Mark Sheptoff Financial Planning’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 | $19.6K | Buy |
139
+43
| +45% | +$6.06K | 0.01% | 271 |
|
|
2025
Q1 | $11.2K | Sell |
96
-400
| -81% | -$46.7K | 0.01% | 308 |
|
|
2024
Q4 | $62.4K | Hold |
496
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $51.7K | Hold |
496
| – | – | 0.03% | 169 |
|
|
2024
Q2 | $48.2K | Buy |
496
+96
| +24% | +$9.33K | 0.03% | 179 |
|
|
2024
Q1 | $37.7K | Hold |
400
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $37.3K | Hold |
400
| – | – | 0.02% | 183 |
|
|
2023
Q3 | $32.7K | Hold |
400
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $34.2K | Hold |
400
| – | – | 0.02% | 188 |
|
|
2023
Q1 | $35.1K | Hold |
400
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $34K | Hold |
400
| – | – | 0.02% | 172 |
|
|
2022
Q3 | $32K | Sell |
400
-13
| -3% | -$1.04K | 0.02% | 172 |
|
|
2022
Q2 | $31K | Hold |
413
| – | – | 0.02% | 184 |
|
|
2022
Q1 | $36K | Buy |
413
+1
| +0.2% | +$87 | 0.02% | 196 |
|
|
2021
Q4 | $40K | Buy |
412
+12
| +3% | +$1.17K | 0.02% | 195 |
|
|
2021
Q3 | $39K | Hold |
400
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $37K | Buy |
400
+200
| +100% | +$18.5K | 0.02% | 216 |
|
|
2021
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 252 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$10K | – | 370 |
|
|
2019
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 281 |
|
|
2016
Q4 | – | Sell |
-311
| Closed | -$10K | – | 368 |
|
|
2016
Q3 | $10K | Buy |
311
+2
| +0.6% | +$64 | 0.01% | 261 |
|
|
2016
Q2 | $8K | Buy |
309
+2
| +0.7% | +$52 | 0.01% | 258 |
|
|
2016
Q1 | $8K | Sell |
307
-4,498
| -94% | -$117K | 0.01% | 258 |
|
|
2015
Q4 | $153K | Sell |
4,805
-5,551
| -54% | -$177K | 0.12% | 105 |
|
|
2015
Q3 | $326K | Sell |
10,356
-298
| -3% | -$9.38K | 0.29% | 74 |
|
|
2015
Q2 | $413K | Buy |
10,654
+2
| +0% | +$78 | 0.33% | 70 |
|
|
2015
Q1 | $380K | Sell |
10,652
-200
| -2% | -$7.14K | 0.32% | 71 |
|
|
2014
Q4 | $421K | Buy |
10,852
+5,352
| +97% | +$208K | 0.37% | 65 |
|
|
2014
Q3 | $190K | Buy |
5,500
+75
| +1% | +$2.59K | 0.17% | 105 |
|
|
2014
Q2 | $175K | Sell |
5,425
-200
| -4% | -$6.45K | 0.15% | 106 |
|
|
2014
Q1 | $175K | Buy |
+5,625
| New | +$175K | 0.15% | 104 |
|