Maryland Capital 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 | $42.3K | Hold |
300
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $35K | Hold |
300
| – | – | 0.02% | 140 |
|
|
2024
Q4 | $37.7K | Hold |
300
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $31.3K | Hold |
300
| – | – | 0.02% | 145 |
|
|
2024
Q2 | $29.2K | Hold |
300
| – | – | 0.02% | 141 |
|
|
2024
Q1 | $28.2K | Hold |
300
| – | – | 0.02% | 136 |
|
|
2023
Q4 | $28K | Hold |
300
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $24.5K | Hold |
300
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $25.6K | Hold |
300
| – | – | 0.02% | 131 |
|
|
2023
Q1 | $26.3K | Hold |
300
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $25.5K | Hold |
300
| – | – | 0.02% | 125 |
|
|
2022
Q3 | $24K | Hold |
300
| – | – | 0.03% | 116 |
|
|
2022
Q2 | $23K | Hold |
300
| – | – | 0.02% | 121 |
|
|
2022
Q1 | $26K | Hold |
300
| – | – | 0.02% | 121 |
|
|
2021
Q4 | $29K | Buy |
+300
| New | +$29K | 0.02% | 116 |
|