Lido Advisors’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 | $22.3M | Sell |
158,510
-8,740
| -5% | -$1.23M | 0.09% | 129 |
|
|
2025
Q1 | $19.5M | Buy |
167,250
+91,794
| +122% | +$10.7M | 0.09% | 134 |
|
|
2024
Q4 | $9.49M | Buy |
75,456
+6,207
| +9% | +$780K | 0.04% | 212 |
|
|
2024
Q3 | $7.22M | Buy |
69,249
+3,762
| +6% | +$392K | 0.04% | 239 |
|
|
2024
Q2 | $6.36M | Buy |
65,487
+3,213
| +5% | +$312K | 0.04% | 240 |
|
|
2024
Q1 | $5.86M | Sell |
62,274
-7,107
| -10% | -$669K | 0.03% | 245 |
|
|
2023
Q4 | $6.47M | Buy |
69,381
+6,407
| +10% | +$597K | 0.04% | 218 |
|
|
2023
Q3 | $5.14M | Buy |
62,974
+1,421
| +2% | +$116K | 0.04% | 221 |
|
|
2023
Q2 | $5.26M | Buy |
61,553
+8,125
| +15% | +$694K | 0.04% | 205 |
|
|
2023
Q1 | $4.69M | Buy |
53,428
+21,718
| +68% | +$1.91M | 0.05% | 206 |
|
|
2022
Q4 | $2.7M | Buy |
31,710
+1,469
| +5% | +$125K | 0.03% | 230 |
|
|
2022
Q3 | $2.39M | Sell |
30,241
-200
| -0.7% | -$15.8K | 0.03% | 210 |
|
|
2022
Q2 | $2.32M | Sell |
30,441
-6,051
| -17% | -$460K | 0.03% | 197 |
|
|
2022
Q1 | $3.19M | Buy |
36,492
+3,630
| +11% | +$317K | 0.04% | 181 |
|
|
2021
Q4 | $3.23M | Buy |
32,862
+19,499
| +146% | +$1.91M | 0.04% | 183 |
|
|
2021
Q3 | $1.3M | Buy |
13,363
+5,536
| +71% | +$539K | 0.02% | 310 |
|
|
2021
Q2 | $718K | Sell |
7,827
-1,401
| -15% | -$129K | 0.01% | 397 |
|
|
2021
Q1 | $717K | Buy |
9,228
+5,883
| +176% | +$457K | 0.01% | 373 |
|
|
2020
Q4 | $229K | Buy |
+3,345
| New | +$229K | ﹤0.01% | 628 |
|
|
2020
Q1 | – | Sell |
-4,203
| Closed | -$215K | – | 576 |
|
|
2019
Q4 | $215K | Buy |
+4,203
| New | +$215K | 0.01% | 542 |
|