Meridian Wealth Management’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 | $3.53M | Buy |
25,064
+1,195
| +5% | +$168K | 0.15% | 146 |
|
|
2025
Q1 | $2.78M | Buy |
23,869
+6,092
| +34% | +$711K | 0.13% | 157 |
|
|
2024
Q4 | $2.23M | Buy |
17,777
+4,619
| +35% | +$581K | 0.11% | 177 |
|
|
2024
Q3 | $1.37M | Buy |
+13,158
| New | +$1.37M | 0.07% | 225 |
|
|
2024
Q2 | – | Sell |
-13,201
| Closed | -$1.24M | – | 452 |
|
|
2024
Q1 | $1.24M | Sell |
13,201
-441
| -3% | -$41.5K | 0.21% | 81 |
|
|
2023
Q4 | $1.27M | Sell |
13,642
-12,128
| -47% | -$1.13M | 0.08% | 226 |
|
|
2023
Q3 | $2.1M | Buy |
25,770
+11,533
| +81% | +$942K | 0.13% | 149 |
|
|
2023
Q2 | $1.22M | Buy |
14,237
+30
| +0.2% | +$2.56K | 0.1% | 168 |
|
|
2023
Q1 | $1.25M | Sell |
14,207
-1,909
| -12% | -$168K | 0.11% | 172 |
|
|
2022
Q4 | $1.37M | Buy |
16,116
+162
| +1% | +$13.8K | 0.13% | 150 |
|
|
2022
Q3 | $1.26M | Sell |
15,954
-525
| -3% | -$41.5K | 0.14% | 157 |
|
|
2022
Q2 | $1.25M | Buy |
16,479
+966
| +6% | +$73.5K | 0.1% | 212 |
|
|
2022
Q1 | $1.36M | Sell |
15,513
-239
| -2% | -$20.9K | 0.15% | 126 |
|
|
2021
Q4 | $1.55M | Buy |
15,752
+775
| +5% | +$76.1K | 0.17% | 117 |
|
|
2021
Q3 | $1.46M | Sell |
14,977
-165
| -1% | -$16.1K | 0.18% | 113 |
|
|
2021
Q2 | $1.39M | Hold |
15,142
| – | – | 0.18% | 113 |
|
|
2021
Q1 | $1.18M | Buy |
15,142
+200
| +1% | +$15.5K | 0.17% | 119 |
|
|
2020
Q4 | $1.02M | Buy |
14,942
+3,492
| +30% | +$239K | 0.16% | 115 |
|
|
2020
Q3 | $553K | Sell |
11,450
-800
| -7% | -$38.6K | 0.14% | 132 |
|
|
2020
Q2 | $591K | Hold |
12,250
| – | – | 0.2% | 112 |
|
|
2020
Q1 | $416K | Buy |
12,250
+900
| +8% | +$30.6K | 0.18% | 124 |
|
|
2019
Q4 | $580K | Hold |
11,350
| – | – | 0.28% | 69 |
|
|
2019
Q3 | $484K | Hold |
11,350
| – | – | 0.23% | 86 |
|
|
2019
Q2 | $4.97K | Sell |
11,350
-30,329
| -73% | -$13.3K | 0.2% | 83 |
|
|
2019
Q1 | $1.76M | Buy |
41,679
+217
| +0.5% | +$9.16K | 0.8% | 20 |
|
|
2018
Q4 | $1.64M | Sell |
41,462
-13,620
| -25% | -$540K | 0.97% | 21 |
|
|
2018
Q3 | $2.57M | Buy |
55,082
+252
| +0.5% | +$11.7K | 1.1% | 23 |
|
|
2018
Q2 | $2.6M | Buy |
54,830
+86
| +0.2% | +$4.08K | 1.22% | 22 |
|
|
2018
Q1 | $2.95M | Buy |
54,744
+97
| +0.2% | +$5.23K | 1.47% | 19 |
|
|
2017
Q4 | $2.63M | Hold |
54,647
| – | – | 1.62% | 14 |
|
|
2017
Q3 | $2.63M | Sell |
54,647
-15
| -0% | -$723 | 1.67% | 13 |
|
|
2017
Q2 | $2.44M | Sell |
54,662
-16,000
| -23% | -$713K | 1.54% | 15 |
|
|
2017
Q1 | $3.03M | Hold |
70,662
| – | – | 1.81% | 15 |
|
|
2016
Q4 | $2.99M | Buy |
+70,662
| New | +$2.99M | 2.37% | 12 |
|