Kestra Advisory Services’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 | $15.6M | Buy |
110,752
+4,932
| +5% | +$695K | 0.08% | 260 |
|
|
2025
Q1 | $12.3M | Buy |
105,820
+628
| +0.6% | +$73.3K | 0.06% | 293 |
|
|
2024
Q4 | $13.2M | Sell |
105,192
-4,960
| -5% | -$624K | 0.07% | 280 |
|
|
2024
Q3 | $11.5M | Sell |
110,152
-772
| -0.7% | -$80.5K | 0.06% | 327 |
|
|
2024
Q2 | $10.6M | Buy |
110,924
+14,591
| +15% | +$1.39M | 0.06% | 350 |
|
|
2024
Q1 | $9.07M | Buy |
96,333
+12,574
| +15% | +$1.18M | 0.06% | 331 |
|
|
2023
Q4 | $7.81M | Buy |
83,759
+1,523
| +2% | +$142K | 0.06% | 327 |
|
|
2023
Q3 | $6.72M | Buy |
82,236
+25,195
| +44% | +$2.06M | 0.07% | 307 |
|
|
2023
Q2 | $4.87M | Sell |
57,041
-1,997
| -3% | -$171K | 0.05% | 380 |
|
|
2023
Q1 | $5.18M | Sell |
59,038
-30,039
| -34% | -$2.64M | 0.06% | 337 |
|
|
2022
Q4 | $7.57M | Sell |
89,077
-3,477
| -4% | -$296K | 0.07% | 315 |
|
|
2022
Q3 | $7.31M | Sell |
92,554
-5,321
| -5% | -$420K | 0.08% | 272 |
|
|
2022
Q2 | $7.44M | Sell |
97,875
-6,006
| -6% | -$457K | 0.08% | 267 |
|
|
2022
Q1 | $9.08M | Buy |
103,881
+22,847
| +28% | +$2M | 0.09% | 238 |
|
|
2021
Q4 | $7.95M | Buy |
81,034
+4,504
| +6% | +$442K | 0.08% | 267 |
|
|
2021
Q3 | $7.45M | Buy |
76,530
+4,225
| +6% | +$411K | 0.07% | 294 |
|
|
2021
Q2 | $6.63M | Buy |
72,305
+2,451
| +4% | +$225K | 0.08% | 292 |
|
|
2021
Q1 | $5.43M | Buy |
69,854
+34,893
| +100% | +$2.71M | 0.07% | 318 |
|
|
2020
Q4 | $2.37M | Buy |
34,961
+18,175
| +108% | +$1.23M | 0.03% | 541 |
|
|
2020
Q3 | $815K | Buy |
+16,786
| New | +$815K | 0.02% | 690 |
|