McKinley Carter Wealth Services’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 | $2.97M | Buy |
21,056
+2,623
| +14% | +$369K | 0.16% | 96 |
|
|
2025
Q1 | $2.15M | Sell |
18,433
-145
| -0.8% | -$16.9K | 0.13% | 107 |
|
|
2024
Q4 | $2.34M | Sell |
18,578
-306
| -2% | -$38.5K | 0.14% | 101 |
|
|
2024
Q3 | $1.97M | Buy |
18,884
+304
| +2% | +$31.7K | 0.12% | 115 |
|
|
2024
Q2 | $1.81M | Buy |
18,580
+1,368
| +8% | +$133K | 0.12% | 116 |
|
|
2024
Q1 | $1.62M | Buy |
17,212
+1,047
| +6% | +$98.6K | 0.11% | 128 |
|
|
2023
Q4 | $1.51M | Buy |
16,165
+920
| +6% | +$85.8K | 0.11% | 121 |
|
|
2023
Q3 | $1.25M | Buy |
+15,245
| New | +$1.25M | 0.1% | 133 |
|
|
2018
Q2 | – | Sell |
-671
| Closed | -$36K | – | 299 |
|
|
2018
Q1 | $36K | Buy |
+671
| New | +$36K | 0.01% | 291 |
|