Kesler Norman & Wride’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 | $1.78M | Buy |
12,669
+497
| +4% | +$70K | 0.32% | 73 |
|
|
2025
Q1 | $1.42M | Buy |
12,172
+5,665
| +87% | +$661K | 0.27% | 88 |
|
|
2024
Q4 | $818K | Sell |
6,507
-65
| -1% | -$8.17K | 0.18% | 119 |
|
|
2024
Q3 | $685K | Sell |
6,572
-313
| -5% | -$32.6K | 0.13% | 138 |
|
|
2024
Q2 | $669K | Sell |
6,885
-134
| -2% | -$13K | 0.14% | 118 |
|
|
2024
Q1 | $661K | Sell |
7,019
-378
| -5% | -$35.6K | 0.14% | 118 |
|
|
2023
Q4 | $690K | Sell |
7,397
-718
| -9% | -$67K | 0.16% | 121 |
|
|
2023
Q3 | $663K | Sell |
8,115
-3,231
| -28% | -$264K | 0.17% | 123 |
|
|
2023
Q2 | $969K | Sell |
11,346
-203
| -2% | -$17.3K | 0.23% | 99 |
|
|
2023
Q1 | $1.01M | Sell |
11,549
-241
| -2% | -$21.2K | 0.26% | 99 |
|
|
2022
Q4 | $1M | Sell |
11,790
-426
| -3% | -$36.2K | 0.26% | 102 |
|
|
2022
Q3 | $965K | Sell |
12,216
-768
| -6% | -$60.7K | 0.27% | 89 |
|
|
2022
Q2 | $988K | Sell |
12,984
-774
| -6% | -$58.9K | 0.27% | 94 |
|
|
2022
Q1 | $1.2M | Sell |
13,758
-173
| -1% | -$15.1K | 0.27% | 80 |
|
|
2021
Q4 | $1.37M | Sell |
13,931
-665
| -5% | -$65.3K | 0.29% | 80 |
|
|
2021
Q3 | $1.42M | Sell |
14,596
-1,076
| -7% | -$105K | 0.33% | 77 |
|
|
2021
Q2 | $1.5M | Sell |
15,672
-24,308
| -61% | -$2.33M | 0.35% | 77 |
|
|
2021
Q1 | $3.11M | Buy |
+39,980
| New | +$3.11M | 0.77% | 60 |
|