Lorne Steinberg 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 | $7.36M | Sell |
52,228
-190
| -0.4% | -$26.8K | 1.92% | 25 |
|
|
2025
Q1 | $6.12M | Sell |
52,418
-125
| -0.2% | -$14.6K | 1.78% | 26 |
|
|
2024
Q4 | $6.61M | Buy |
52,543
+210
| +0.4% | +$26.4K | 1.92% | 23 |
|
|
2024
Q3 | $5.46M | Sell |
52,333
-330
| -0.6% | -$34.4K | 1.58% | 32 |
|
|
2024
Q2 | $5.12M | Sell |
52,663
-210
| -0.4% | -$20.4K | 1.65% | 32 |
|
|
2024
Q1 | $4.98M | Buy |
52,873
+175
| +0.3% | +$16.5K | 1.55% | 30 |
|
|
2023
Q4 | $4.91M | Sell |
52,698
-159
| -0.3% | -$14.8K | 1.65% | 31 |
|
|
2023
Q3 | $4.32M | Sell |
52,857
-440
| -0.8% | -$35.9K | 1.66% | 29 |
|
|
2023
Q2 | $4.55M | Sell |
53,297
-340
| -0.6% | -$29K | 1.71% | 30 |
|
|
2023
Q1 | $4.71M | Sell |
53,637
-835
| -2% | -$73.3K | 1.88% | 24 |
|
|
2022
Q4 | $4.63M | Buy |
54,472
+310
| +0.6% | +$26.4K | 1.99% | 19 |
|
|
2022
Q3 | $4.28M | Sell |
54,162
-60
| -0.1% | -$4.74K | 2.08% | 20 |
|
|
2022
Q2 | $4.12M | Buy |
54,222
+955
| +2% | +$72.6K | 1.94% | 21 |
|
|
2022
Q1 | $4.66M | Sell |
53,267
-20,510
| -28% | -$1.79M | 2.15% | 21 |
|
|
2021
Q4 | $7.24M | Sell |
73,777
-1,095
| -1% | -$107K | 3.11% | 7 |
|
|
2021
Q3 | $7.29M | Sell |
74,872
-280
| -0.4% | -$27.2K | 3.53% | 4 |
|
|
2021
Q2 | $6.89M | Sell |
75,152
-960
| -1% | -$88K | 3.39% | 2 |
|
|
2021
Q1 | $5.91M | Sell |
76,112
-195
| -0.3% | -$15.1K | 3.13% | 6 |
|
|
2020
Q4 | $5.25M | Buy |
+76,307
| New | +$5.25M | 3.27% | 7 |
|