Key Financial Inc’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 | $413K | Sell |
2,932
-197
| -6% | -$27.7K | 0.08% | 187 |
|
|
2025
Q1 | $365K | Buy |
3,129
+2
| +0.1% | +$233 | 0.08% | 191 |
|
|
2024
Q4 | $393K | Buy |
3,127
+310
| +11% | +$39K | 0.09% | 170 |
|
|
2024
Q3 | $294K | Buy |
2,817
+22
| +0.8% | +$2.29K | 0.06% | 208 |
|
|
2024
Q2 | $272K | Buy |
2,795
+203
| +8% | +$19.7K | 0.07% | 204 |
|
|
2024
Q1 | $244K | Buy |
2,592
+4
| +0.2% | +$377 | 0.06% | 207 |
|
|
2023
Q4 | $241K | Sell |
2,588
-166
| -6% | -$15.5K | 0.07% | 196 |
|
|
2023
Q3 | $225K | Buy |
2,754
+3
| +0.1% | +$245 | 0.08% | 187 |
|
|
2023
Q2 | $235K | Buy |
2,751
+175
| +7% | +$14.9K | 0.08% | 186 |
|
|
2023
Q1 | $226K | Buy |
2,576
+536
| +26% | +$47.1K | 0.08% | 181 |
|
|
2022
Q4 | $161K | Hold |
2,040
| – | – | 0.08% | 186 |
|
|
2022
Q3 | $161K | Hold |
2,040
| – | – | 0.08% | 188 |
|
|
2022
Q2 | $157K | Hold |
2,040
| – | – | 0.09% | 179 |
|
|
2022
Q1 | $178K | Buy |
2,040
+456
| +29% | +$39.8K | 0.09% | 179 |
|
|
2021
Q4 | $155K | Hold |
1,584
| – | – | 0.08% | 175 |
|
|
2021
Q3 | $154K | Hold |
1,584
| – | – | 0.09% | 174 |
|
|
2021
Q2 | $152K | Buy |
1,584
+200
| +14% | +$19.2K | 0.08% | 178 |
|
|
2021
Q1 | $107K | Buy |
1,384
+29
| +2% | +$2.24K | 0.07% | 187 |
|
|
2020
Q4 | $93K | Buy |
+1,355
| New | +$93K | 0.07% | 187 |
|
|
2020
Q2 | – | Sell |
-1,355
| Closed | -$47K | – | 424 |
|
|
2020
Q1 | $47K | Buy |
+1,355
| New | +$47K | 0.05% | 225 |
|