Kovack Advisors’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 | $467K | Sell |
3,316
-2,306
| -41% | -$325K | 0.05% | 347 |
|
|
2025
Q1 | $656K | Sell |
5,622
-459
| -8% | -$53.6K | 0.07% | 240 |
|
|
2024
Q4 | $765K | Buy |
6,081
+2,609
| +75% | +$328K | 0.08% | 215 |
|
|
2024
Q3 | $362K | Sell |
3,472
-42
| -1% | -$4.38K | 0.04% | 389 |
|
|
2024
Q2 | $342K | Sell |
3,514
-344
| -9% | -$33.4K | 0.04% | 390 |
|
|
2024
Q1 | $363K | Sell |
3,858
-2,683
| -41% | -$253K | 0.04% | 314 |
|
|
2023
Q4 | $610K | Buy |
6,541
+1,091
| +20% | +$102K | 0.07% | 260 |
|
|
2023
Q3 | $445K | Buy |
5,450
+70
| +1% | +$5.72K | 0.06% | 281 |
|
|
2023
Q2 | $459K | Sell |
5,380
-910
| -14% | -$77.7K | 0.06% | 312 |
|
|
2023
Q1 | $552K | Sell |
6,290
-780
| -11% | -$68.5K | 0.08% | 274 |
|
|
2022
Q4 | $601K | Sell |
7,070
-736
| -9% | -$62.6K | 0.09% | 241 |
|
|
2022
Q3 | $617K | Buy |
7,806
+156
| +2% | +$12.3K | 0.09% | 239 |
|
|
2022
Q2 | $582K | Buy |
7,650
+274
| +4% | +$20.8K | 0.08% | 276 |
|
|
2022
Q1 | $644K | Buy |
7,376
+1,596
| +28% | +$139K | 0.07% | 326 |
|
|
2021
Q4 | $567K | Buy |
5,780
+1,703
| +42% | +$167K | 0.05% | 359 |
|
|
2021
Q3 | $397K | Buy |
4,077
+210
| +5% | +$20.4K | 0.04% | 430 |
|
|
2021
Q2 | $355K | Sell |
3,867
-844
| -18% | -$77.5K | 0.04% | 449 |
|
|
2021
Q1 | $366K | Sell |
4,711
-1,150
| -20% | -$89.3K | 0.05% | 391 |
|
|
2020
Q4 | $402K | Buy |
5,861
+729
| +14% | +$50K | 0.06% | 330 |
|
|
2020
Q3 | $248K | Buy |
+5,132
| New | +$248K | 0.04% | 361 |
|
|
2020
Q1 | – | Sell |
-5,074
| Closed | -$259K | – | 508 |
|
|
2019
Q4 | $259K | Sell |
5,074
-1,298
| -20% | -$66.3K | 0.05% | 391 |
|
|
2019
Q3 | $272K | Sell |
6,372
-24
| -0.4% | -$1.02K | 0.06% | 357 |
|
|
2019
Q2 | $280K | Sell |
6,396
-319
| -5% | -$14K | 0.06% | 318 |
|
|
2019
Q1 | $283K | Sell |
6,715
-204
| -3% | -$8.6K | 0.07% | 303 |
|
|
2018
Q4 | $274K | Buy |
6,919
+172
| +3% | +$6.81K | 0.08% | 278 |
|
|
2018
Q3 | $314K | Buy |
+6,747
| New | +$314K | 0.08% | 285 |
|
|
2017
Q4 | – | Sell |
-4,935
| Closed | -$238K | – | 478 |
|
|
2017
Q3 | $238K | Sell |
4,935
-124
| -2% | -$5.98K | 0.08% | 282 |
|
|
2017
Q2 | $225K | Buy |
5,059
+342
| +7% | +$15.2K | 0.07% | 309 |
|
|
2017
Q1 | $202K | Buy |
+4,717
| New | +$202K | 0.08% | 265 |
|