Merit Financial 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 | $9.96M | Buy |
70,702
+44,509
| +170% | +$6.27M | 0.11% | 147 |
|
|
2025
Q1 | $3.06M | Buy |
26,193
+12,035
| +85% | +$1.4M | 0.05% | 317 |
|
|
2024
Q4 | $1.78M | Buy |
14,158
+6,204
| +78% | +$780K | 0.03% | 376 |
|
|
2024
Q3 | $829K | Sell |
7,954
-3,635
| -31% | -$379K | 0.02% | 459 |
|
|
2024
Q2 | $1.13M | Sell |
11,589
-4,409
| -28% | -$429K | 0.02% | 378 |
|
|
2024
Q1 | $1.5M | Buy |
15,998
+7,071
| +79% | +$662K | 0.04% | 317 |
|
|
2023
Q4 | $832K | Sell |
8,927
-13,537
| -60% | -$1.26M | 0.03% | 359 |
|
|
2023
Q3 | $1.83M | Buy |
22,464
+1,729
| +8% | +$141K | 0.06% | 232 |
|
|
2023
Q2 | $1.77M | Buy |
20,735
+1,318
| +7% | +$113K | 0.06% | 241 |
|
|
2023
Q1 | $1.7M | Buy |
19,417
+2,439
| +14% | +$214K | 0.06% | 217 |
|
|
2022
Q4 | $1.44M | Buy |
16,978
+20
| +0.1% | +$1.7K | 0.05% | 237 |
|
|
2022
Q3 | $1.34M | Sell |
16,958
-3,480
| -17% | -$275K | 0.06% | 207 |
|
|
2022
Q2 | $1.56M | Buy |
20,438
+17,759
| +663% | +$1.35M | 0.05% | 189 |
|
|
2022
Q1 | $234K | Buy |
+2,679
| New | +$234K | 0.01% | 338 |
|