Mayfair Advisory Group’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 | $290K | Hold |
2,027
| – | – | 0.14% | 138 |
|
|
2025
Q1 | $236K | Sell |
2,027
-213
| -10% | -$24.9K | 0.14% | 140 |
|
|
2024
Q4 | $282K | Hold |
2,240
| – | – | 0.17% | 115 |
|
|
2024
Q3 | $242K | Hold |
2,240
| – | – | 0.15% | 129 |
|
|
2024
Q2 | $233K | Sell |
2,240
-253
| -10% | -$26.3K | 0.16% | 120 |
|
|
2024
Q1 | $235K | Buy |
2,493
+63
| +3% | +$5.93K | 0.17% | 121 |
|
|
2023
Q4 | $228K | Buy |
+2,430
| New | +$228K | 0.19% | 113 |
|
|
2023
Q3 | – | Sell |
-2,467
| Closed | -$206K | – | 128 |
|
|
2023
Q2 | $206K | Hold |
2,467
| – | – | 0.21% | 118 |
|
|
2023
Q1 | $214K | Hold |
2,467
| – | – | 0.23% | 105 |
|
|
2022
Q4 | $216K | Buy |
+2,467
| New | +$216K | 0.28% | 101 |
|
|
2022
Q3 | – | Sell |
-2,517
| Closed | -$212K | – | 120 |
|
|
2022
Q2 | $212K | Buy |
+2,517
| New | +$212K | 0.28% | 110 |
|
|
2022
Q1 | – | Sell |
-1,980
| Closed | -$201K | – | 106 |
|
|
2021
Q4 | $201K | Buy |
+1,980
| New | +$201K | 0.27% | 96 |
|