Lake Street Advisors Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.42M | Buy |
35,185
+12,097
| +52% | +$1.52M | 0.2% | 73 |
|
|
2024
Q3 | $2.41M | Sell |
23,088
-12,274
| -35% | -$1.28M | 0.11% | 102 |
|
|
2024
Q2 | $3.44M | Buy |
35,362
+285
| +0.8% | +$27.7K | 0.17% | 83 |
|
|
2024
Q1 | $3.3M | Buy |
35,077
+1,222
| +4% | +$115K | 0.15% | 92 |
|
|
2023
Q4 | $3.16M | Sell |
33,855
-711
| -2% | -$66.3K | 0.16% | 90 |
|
|
2023
Q3 | $2.82M | Sell |
34,566
-645
| -2% | -$52.7K | 0.17% | 89 |
|
|
2023
Q2 | $3.01M | Buy |
35,211
+17,350
| +97% | +$1.48M | 0.17% | 88 |
|
|
2023
Q1 | $1.57M | Buy |
17,861
+5,557
| +45% | +$488K | 0.1% | 129 |
|
|
2022
Q4 | $1.05M | Sell |
12,304
-958
| -7% | -$81.4K | 0.07% | 147 |
|
|
2022
Q3 | $1.05M | Sell |
13,262
-284
| -2% | -$22.4K | 0.08% | 144 |
|
|
2022
Q2 | $1.03M | Buy |
13,546
+202
| +2% | +$15.4K | 0.07% | 141 |
|
|
2022
Q1 | $1.17M | Buy |
13,344
+1,287
| +11% | +$112K | 0.07% | 140 |
|
|
2021
Q4 | $1.18M | Sell |
12,057
-241
| -2% | -$23.7K | 0.07% | 138 |
|
|
2021
Q3 | $1.2M | Buy |
12,298
+4,215
| +52% | +$410K | 0.13% | 105 |
|
|
2021
Q2 | $846K | Buy |
8,083
+56
| +0.7% | +$5.86K | 0.06% | 122 |
|
|
2021
Q1 | $623K | Buy |
8,027
+22
| +0.3% | +$1.71K | 0.05% | 138 |
|
|
2020
Q4 | $549K | Buy |
8,005
+1,485
| +23% | +$102K | 0.05% | 146 |
|
|
2020
Q3 | $315K | Buy |
6,520
+294
| +5% | +$14.2K | 0.03% | 202 |
|
|
2020
Q2 | $301K | Sell |
6,226
-258
| -4% | -$12.5K | 0.03% | 202 |
|
|
2020
Q1 | $220K | Buy |
6,484
+2,094
| +48% | +$71K | 0.03% | 213 |
|
|
2019
Q4 | $224K | Buy |
+4,390
| New | +$224K | 0.02% | 228 |
|
|
2018
Q3 | – | Sell |
-6,368
| Closed | -$302K | – | 281 |
|
|
2018
Q2 | $302K | Sell |
6,368
-754
| -11% | -$35.8K | 0.03% | 222 |
|
|
2018
Q1 | $384K | Sell |
7,122
-553
| -7% | -$29.8K | 0.04% | 159 |
|
|
2017
Q4 | $403K | Buy |
+7,675
| New | +$403K | 0.05% | 166 |
|