Lake Street Private Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,862
| Closed | -$375K | – | 299 |
|
|
2024
Q2 | $375K | Sell |
3,862
-1,894
| -33% | -$184K | 0.05% | 246 |
|
|
2024
Q1 | $542K | Sell |
5,756
-390
| -6% | -$36.7K | 0.07% | 216 |
|
|
2023
Q4 | $573K | Sell |
6,146
-540
| -8% | -$50.4K | 0.09% | 196 |
|
|
2023
Q3 | $550K | Buy |
6,686
+43
| +0.6% | +$3.53K | 0.1% | 180 |
|
|
2023
Q2 | $567K | Sell |
6,643
-248
| -4% | -$21.2K | 0.1% | 172 |
|
|
2023
Q1 | $605K | Buy |
6,891
+234
| +4% | +$20.5K | 0.11% | 166 |
|
|
2022
Q4 | $566K | Sell |
6,657
-1,841
| -22% | -$157K | 0.12% | 169 |
|
|
2022
Q3 | $671K | Sell |
8,498
-3,084
| -27% | -$244K | 0.15% | 136 |
|
|
2022
Q2 | $881K | Buy |
11,582
+1,321
| +13% | +$100K | 0.19% | 121 |
|
|
2022
Q1 | $897K | Buy |
10,261
+37
| +0.4% | +$3.23K | 0.16% | 134 |
|
|
2021
Q4 | $1M | Buy |
+10,224
| New | +$1M | 0.18% | 130 |
|