Maltin 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 | $244K | Sell |
1,731
-3
| -0.2% | -$423 | 0.11% | 113 |
|
|
2025
Q1 | $202K | Sell |
1,734
-51
| -3% | -$5.95K | 0.1% | 125 |
|
|
2024
Q4 | $224K | Buy |
+1,785
| New | +$224K | 0.11% | 123 |
|
|
2024
Q2 | – | Sell |
-2,262
| Closed | -$213K | – | 124 |
|
|
2024
Q1 | $213K | Sell |
2,262
-5,163
| -70% | -$486K | 0.12% | 117 |
|
|
2023
Q4 | $692K | Sell |
7,425
-954
| -11% | -$89K | 0.44% | 62 |
|
|
2023
Q3 | $684K | Buy |
8,379
+117
| +1% | +$9.56K | 0.48% | 64 |
|
|
2023
Q2 | $706K | Buy |
8,262
+562
| +7% | +$48K | 0.5% | 59 |
|
|
2023
Q1 | $676K | Buy |
7,700
+34
| +0.4% | +$2.99K | 0.49% | 61 |
|
|
2022
Q4 | $652K | Sell |
7,666
-154
| -2% | -$13.1K | 0.47% | 60 |
|
|
2022
Q3 | $618K | Sell |
7,820
-148
| -2% | -$11.7K | 0.49% | 67 |
|
|
2022
Q2 | $606K | Sell |
7,968
-2,137
| -21% | -$163K | 0.44% | 72 |
|
|
2022
Q1 | $883K | Buy |
10,105
+531
| +6% | +$46.4K | 0.58% | 55 |
|
|
2021
Q4 | $940K | Buy |
9,574
+4,065
| +74% | +$399K | 0.57% | 54 |
|
|
2021
Q3 | $536K | Buy |
5,509
+31
| +0.6% | +$3.02K | 0.33% | 66 |
|
|
2021
Q2 | $502K | Sell |
5,478
-281
| -5% | -$25.8K | 0.31% | 70 |
|
|
2021
Q1 | $447K | Buy |
5,759
+1,326
| +30% | +$103K | 0.29% | 67 |
|
|
2020
Q4 | $304K | Buy |
+4,433
| New | +$304K | 0.21% | 75 |
|