Kestra Private Wealth 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 | $20.6M | Buy |
146,103
+1,497
| +1% | +$211K | 0.3% | 66 |
|
|
2025
Q1 | $16.9M | Buy |
144,606
+8,522
| +6% | +$994K | 0.28% | 75 |
|
|
2024
Q4 | $17.1M | Buy |
136,084
+7,226
| +6% | +$908K | 0.29% | 68 |
|
|
2024
Q3 | $13.4M | Sell |
128,858
-4,535
| -3% | -$473K | 0.25% | 87 |
|
|
2024
Q2 | $13M | Buy |
133,393
+11,236
| +9% | +$1.09M | 0.26% | 84 |
|
|
2024
Q1 | $11.5M | Buy |
122,157
+10,253
| +9% | +$965K | 0.26% | 92 |
|
|
2023
Q4 | $10.4M | Buy |
111,904
+19,944
| +22% | +$1.86M | 0.27% | 94 |
|
|
2023
Q3 | $7.51M | Buy |
91,960
+13,118
| +17% | +$1.07M | 0.24% | 105 |
|
|
2023
Q2 | $6.73M | Buy |
78,842
+2,040
| +3% | +$174K | 0.23% | 109 |
|
|
2023
Q1 | $6.74M | Buy |
76,802
+426
| +0.6% | +$37.4K | 0.27% | 100 |
|
|
2022
Q4 | $6.49M | Buy |
76,376
+44,329
| +138% | +$3.77M | 0.33% | 82 |
|
|
2022
Q3 | $2.53M | Buy |
32,047
+4,635
| +17% | +$366K | 0.15% | 165 |
|
|
2022
Q2 | $2.09M | Sell |
27,412
-2,636
| -9% | -$200K | 0.12% | 206 |
|
|
2022
Q1 | $2.63M | Buy |
30,048
+6,523
| +28% | +$570K | 0.13% | 174 |
|
|
2021
Q4 | $2.31M | Buy |
23,525
+5,802
| +33% | +$569K | 0.11% | 195 |
|
|
2021
Q3 | $1.73M | Sell |
17,723
-2,096
| -11% | -$204K | 0.1% | 235 |
|
|
2021
Q2 | $1.82M | Buy |
19,819
+266
| +1% | +$24.4K | 0.11% | 211 |
|
|
2021
Q1 | $1.52M | Buy |
19,553
+1,947
| +11% | +$151K | 0.11% | 215 |
|
|
2020
Q4 | $1.19M | Buy |
17,606
+7,571
| +75% | +$513K | 0.09% | 234 |
|
|
2020
Q3 | $485K | Buy |
+10,035
| New | +$485K | 0.04% | 391 |
|