Krilogy Financial’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 | $1.97M | Sell |
14,001
-661
| -5% | -$93.1K | 0.11% | 138 |
|
|
2025
Q1 | $1.71M | Sell |
14,662
-508
| -3% | -$59.3K | 0.11% | 137 |
|
|
2024
Q4 | $1.91M | Buy |
15,170
+1,224
| +9% | +$154K | 0.13% | 126 |
|
|
2024
Q3 | $1.45M | Buy |
13,946
+111
| +0.8% | +$11.6K | 0.1% | 143 |
|
|
2024
Q2 | $1.34M | Buy |
13,835
+118
| +0.9% | +$11.5K | 0.1% | 140 |
|
|
2024
Q1 | $1.29M | Buy |
+13,717
| New | +$1.29M | 0.1% | 153 |
|
|
2023
Q2 | – | Sell |
-2,975
| Closed | -$261K | – | 325 |
|
|
2023
Q1 | $261K | Sell |
2,975
-11,573
| -80% | -$1.02M | 0.02% | 348 |
|
|
2022
Q4 | $1.24M | Buy |
+14,548
| New | +$1.24M | 0.12% | 142 |
|
|
2018
Q4 | – | Sell |
-2,276
| Closed | -$106K | – | 479 |
|
|
2018
Q3 | $106K | Buy |
+2,276
| New | +$106K | 0.02% | 209 |
|
|
2018
Q2 | – | Sell |
-1,002
| Closed | -$54K | – | 470 |
|
|
2018
Q1 | $54K | Hold |
1,002
| – | – | 0.01% | 313 |
|
|
2017
Q4 | $53K | Sell |
1,002
-812
| -45% | -$43K | 0.01% | 311 |
|
|
2017
Q3 | $87K | Buy |
1,814
+912
| +101% | +$43.7K | 0.02% | 272 |
|
|
2017
Q2 | $40K | Sell |
902
-197
| -18% | -$8.74K | 0.01% | 337 |
|
|
2017
Q1 | $46K | Hold |
1,099
| – | – | 0.01% | 294 |
|
|
2016
Q4 | $46K | Hold |
1,099
| – | – | 0.01% | 294 |
|
|
2016
Q3 | $35K | Hold |
1,099
| – | – | 0.01% | 358 |
|
|
2016
Q2 | $29K | Hold |
1,099
| – | – | 0.01% | 391 |
|
|
2016
Q1 | $27K | Buy |
1,099
+929
| +546% | +$22.8K | 0.01% | 354 |
|
|
2015
Q4 | $5K | Hold |
170
| – | – | ﹤0.01% | 319 |
|
|
2015
Q3 | $5K | Buy |
+170
| New | +$5K | ﹤0.01% | 470 |
|