Main Street Financial Solutions’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 | $1.26M | Buy |
8,964
+3,661
| +69% | +$516K | 0.09% | 188 |
|
2025
Q1 | $619K | Sell |
5,303
-1,750
| -25% | -$204K | 0.05% | 273 |
|
2024
Q4 | $887K | Buy |
7,053
+3,143
| +80% | +$395K | 0.09% | 182 |
|
2024
Q3 | $408K | Sell |
3,910
-1,566
| -29% | -$163K | 0.04% | 351 |
|
2024
Q2 | $532K | Buy |
5,476
+216
| +4% | +$21K | 0.05% | 310 |
|
2024
Q1 | $495K | Buy |
5,260
+445
| +9% | +$41.9K | 0.05% | 307 |
|
2023
Q4 | $449K | Sell |
4,815
-19
| -0.4% | -$1.77K | 0.06% | 280 |
|
2023
Q3 | $395K | Buy |
4,834
+118
| +3% | +$9.64K | 0.06% | 291 |
|
2023
Q2 | $403K | Sell |
4,716
-81
| -2% | -$6.92K | 0.05% | 299 |
|
2023
Q1 | $422K | Buy |
4,797
+12
| +0.3% | +$1.06K | 0.06% | 280 |
|
2022
Q4 | $408K | Buy |
4,785
+665
| +16% | +$56.7K | 0.06% | 272 |
|
2022
Q3 | $326K | Sell |
4,120
-12
| -0.3% | -$950 | 0.05% | 308 |
|
2022
Q2 | $314K | Buy |
4,132
+3
| +0.1% | +$228 | 0.04% | 334 |
|
2022
Q1 | $361K | Sell |
4,129
-303
| -7% | -$26.5K | 0.05% | 320 |
|
2021
Q4 | $435K | Sell |
4,432
-238
| -5% | -$23.4K | 0.06% | 301 |
|
2021
Q3 | $454K | Buy |
4,670
+518
| +12% | +$50.4K | 0.07% | 276 |
|
2021
Q2 | $381K | Sell |
4,152
-99
| -2% | -$9.09K | 0.06% | 301 |
|
2021
Q1 | $330K | Buy |
4,251
+2
| +0% | +$155 | 0.06% | 303 |
|
2020
Q4 | $291K | Buy |
+4,249
| New | +$291K | 0.06% | 298 |
|