MainStreet Investment 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 | $3.36M | Sell |
23,886
-707
| -3% | -$99.6K | 0.47% | 57 |
|
|
2025
Q1 | $2.87M | Sell |
24,593
-762
| -3% | -$88.9K | 0.42% | 65 |
|
|
2024
Q4 | $3.19M | Sell |
25,355
-909
| -3% | -$114K | 0.45% | 63 |
|
|
2024
Q3 | $2.74M | Sell |
26,264
-9,287
| -26% | -$968K | 0.36% | 68 |
|
|
2024
Q2 | $3.46M | Sell |
35,551
-5,063
| -12% | -$492K | 0.42% | 63 |
|
|
2024
Q1 | $3.82M | Sell |
40,614
-5,276
| -11% | -$497K | 0.46% | 57 |
|
|
2023
Q4 | $4.28M | Sell |
45,890
-117
| -0.3% | -$10.9K | 0.48% | 56 |
|
|
2023
Q3 | $3.76M | Buy |
+46,007
| New | +$3.76M | 0.44% | 58 |
|
|
2023
Q2 | – | Sell |
-49,449
| Closed | -$4.34M | – | 184 |
|
|
2023
Q1 | $4.34M | Buy |
49,449
+1,001
| +2% | +$87.9K | 0.47% | 54 |
|
|
2022
Q4 | $4.12M | Sell |
48,448
-2,711
| -5% | -$230K | 0.46% | 60 |
|
|
2022
Q3 | $4.04M | Sell |
51,159
-53
| -0.1% | -$4.19K | 0.49% | 54 |
|
|
2022
Q2 | $3.9M | Sell |
51,212
-3,465
| -6% | -$264K | 0.45% | 61 |
|
|
2022
Q1 | $4.78M | Sell |
54,677
-170
| -0.3% | -$14.9K | 0.45% | 61 |
|
|
2021
Q4 | $5.38M | Sell |
54,847
-1,769
| -3% | -$174K | 0.47% | 59 |
|
|
2021
Q3 | $5.51M | Sell |
56,616
-4,223
| -7% | -$411K | 0.53% | 54 |
|
|
2021
Q2 | $5.58M | Sell |
60,839
-5,241
| -8% | -$481K | 0.48% | 58 |
|
|
2021
Q1 | $5.13M | Buy |
66,080
+63,159
| +2,162% | +$4.9M | 0.43% | 71 |
|
|
2020
Q4 | $200K | Buy |
+2,921
| New | +$200K | 0.02% | 181 |
|
|
2020
Q2 | – | Sell |
-9,208
| Closed | -$313K | – | 277 |
|
|
2020
Q1 | $313K | Buy |
+9,208
| New | +$313K | 0.04% | 203 |
|