Insigneo Advisory Services’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 | $2.13M | Buy |
15,111
+18
| +0.1% | +$2.54K | 0.18% | 109 |
|
|
2025
Q1 | $1.76M | Buy |
15,093
+1,743
| +13% | +$203K | 0.18% | 113 |
|
|
2024
Q4 | $1.68M | Sell |
13,350
-9,195
| -41% | -$1.16M | 0.17% | 109 |
|
|
2024
Q3 | $2.35M | Sell |
22,545
-2,275
| -9% | -$237K | 0.24% | 88 |
|
|
2024
Q2 | $2.29M | Buy |
24,820
+12,344
| +99% | +$1.14M | 0.26% | 77 |
|
|
2024
Q1 | $1.17M | Sell |
12,476
-1,671
| -12% | -$157K | 0.14% | 142 |
|
|
2023
Q4 | $1.32M | Buy |
14,147
+11,463
| +427% | +$1.07M | 0.19% | 116 |
|
|
2023
Q3 | $219K | Sell |
2,684
-10,273
| -79% | -$839K | 0.04% | 352 |
|
|
2023
Q2 | $1.11M | Buy |
12,957
+10,299
| +387% | +$880K | 0.21% | 100 |
|
|
2023
Q1 | $232K | Sell |
2,658
-4,057
| -60% | -$355K | 0.07% | 239 |
|
|
2022
Q4 | $571K | Buy |
+6,715
| New | +$571K | 0.22% | 99 |
|