IPG Investment Advisors’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 | $2.09M | Buy |
14,802
+10,502
| +244% | +$1.48M | 0.41% | 49 |
|
|
2025
Q1 | $502K | Sell |
4,300
-75
| -2% | -$8.75K | 0.11% | 103 |
|
|
2024
Q4 | $550K | Hold |
4,375
| – | – | 0.13% | 95 |
|
|
2024
Q3 | $456K | Hold |
4,375
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $425K | Hold |
4,375
| – | – | 0.09% | 100 |
|
|
2024
Q1 | $412K | Hold |
4,375
| – | – | 0.09% | 111 |
|
|
2023
Q4 | $408K | Sell |
4,375
-348
| -7% | -$32.5K | 0.08% | 118 |
|
|
2023
Q3 | $386K | Buy |
4,723
+48
| +1% | +$3.92K | 0.09% | 117 |
|
|
2023
Q2 | $399K | Sell |
4,675
-11,500
| -71% | -$982K | 0.09% | 116 |
|
|
2023
Q1 | $1.42M | Sell |
16,175
-5,500
| -25% | -$483K | 0.32% | 49 |
|
|
2022
Q4 | $1.84M | Sell |
21,675
-18,600
| -46% | -$1.58M | 0.51% | 36 |
|
|
2022
Q3 | $3.18M | Buy |
40,275
+11,500
| +40% | +$909K | 0.89% | 27 |
|
|
2022
Q2 | $2.19M | Buy |
28,775
+5,000
| +21% | +$380K | 0.55% | 32 |
|
|
2022
Q1 | $2.08M | Buy |
23,775
+10,975
| +86% | +$959K | 0.4% | 42 |
|
|
2021
Q4 | $1.26M | Buy |
+12,800
| New | +$1.26M | 0.23% | 65 |
|
|
2021
Q2 | – | Sell |
-21,300
| Closed | -$1.65M | – | 198 |
|
|
2021
Q1 | $1.65M | Buy |
+21,300
| New | +$1.65M | 0.32% | 53 |
|
|
2020
Q4 | – | Sell |
-19,200
| Closed | -$928K | – | 185 |
|
|
2020
Q3 | $928K | Buy |
19,200
+7,000
| +57% | +$338K | 0.27% | 61 |
|
|
2020
Q2 | $589K | Buy |
+12,200
| New | +$589K | 0.2% | 66 |
|
|
2019
Q2 | – | Sell |
-5,450
| Closed | -$230K | – | 161 |
|
|
2019
Q1 | $230K | Hold |
5,450
| – | – | 0.08% | 127 |
|
|
2018
Q4 | $216K | Buy |
+5,450
| New | +$216K | 0.08% | 125 |
|
|
2017
Q2 | – | Sell |
-12,800
| Closed | -$548K | – | 153 |
|
|
2017
Q1 | $548K | Buy |
12,800
+7,650
| +149% | +$328K | 0.25% | 63 |
|
|
2016
Q4 | $218K | Buy |
+5,150
| New | +$218K | 0.09% | 112 |
|