Lyell 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 | $15.3M | Buy |
108,280
+4,909
| +5% | +$691K | 1.2% | 27 |
|
|
2025
Q1 | $12.1M | Buy |
103,371
+7,071
| +7% | +$825K | 1.13% | 30 |
|
|
2024
Q4 | $12.1M | Buy |
96,300
+1,159
| +1% | +$146K | 1.09% | 28 |
|
|
2024
Q3 | $9.92M | Buy |
95,141
+3,617
| +4% | +$377K | 0.9% | 38 |
|
|
2024
Q2 | $8.9M | Buy |
91,524
+7,270
| +9% | +$707K | 0.85% | 40 |
|
|
2024
Q1 | $7.93M | Buy |
84,254
+5,140
| +6% | +$484K | 0.81% | 43 |
|
|
2023
Q4 | $7.38M | Buy |
79,114
+5,772
| +8% | +$538K | 0.84% | 43 |
|
|
2023
Q3 | $5.99M | Sell |
73,342
-1,192
| -2% | -$97.4K | 0.81% | 45 |
|
|
2023
Q2 | $6.37M | Buy |
74,534
+4,411
| +6% | +$377K | 0.81% | 46 |
|
|
2023
Q1 | $6.16M | Buy |
70,123
+4,639
| +7% | +$407K | 0.86% | 45 |
|
|
2022
Q4 | $5.57M | Sell |
65,484
-714
| -1% | -$60.7K | 0.88% | 45 |
|
|
2022
Q3 | $5.23M | Buy |
66,198
+1,790
| +3% | +$141K | 0.89% | 41 |
|
|
2022
Q2 | $4.9M | Sell |
64,408
-495
| -0.8% | -$37.7K | 0.8% | 45 |
|
|
2022
Q1 | $5.67M | Buy |
64,903
+38,959
| +150% | +$3.41M | 0.73% | 47 |
|
|
2021
Q4 | $2.55M | Buy |
25,944
+14,790
| +133% | +$1.45M | 0.29% | 79 |
|
|
2021
Q3 | $1.09M | Hold |
11,154
| – | – | 0.13% | 98 |
|
|
2021
Q2 | $1.02M | Buy |
11,154
+240
| +2% | +$22K | 0.13% | 102 |
|
|
2021
Q1 | $848K | Buy |
10,914
+2,558
| +31% | +$199K | 0.12% | 102 |
|
|
2020
Q4 | $573K | Buy |
+8,356
| New | +$573K | 0.09% | 103 |
|
|
2020
Q1 | – | Sell |
-4,299
| Closed | -$220K | – | 130 |
|
|
2019
Q4 | $220K | Buy |
+4,299
| New | +$220K | 0.06% | 124 |
|
|
2019
Q2 | – | Sell |
-6,775
| Closed | -$286K | – | 126 |
|
|
2019
Q1 | $286K | Sell |
6,775
-325
| -5% | -$13.7K | 0.1% | 104 |
|
|
2018
Q4 | $282K | Hold |
7,100
| – | – | 0.12% | 97 |
|
|
2018
Q3 | $331K | Sell |
7,100
-150
| -2% | -$6.99K | 0.11% | 96 |
|
|
2018
Q2 | $344K | Sell |
7,250
-690
| -9% | -$32.7K | 0.13% | 92 |
|
|
2018
Q1 | $428K | Sell |
7,940
-600
| -7% | -$32.3K | 0.16% | 85 |
|
|
2017
Q4 | $448K | Sell |
8,540
-208
| -2% | -$10.9K | 0.18% | 86 |
|
|
2017
Q3 | $421K | Sell |
8,748
-1,225
| -12% | -$59K | 0.18% | 83 |
|
|
2017
Q2 | $444K | Sell |
9,973
-192
| -2% | -$8.55K | 0.22% | 78 |
|
|
2017
Q1 | $435K | Sell |
10,165
-880
| -8% | -$37.7K | 0.24% | 77 |
|
|
2016
Q4 | $467K | Buy |
+11,045
| New | +$467K | 0.29% | 74 |
|