Miller Wealth Advisors’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 | $40.1K | Hold |
285
| – | – | 0.02% | 33 |
|
|
2025
Q1 | $33.3K | Hold |
285
| – | – | 0.02% | 35 |
|
|
2024
Q4 | $35.8K | Hold |
285
| – | – | 0.02% | 31 |
|
|
2024
Q3 | $34K | Hold |
285
| – | – | 0.02% | 32 |
|
|
2024
Q2 | $27.7K | Hold |
285
| – | – | 0.02% | 39 |
|
|
2024
Q1 | $26.8K | Hold |
285
| – | – | 0.02% | 42 |
|
|
2023
Q4 | $26.6K | Hold |
285
| – | – | 0.02% | 39 |
|
|
2023
Q3 | $23.3K | Hold |
285
| – | – | 0.02% | 37 |
|
|
2023
Q2 | $24.3K | Buy |
285
+73
| +34% | +$6.23K | 0.02% | 36 |
|
|
2023
Q1 | $10K | Sell |
212
-238
| -53% | -$11.2K | 0.05% | 41 |
|
|
2022
Q4 | $37K | Buy |
+450
| New | +$37K | 0.03% | 32 |
|
|
2022
Q3 | – | Sell |
-455
| Closed | -$35K | – | 106 |
|
|
2022
Q2 | $35K | Sell |
455
-55
| -11% | -$4.23K | 0.03% | 31 |
|
|
2022
Q1 | $45K | Buy |
510
+285
| +127% | +$25.1K | 0.03% | 30 |
|
|
2021
Q4 | $22K | Buy |
+225
| New | +$22K | 0.01% | 46 |
|