Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+1,657
| New | +$233K | 0.04% | 203 |
|
|
2023
Q2 | – | Sell |
-3,467
| Closed | -$300K | – | 215 |
|
|
2023
Q1 | $300K | Buy |
+3,467
| New | +$300K | 0.06% | 174 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$10K | – | 752 |
|
|
2021
Q3 | $10K | Buy |
100
+44
| +79% | +$4.4K | ﹤0.01% | 820 |
|
|
2021
Q2 | $5K | Sell |
56
-50
| -47% | -$4.46K | ﹤0.01% | 794 |
|
|
2021
Q1 | $7K | Hold |
106
| – | – | ﹤0.01% | 660 |
|
|
2020
Q4 | $7K | Buy |
106
+1
| +1% | +$66 | ﹤0.01% | 653 |
|
|
2020
Q3 | $5K | Buy |
105
+1
| +1% | +$48 | ﹤0.01% | 630 |
|
|
2020
Q2 | $5K | Buy |
104
+74
| +247% | +$3.56K | ﹤0.01% | 615 |
|
|
2020
Q1 | $1K | Sell |
30
-11
| -27% | -$367 | ﹤0.01% | 823 |
|
|
2019
Q4 | $2K | Sell |
41
-13
| -24% | -$634 | ﹤0.01% | 774 |
|
|
2019
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 747 |
|
|
2019
Q2 | $2K | Sell |
54
-11
| -17% | -$407 | ﹤0.01% | 768 |
|
|
2019
Q1 | $2K | Sell |
65
-691
| -91% | -$21.3K | ﹤0.01% | 637 |
|
|
2018
Q4 | $29K | Buy |
+756
| New | +$29K | 0.02% | 276 |
|