Lindbrook Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $586K | Sell |
5,022
-1,134
| -18% | -$132K | 0.05% | 200 |
|
|
2024
Q4 | $774K | Buy |
6,156
+73
| +1% | +$9.18K | 0.07% | 162 |
|
|
2024
Q3 | $634K | Buy |
6,083
+388
| +7% | +$40.4K | 0.06% | 190 |
|
|
2024
Q2 | $553K | Buy |
5,695
+325
| +6% | +$31.6K | 0.05% | 194 |
|
|
2024
Q1 | $506K | Buy |
5,370
+184
| +4% | +$17.3K | 0.05% | 217 |
|
|
2023
Q4 | $484K | Sell |
5,186
-420
| -7% | -$39.2K | 0.05% | 207 |
|
|
2023
Q3 | $458K | Buy |
5,606
+563
| +11% | +$46K | 0.05% | 191 |
|
|
2023
Q2 | $431K | Sell |
5,043
-48
| -0.9% | -$4.1K | 0.05% | 197 |
|
|
2023
Q1 | $447K | Buy |
5,091
+700
| +16% | +$61.5K | 0.05% | 187 |
|
|
2022
Q4 | $373K | Sell |
4,391
-391
| -8% | -$33.2K | 0.05% | 213 |
|
|
2022
Q3 | $378K | Buy |
4,782
+762
| +19% | +$60.2K | 0.06% | 179 |
|
|
2022
Q2 | $306K | Sell |
4,020
-23
| -0.6% | -$1.75K | 0.05% | 213 |
|
|
2022
Q1 | $353K | Sell |
4,043
-232
| -5% | -$20.3K | 0.05% | 201 |
|
|
2021
Q4 | $420K | Buy |
4,275
+2,600
| +155% | +$255K | 0.06% | 184 |
|
|
2021
Q3 | $163K | Buy |
1,675
+71
| +4% | +$6.91K | 0.04% | 185 |
|
|
2021
Q2 | $147K | Sell |
1,604
-22
| -1% | -$2.02K | 0.03% | 224 |
|
|
2021
Q1 | $126K | Buy |
1,626
+207
| +15% | +$16K | 0.03% | 231 |
|
|
2020
Q4 | $97K | Buy |
1,419
+162
| +13% | +$11.1K | 0.02% | 253 |
|
|
2020
Q3 | $61K | Sell |
1,257
-403
| -24% | -$19.6K | 0.02% | 308 |
|
|
2020
Q2 | $80K | Sell |
1,660
-10
| -0.6% | -$482 | 0.02% | 253 |
|
|
2020
Q1 | $57K | Buy |
1,670
+79
| +5% | +$2.7K | 0.02% | 291 |
|
|
2019
Q4 | $81K | Buy |
1,591
+5
| +0.3% | +$255 | 0.03% | 293 |
|
|
2019
Q3 | $68K | Sell |
1,586
-27
| -2% | -$1.16K | 0.03% | 323 |
|
|
2019
Q2 | $70K | Hold |
1,613
| – | – | 0.03% | 315 |
|
|
2019
Q1 | $68K | Hold |
1,613
| – | – | 0.03% | 313 |
|
|
2018
Q4 | $63K | Buy |
+1,613
| New | +$63K | 0.03% | 277 |
|