MGO One Seven’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 | $2.93M | Buy |
20,794
+1,361
| +7% | +$192K | 0.09% | 241 |
|
|
2025
Q1 | $2.27M | Sell |
19,433
-2,791
| -13% | -$326K | 0.09% | 247 |
|
|
2024
Q4 | $2.79M | Buy |
22,224
+6,093
| +38% | +$766K | 0.11% | 211 |
|
|
2024
Q3 | $1.68M | Sell |
16,131
-266
| -2% | -$27.7K | 0.07% | 271 |
|
|
2024
Q2 | $1.59M | Buy |
16,397
+999
| +6% | +$97.1K | 0.08% | 267 |
|
|
2024
Q1 | $1.45M | Sell |
15,398
-2,630
| -15% | -$248K | 0.08% | 269 |
|
|
2023
Q4 | $1.68M | Sell |
18,028
-62
| -0.3% | -$5.78K | 0.1% | 235 |
|
|
2023
Q3 | $1.48M | Sell |
18,090
-1,074
| -6% | -$87.7K | 0.11% | 202 |
|
|
2023
Q2 | $1.64M | Sell |
19,164
-5,939
| -24% | -$507K | 0.15% | 175 |
|
|
2023
Q1 | $2.2M | Buy |
25,103
+2,637
| +12% | +$232K | 0.14% | 174 |
|
|
2022
Q4 | $1.91M | Buy |
22,466
+2,254
| +11% | +$192K | 0.19% | 123 |
|
|
2022
Q3 | $1.75K | Sell |
20,212
-105
| -0.5% | -$9 | 0.07% | 163 |
|
|
2022
Q2 | $1.55M | Sell |
20,317
-1,932
| -9% | -$147K | 0.21% | 116 |
|
|
2022
Q1 | $1.95M | Sell |
22,249
-899
| -4% | -$78.6K | 0.21% | 124 |
|
|
2021
Q4 | $2.27M | Buy |
23,148
+928
| +4% | +$91.1K | 0.24% | 103 |
|
|
2021
Q3 | $2.28M | Sell |
22,220
-594
| -3% | -$61.1K | 0.29% | 90 |
|
|
2021
Q2 | $2.09M | Sell |
22,814
-3,550
| -13% | -$326K | 0.29% | 85 |
|
|
2021
Q1 | $2.05M | Sell |
26,364
-1,044
| -4% | -$81.1K | 0.35% | 65 |
|
|
2020
Q4 | $1.88M | Buy |
27,408
+3,683
| +16% | +$252K | 0.39% | 61 |
|
|
2020
Q3 | $1.15M | Sell |
23,725
-468
| -2% | -$22.6K | 0.27% | 87 |
|
|
2020
Q2 | $1.17M | Buy |
24,193
+17,544
| +264% | +$848K | 0.3% | 83 |
|
|
2020
Q1 | $226K | Sell |
6,649
-191
| -3% | -$6.49K | 0.08% | 333 |
|
|
2019
Q4 | $349K | Buy |
6,840
+141
| +2% | +$7.19K | 0.09% | 297 |
|
|
2019
Q3 | $286K | Buy |
+6,699
| New | +$286K | 0.08% | 313 |
|
|
2019
Q1 | – | Sell |
-4,029
| Closed | -$159K | – | 1168 |
|
|
2018
Q4 | $159K | Buy |
+4,029
| New | +$159K | 0.07% | 329 |
|
|
2018
Q1 | $217K | Hold |
4,029
| – | – | 0.1% | 243 |
|
|
2017
Q4 | $211K | Buy |
+4,029
| New | +$211K | 0.1% | 243 |
|