Laidlaw Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,902
| Closed | -$550K | – | 212 |
|
|
2023
Q4 | $550K | Sell |
5,902
-258
| -4% | -$24.1K | 0.2% | 117 |
|
|
2023
Q3 | $503K | Sell |
6,160
-8,552
| -58% | -$698K | 0.17% | 141 |
|
|
2023
Q2 | $1.26M | Buy |
14,712
+7,516
| +104% | +$642K | 0.25% | 102 |
|
|
2023
Q1 | $632K | Buy |
7,196
+508
| +8% | +$44.6K | 0.13% | 180 |
|
|
2022
Q4 | $569K | Buy |
6,688
+4
| +0.1% | +$340 | 0.12% | 182 |
|
|
2022
Q3 | $528K | Buy |
6,684
+1,738
| +35% | +$137K | 0.12% | 171 |
|
|
2022
Q2 | $376K | Buy |
4,946
+32
| +0.7% | +$2.43K | 0.08% | 232 |
|
|
2022
Q1 | $429K | Buy |
4,914
+668
| +16% | +$58.3K | 0.07% | 240 |
|
|
2021
Q4 | $417K | Buy |
+4,246
| New | +$417K | 0.07% | 251 |
|