Intersect Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $871K | Sell |
11,449
-375
| -3% | -$28.5K | 0.26% | 86 |
|
|
2022
Q1 | $1.03M | Sell |
11,824
-603
| -5% | -$52.7K | 0.2% | 108 |
|
|
2021
Q4 | $1.22M | Buy |
12,427
+781
| +7% | +$76.7K | 0.23% | 90 |
|
|
2021
Q3 | $1.13M | Buy |
11,646
+280
| +2% | +$27.2K | 0.19% | 98 |
|
|
2021
Q2 | $1.04M | Sell |
11,366
-755
| -6% | -$69.2K | 0.18% | 101 |
|
|
2021
Q1 | $941K | Buy |
12,121
+707
| +6% | +$54.9K | 0.19% | 94 |
|
|
2020
Q4 | $782K | Buy |
11,414
+2,968
| +35% | +$203K | 0.17% | 96 |
|
|
2020
Q3 | $408K | Buy |
8,446
+1,559
| +23% | +$75.3K | 0.11% | 136 |
|
|
2020
Q2 | $333K | Buy |
+6,887
| New | +$333K | 0.11% | 133 |
|
|
2015
Q2 | – | Sell |
-1,601
| Closed | -$48K | – | 265 |
|
|
2015
Q1 | $48K | Buy |
1,601
+1,050
| +191% | +$31.5K | 0.04% | 182 |
|
|
2014
Q4 | $21K | Buy |
+551
| New | +$21K | 0.02% | 278 |
|