Meeder Advisory 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 | $3.8M | Buy |
27,001
+1,743
| +7% | +$246K | 0.2% | 78 |
|
|
2025
Q1 | $2.95M | Buy |
25,258
+1,402
| +6% | +$164K | 0.18% | 97 |
|
|
2024
Q4 | $3M | Buy |
23,856
+274
| +1% | +$34.4K | 0.19% | 87 |
|
|
2024
Q3 | $2.46M | Sell |
23,582
-1,957
| -8% | -$204K | 0.16% | 107 |
|
|
2024
Q2 | $2.48M | Buy |
25,539
+7,153
| +39% | +$695K | 0.18% | 98 |
|
|
2024
Q1 | $1.73M | Buy |
18,386
+394
| +2% | +$37.1K | 0.18% | 96 |
|
|
2023
Q4 | $1.68M | Sell |
17,992
-3,091
| -15% | -$288K | 0.19% | 91 |
|
|
2023
Q3 | $1.72M | Sell |
21,083
-3,012
| -13% | -$246K | 0.22% | 73 |
|
|
2023
Q2 | $2.06M | Sell |
24,095
-1,337
| -5% | -$114K | 0.22% | 75 |
|
|
2023
Q1 | $2.23M | Buy |
25,432
+634
| +3% | +$55.7K | 0.26% | 67 |
|
|
2022
Q4 | $2.11M | Buy |
+24,798
| New | +$2.11M | 0.27% | 68 |
|