Linscomb Wealth’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 | $6.31M | Buy |
44,785
+219
| +0.5% | +$30.8K | 0.29% | 80 |
|
|
2025
Q1 | $5.2M | Sell |
44,566
-176
| -0.4% | -$20.5K | 0.26% | 89 |
|
|
2024
Q4 | $5.62M | Buy |
44,742
+277
| +0.6% | +$34.8K | 0.28% | 83 |
|
|
2024
Q3 | $4.64M | Sell |
44,465
-235
| -0.5% | -$24.5K | 0.23% | 94 |
|
|
2024
Q2 | $4.34M | Sell |
44,700
-74
| -0.2% | -$7.19K | 0.22% | 95 |
|
|
2024
Q1 | $4.22M | Buy |
44,774
+2,754
| +7% | +$259K | 0.22% | 94 |
|
|
2023
Q4 | $3.92M | Sell |
42,020
-1,086
| -3% | -$101K | 0.22% | 97 |
|
|
2023
Q3 | $3.52M | Buy |
43,106
+1,692
| +4% | +$138K | 0.21% | 98 |
|
|
2023
Q2 | $3.54M | Buy |
41,414
+613
| +2% | +$52.4K | 0.19% | 99 |
|
|
2023
Q1 | $3.58M | Buy |
40,801
+2,694
| +7% | +$237K | 0.19% | 98 |
|
|
2022
Q4 | $3.24M | Buy |
38,107
+7,041
| +23% | +$599K | 0.16% | 109 |
|
|
2022
Q3 | $2.46M | Buy |
31,066
+4,697
| +18% | +$371K | 0.15% | 115 |
|
|
2022
Q2 | $2.01M | Buy |
26,369
+9,592
| +57% | +$730K | 0.12% | 122 |
|
|
2022
Q1 | $1.47M | Buy |
16,777
+13,901
| +483% | +$1.21M | 0.07% | 154 |
|
|
2021
Q4 | $282K | Buy |
+2,876
| New | +$282K | 0.01% | 285 |
|
|
2020
Q1 | – | Sell |
-5,648
| Closed | -$289K | – | 410 |
|
|
2019
Q4 | $289K | Buy |
+5,648
| New | +$289K | 0.02% | 364 |
|