Marcum Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $643K | Sell |
5,513
-87
| -2% | -$10.2K | 0.06% | 160 |
|
|
2024
Q4 | $704K | Buy |
5,600
+343
| +7% | +$43.1K | 0.06% | 152 |
|
|
2024
Q3 | $548K | Buy |
5,257
+505
| +11% | +$52.6K | 0.05% | 182 |
|
|
2024
Q2 | $462K | Buy |
4,752
+130
| +3% | +$12.6K | 0.05% | 210 |
|
|
2024
Q1 | $435K | Buy |
4,622
+148
| +3% | +$13.9K | 0.04% | 210 |
|
|
2023
Q4 | $417K | Sell |
4,474
-260
| -5% | -$24.2K | 0.04% | 205 |
|
|
2023
Q3 | $387K | Sell |
4,734
-60
| -1% | -$4.9K | 0.05% | 205 |
|
|
2023
Q2 | $409K | Sell |
4,794
-485
| -9% | -$41.4K | 0.05% | 206 |
|
|
2023
Q1 | $463K | Buy |
5,279
+889
| +20% | +$78.1K | 0.06% | 187 |
|
|
2022
Q4 | $373K | Sell |
4,390
-207
| -5% | -$17.6K | 0.05% | 209 |
|
|
2022
Q3 | $363K | Buy |
4,597
+406
| +10% | +$32.1K | 0.06% | 205 |
|
|
2022
Q2 | $319K | Sell |
4,191
-356
| -8% | -$27.1K | 0.05% | 224 |
|
|
2022
Q1 | $397K | Buy |
4,547
+459
| +11% | +$40.1K | 0.05% | 198 |
|
|
2021
Q4 | $401K | Sell |
4,088
-626
| -13% | -$61.4K | 0.06% | 200 |
|
|
2021
Q3 | $459K | Buy |
4,714
+109
| +2% | +$10.6K | 0.07% | 164 |
|
|
2021
Q2 | $422K | Sell |
4,605
-133
| -3% | -$12.2K | 0.07% | 171 |
|
|
2021
Q1 | $368K | Buy |
+4,738
| New | +$368K | 0.06% | 187 |
|