IFWM
Institute for Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
17,105
-29
| -0.2% | -$4.09K | 0.27% | 80 |
|
|
2025
Q1 | $2M | Sell |
17,134
-144
| -0.8% | -$16.8K | 0.26% | 87 |
|
|
2024
Q4 | $2.17M | Sell |
17,278
-171
| -1% | -$21.5K | 0.27% | 76 |
|
|
2024
Q3 | $1.82M | Sell |
17,449
-299
| -2% | -$31.2K | 0.23% | 97 |
|
|
2024
Q2 | $1.72M | Buy |
17,748
+268
| +2% | +$26K | 0.23% | 96 |
|
|
2024
Q1 | $1.65M | Sell |
17,480
-98
| -0.6% | -$9.23K | 0.21% | 104 |
|
|
2023
Q4 | $1.64M | Buy |
17,578
+618
| +4% | +$57.6K | 0.27% | 89 |
|
|
2023
Q3 | $1.39M | Sell |
16,960
-68
| -0.4% | -$5.55K | 0.25% | 95 |
|
|
2023
Q2 | $1.45M | Sell |
17,028
-45
| -0.3% | -$3.84K | 0.25% | 96 |
|
|
2023
Q1 | $1.5M | Sell |
17,073
-70
| -0.4% | -$6.15K | 0.29% | 85 |
|
|
2022
Q4 | $1.46M | Sell |
17,143
-845
| -5% | -$71.8K | 0.31% | 86 |
|
|
2022
Q3 | $1.42M | Sell |
17,988
-90
| -0.5% | -$7.11K | 0.32% | 81 |
|
|
2022
Q2 | $1.38M | Sell |
18,078
-139
| -0.8% | -$10.6K | 0.27% | 96 |
|
|
2022
Q1 | $1.59M | Buy |
18,217
+312
| +2% | +$27.3K | 0.26% | 96 |
|
|
2021
Q4 | $1.76M | Sell |
17,905
-132
| -0.7% | -$13K | 0.29% | 85 |
|
|
2021
Q3 | $1.76M | Buy |
18,037
+2,537
| +16% | +$247K | 0.31% | 80 |
|
|
2021
Q2 | $1.42M | Sell |
15,500
-196
| -1% | -$18K | 0.25% | 101 |
|
|
2021
Q1 | $1.22M | Sell |
15,696
-390
| -2% | -$30.3K | 0.23% | 112 |
|
|
2020
Q4 | $1.1M | Buy |
16,086
+745
| +5% | +$51K | 0.22% | 112 |
|
|
2020
Q3 | $740K | Buy |
15,341
+105
| +0.7% | +$5.07K | 0.17% | 154 |
|
|
2020
Q2 | $736K | Buy |
15,236
+259
| +2% | +$12.5K | 0.18% | 148 |
|
|
2020
Q1 | $509K | Sell |
14,977
-436
| -3% | -$14.8K | 0.16% | 173 |
|
|
2019
Q4 | $788K | Sell |
15,413
-136
| -0.9% | -$6.95K | 0.18% | 164 |
|
|
2019
Q3 | $663K | Hold |
15,549
| – | – | 0.17% | 180 |
|
|
2019
Q2 | $681K | Sell |
15,549
-105
| -0.7% | -$4.6K | 0.15% | 207 |
|
|
2019
Q1 | $661K | Buy |
+15,654
| New | +$661K | 0.14% | 195 |
|
|
2018
Q4 | – | Sell |
-15,033
| Closed | -$722K | – | 313 |
|
|
2018
Q3 | $722K | Sell |
15,033
-2,532
| -14% | -$122K | 0.24% | 129 |
|
|
2018
Q2 | $828K | Buy |
17,565
+7
| +0% | +$330 | 0.26% | 124 |
|
|
2018
Q1 | $908K | Buy |
17,558
+1,833
| +12% | +$94.8K | 0.27% | 139 |
|
|
2017
Q4 | $824K | Sell |
15,725
-943
| -6% | -$49.4K | 0.19% | 158 |
|
|
2017
Q3 | $805K | Buy |
16,668
+124
| +0.7% | +$5.99K | 0.26% | 133 |
|
|
2017
Q2 | $732K | Buy |
+16,544
| New | +$732K | 0.2% | 164 |
|