q1 | $802K | Hold |
15,279
| – | – | 0.04% | 461 |
|
|
2017
Q4 | $802K | Sell |
15,279
-6,180
| -29% | -$324K | 0.04% | 461 |
|
|
2017
Q3 | $1.03M | Sell |
21,459
-9,377
| -30% | -$452K | 0.04% | 434 |
|
|
2017
Q2 | $1.37M | Buy |
30,836
+3,885
| +14% | +$173K | 0.06% | 348 |
|
|
2017
Q1 | $1.16M | Buy |
26,951
+11,688
| +77% | +$501K | 0.05% | 384 |
|
|
2016
Q4 | $645K | Buy |
15,263
+3,012
| +25% | +$127K | 0.03% | 527 |
|
|
2016
Q3 | $393K | Sell |
12,251
-479
| -4% | -$15.4K | 0.02% | 665 |
|
|
2016
Q2 | $331K | Buy |
12,730
+12,066
| +1,817% | +$314K | 0.02% | 738 |
|
|
2016
Q1 | $27K | Sell |
664
-11,205
| -94% | -$456K | ﹤0.01% | 1210 |
|
|
2015
Q4 | $378K | Buy |
+11,869
| New | +$378K | 0.03% | 569 |
|