LVW 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 | $858K | Sell |
6,093
-2,891
| -32% | -$407K | 0.09% | 124 |
|
|
2025
Q1 | $1.05M | Sell |
8,984
-1,976
| -18% | -$231K | 0.13% | 100 |
|
|
2024
Q4 | $1.38M | Sell |
10,960
-1,694
| -13% | -$213K | 0.17% | 85 |
|
|
2024
Q3 | $1.32M | Sell |
12,654
-2,361
| -16% | -$246K | 0.17% | 92 |
|
|
2024
Q2 | $1.46M | Buy |
15,015
+3,515
| +31% | +$342K | 0.21% | 72 |
|
|
2024
Q1 | $1.08M | Buy |
11,500
+1,777
| +18% | +$167K | 0.18% | 84 |
|
|
2023
Q4 | $907K | Buy |
9,723
+2,422
| +33% | +$226K | 0.17% | 92 |
|
|
2023
Q3 | $596K | Buy |
+7,301
| New | +$596K | 0.12% | 107 |
|