Integrated Wealth Concepts’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 | $3.86M | Sell |
27,389
-3,354
| -11% | -$472K | 0.04% | 405 |
|
|
2025
Q1 | $3.59M | Sell |
30,743
-5,478
| -15% | -$639K | 0.04% | 398 |
|
|
2024
Q4 | $4.55M | Buy |
36,221
+1,096
| +3% | +$138K | 0.05% | 321 |
|
|
2024
Q3 | $3.66M | Sell |
35,125
-1,162
| -3% | -$121K | 0.04% | 362 |
|
|
2024
Q2 | $3.53M | Buy |
36,287
+2,290
| +7% | +$223K | 0.05% | 346 |
|
|
2024
Q1 | $3.2M | Buy |
33,997
+2,185
| +7% | +$206K | 0.05% | 372 |
|
|
2023
Q4 | $2.97M | Buy |
31,812
+147
| +0.5% | +$13.7K | 0.05% | 351 |
|
|
2023
Q3 | $2.59M | Sell |
31,665
-642
| -2% | -$52.4K | 0.05% | 368 |
|
|
2023
Q2 | $2.76M | Buy |
32,307
+10,098
| +45% | +$862K | 0.05% | 349 |
|
|
2023
Q1 | $1.95M | Buy |
22,209
+461
| +2% | +$40.5K | 0.04% | 421 |
|
|
2022
Q4 | $1.85M | Sell |
21,748
-2,394
| -10% | -$204K | 0.05% | 336 |
|
|
2022
Q3 | $1.91M | Buy |
24,142
+919
| +4% | +$72.6K | 0.06% | 300 |
|
|
2022
Q2 | $1.77M | Sell |
23,223
-1,621
| -7% | -$123K | 0.06% | 304 |
|
|
2022
Q1 | $2.17M | Buy |
24,844
+6,220
| +33% | +$544K | 0.07% | 245 |
|
|
2021
Q4 | $1.83M | Buy |
18,624
+2,777
| +18% | +$273K | 0.05% | 281 |
|
|
2021
Q3 | $1.54M | Buy |
15,847
+3,441
| +28% | +$335K | 0.05% | 292 |
|
|
2021
Q2 | $1.14M | Buy |
12,406
+5,490
| +79% | +$503K | 0.04% | 327 |
|
|
2021
Q1 | $537K | Buy |
6,916
+1,698
| +33% | +$132K | 0.02% | 456 |
|
|
2020
Q4 | $358K | Buy |
5,218
+511
| +11% | +$35.1K | 0.02% | 481 |
|
|
2020
Q3 | $228K | Sell |
4,707
-217
| -4% | -$10.5K | 0.01% | 515 |
|
|
2020
Q2 | $238K | Buy |
+4,924
| New | +$238K | 0.02% | 444 |
|