MIG
McGuire Investment Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
81,216
+1,096
| +1% | +$154K | 1.46% | 27 |
|
|
2025
Q1 | $9.35M | Buy |
80,120
+103
| +0.1% | +$12K | 1.39% | 29 |
|
|
2024
Q4 | $10.1M | Sell |
80,017
-155
| -0.2% | -$19.5K | 1.45% | 28 |
|
|
2024
Q3 | $8.36M | Sell |
80,172
-1,523
| -2% | -$159K | 1.18% | 33 |
|
|
2024
Q2 | $7.94M | Buy |
81,695
+35
| +0% | +$3.4K | 1.14% | 32 |
|
|
2024
Q1 | $7.69M | Buy |
81,660
+1,304
| +2% | +$123K | 1.12% | 35 |
|
|
2023
Q4 | $7.49M | Sell |
80,356
-1,613
| -2% | -$150K | 1.25% | 31 |
|
|
2023
Q3 | $6.69M | Buy |
81,969
+2,055
| +3% | +$168K | 1.29% | 31 |
|
|
2023
Q2 | $6.82M | Sell |
79,914
-1,913
| -2% | -$163K | 1.27% | 32 |
|
|
2023
Q1 | $7.18M | Sell |
81,827
-2,044
| -2% | -$179K | 1.43% | 28 |
|
|
2022
Q4 | $7.13M | Buy |
83,871
+260
| +0.3% | +$22.1K | 1.54% | 28 |
|
|
2022
Q3 | $6.61M | Sell |
83,611
-532
| -0.6% | -$42K | 1.5% | 28 |
|
|
2022
Q2 | $6.4M | Sell |
84,143
-286
| -0.3% | -$21.8K | 1.38% | 31 |
|
|
2022
Q1 | $7.38M | Buy |
84,429
+409
| +0.5% | +$35.7K | 1.35% | 35 |
|
|
2021
Q4 | $8.25M | Sell |
84,020
-2,435
| -3% | -$239K | 1.36% | 31 |
|
|
2021
Q3 | $8.41M | Buy |
86,455
+446
| +0.5% | +$43.4K | 1.58% | 28 |
|
|
2021
Q2 | $7.89M | Sell |
86,009
-1,679
| -2% | -$154K | 1.5% | 27 |
|
|
2021
Q1 | $6.81M | Buy |
87,688
+1,654
| +2% | +$128K | 1.44% | 28 |
|
|
2020
Q4 | $5.9M | Buy |
86,034
+596
| +0.7% | +$40.8K | 1.46% | 26 |
|
|
2020
Q3 | $4.13M | Buy |
85,438
+124
| +0.1% | +$6K | 1.23% | 33 |
|
|
2020
Q2 | $4.12M | Sell |
85,314
-1,065
| -1% | -$51.4K | 1.43% | 27 |
|
|
2020
Q1 | $2.94M | Sell |
86,379
-226
| -0.3% | -$7.68K | 1.22% | 33 |
|
|
2019
Q4 | $4.43M | Buy |
86,605
+287
| +0.3% | +$14.7K | 1.31% | 29 |
|
|
2019
Q3 | $3.68M | Sell |
86,318
-17,418
| -17% | -$743K | 1.21% | 34 |
|
|
2019
Q2 | $4.55M | Buy |
103,736
+1,527
| +1% | +$66.9K | 1.44% | 27 |
|
|
2019
Q1 | $4.31M | Buy |
102,209
+1,877
| +2% | +$79.2K | 1.41% | 28 |
|
|
2018
Q4 | $3.98M | Sell |
100,332
-133
| -0.1% | -$5.27K | 1.5% | 25 |
|
|
2018
Q3 | $4.68M | Buy |
+100,465
| New | +$4.68M | 1.55% | 26 |
|