Kelly Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $202K | Buy |
+968
| New | +$192K | 0.04% | 140 |
|
|
2024
Q3 | – | Sell |
-134
| Closed | -$13.1K | – | 509 |
|
|
2024
Q2 | $13.1K | Hold |
134
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $12.6K | Buy |
134
+1
| +0.8% | +$88 | ﹤0.01% | 393 |
|
|
2023
Q4 | $12.4K | Hold |
133
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $10.9K | Buy |
133
+1
| +0.8% | +$87 | 0.01% | 360 |
|
|
2023
Q2 | $11.3K | Hold |
132
| – | – | 0.01% | 350 |
|
|
2023
Q1 | $11.6K | Sell |
132
-30
| -19% | -$2.8K | 0.01% | 339 |
|
|
2022
Q4 | $13.8K | Buy |
162
+1
| +0.6% | +$85 | 0.01% | 296 |
|
|
2022
Q3 | $12.8K | Buy |
161
+30
| +23% | +$2.53K | 0.01% | 302 |
|
|
2022
Q2 | $9.96K | Sell |
131
-150
| -53% | -$12.3K | 0.01% | 323 |
|
|
2022
Q1 | $24.5K | Sell |
281
-100
| -26% | -$9.65K | 0.01% | 253 |
|
|
2021
Q4 | $37.4K | Buy |
381
+1
| +0.3% | +$100 | 0.02% | 215 |
|
|
2021
Q3 | $37K | Sell |
380
-37,666
| -99% | -$3.73M | 0.02% | 197 |
|
|
2021
Q2 | $415K | Buy |
38,046
+37,631
| +9,068% | +$3.23M | 0.02% | 205 |
|
|
2021
Q1 | $32.2K | Buy |
415
+291
| +235% | +$22.3K | 0.02% | 173 |
|
|
2020
Q4 | $8.47K | Buy |
124
+11
| +10% | +$631 | 0.01% | 297 |
|
|
2020
Q3 | $5.45K | Buy |
113
+12
| +12% | +$605 | ﹤0.01% | 327 |
|
|
2020
Q2 | $4.86K | Buy |
101
+1
| +1% | +$42 | ﹤0.01% | 338 |
|
|
2020
Q1 | $3.41K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2019
Q4 | $5.12K | Hold |
100
| – | – | ﹤0.01% | 294 |
|
|
2019
Q3 | $4.27K | Sell |
100
-117
| -54% | -$5K | ﹤0.01% | 308 |
|
|
2019
Q2 | $9.51K | Hold |
217
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $9.16K | Buy |
+217
| New | +$9.13K | 0.01% | 231 |
|
Other funds holding MS
HCM
AAMU
DLA
CRM
BG
CNB
AAS