Mirabella Financial 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 | $1.07M | Sell |
7,539
-21,465
| -74% | -$3.04M | 0.11% | 121 |
|
|
2025
Q1 | $3.39M | Buy |
29,004
+15,739
| +119% | +$1.84M | 0.14% | 107 |
|
|
2024
Q4 | $1.67M | Buy |
+13,265
| New | +$1.67M | 0.15% | 121 |
|
|
2024
Q2 | – | Sell |
-23,570
| Closed | -$2.22M | – | 599 |
|
|
2024
Q1 | $2.22M | Buy |
+23,570
| New | +$2.22M | 0.16% | 110 |
|
|
2023
Q4 | – | Sell |
-17,078
| Closed | -$1.39M | – | 533 |
|
|
2023
Q3 | $1.39M | Buy |
17,078
+14,278
| +510% | +$1.17M | 0.19% | 122 |
|
|
2023
Q2 | $239K | Sell |
2,800
-4,910
| -64% | -$419K | 0.03% | 401 |
|
|
2023
Q1 | $677K | Buy |
+7,710
| New | +$677K | 0.1% | 173 |
|
|
2022
Q4 | – | Sell |
-35,330
| Closed | -$2.82M | – | 471 |
|
|
2022
Q3 | $2.82M | Buy |
+35,330
| New | +$2.82M | 0.29% | 46 |
|
|
2021
Q4 | – | Sell |
-100,674
| Closed | -$9.8M | – | 542 |
|
|
2021
Q3 | $9.8M | Buy |
100,674
+80,771
| +406% | +$7.86M | 1.29% | 12 |
|
|
2021
Q2 | $5.32M | Sell |
19,903
-17,684
| -47% | -$4.73M | 0.95% | 19 |
|
|
2021
Q1 | $2.92M | Buy |
37,587
+11,373
| +43% | +$883K | 0.91% | 33 |
|
|
2020
Q4 | $5.24M | Sell |
26,214
-10,127
| -28% | -$2.02M | 0.65% | 62 |
|
|
2020
Q3 | $4.29M | Sell |
36,341
-51,369
| -59% | -$6.06M | 0.59% | 18 |
|
|
2020
Q2 | $8.25M | Buy |
+87,710
| New | +$8.25M | 1.99% | 10 |
|