IHT Wealth Management’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 | $968K | Buy |
6,873
+128
| +2% | +$18K | 0.03% | 513 |
|
|
2025
Q1 | $787K | Buy |
6,745
+83
| +1% | +$9.69K | 0.02% | 534 |
|
|
2024
Q4 | $837K | Sell |
6,662
-2,115
| -24% | -$266K | 0.03% | 512 |
|
|
2024
Q3 | $915K | Buy |
8,777
+708
| +9% | +$73.8K | 0.03% | 524 |
|
|
2024
Q2 | $784K | Sell |
8,069
-42
| -0.5% | -$4.08K | 0.03% | 493 |
|
|
2024
Q1 | $764K | Sell |
8,111
-675
| -8% | -$63.6K | 0.03% | 498 |
|
|
2023
Q4 | $819K | Buy |
8,786
+110
| +1% | +$10.3K | 0.04% | 441 |
|
|
2023
Q3 | $708K | Buy |
8,676
+257
| +3% | +$21K | 0.04% | 447 |
|
|
2023
Q2 | $719K | Buy |
8,419
+69
| +0.8% | +$5.89K | 0.04% | 428 |
|
|
2023
Q1 | $733K | Sell |
8,350
-52
| -0.6% | -$4.57K | 0.04% | 385 |
|
|
2022
Q4 | $714K | Buy |
8,402
+77
| +0.9% | +$6.55K | 0.04% | 383 |
|
|
2022
Q3 | $658K | Buy |
8,325
+3,257
| +64% | +$257K | 0.05% | 379 |
|
|
2022
Q2 | $385K | Buy |
5,068
+316
| +7% | +$24K | 0.03% | 454 |
|
|
2022
Q1 | $415K | Buy |
4,752
+305
| +7% | +$26.6K | 0.03% | 468 |
|
|
2021
Q4 | $437K | Buy |
4,447
+58
| +1% | +$5.7K | 0.03% | 480 |
|
|
2021
Q3 | $427K | Sell |
4,389
-11,789
| -73% | -$1.15M | 0.03% | 475 |
|
|
2021
Q2 | $1.48M | Buy |
16,178
+12,105
| +297% | +$1.11M | 0.09% | 228 |
|
|
2021
Q1 | $316K | Sell |
4,073
-902
| -18% | -$70K | 0.02% | 614 |
|
|
2020
Q4 | $341K | Buy |
4,975
+697
| +16% | +$47.8K | 0.03% | 519 |
|
|
2020
Q3 | $207K | Buy |
+4,278
| New | +$207K | 0.02% | 598 |
|
|
2018
Q4 | – | Sell |
-5,355
| Closed | -$249K | – | 502 |
|
|
2018
Q3 | $249K | Buy |
5,355
+320
| +6% | +$14.9K | 0.05% | 360 |
|
|
2018
Q2 | $239K | Sell |
5,035
-463
| -8% | -$22K | 0.06% | 346 |
|
|
2018
Q1 | $290K | Buy |
5,498
+236
| +4% | +$12.4K | 0.08% | 277 |
|
|
2017
Q4 | $278K | Buy |
5,262
+368
| +8% | +$19.4K | 0.07% | 295 |
|
|
2017
Q3 | $242K | Sell |
4,894
-3,470
| -41% | -$172K | 0.1% | 216 |
|
|
2017
Q2 | $28 | Buy |
8,364
+968
| +13% | +$3 | 0.01% | 676 |
|
|
2017
Q1 | $309K | Buy |
7,396
+4,071
| +122% | +$170K | 0.21% | 120 |
|
|
2016
Q4 | $143K | Buy |
+3,325
| New | +$143K | 0.11% | 212 |
|