Mission 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 | $1.19M | Buy |
8,457
+364
| +4% | +$51.3K | 0.03% | 286 |
|
|
2025
Q1 | $944K | Buy |
8,093
+1,086
| +15% | +$127K | 0.02% | 301 |
|
|
2024
Q4 | $881K | Sell |
7,007
-1,024
| -13% | -$129K | 0.02% | 301 |
|
|
2024
Q3 | $837K | Sell |
8,031
-470
| -6% | -$49K | 0.02% | 310 |
|
|
2024
Q2 | $826K | Buy |
8,501
+1,116
| +15% | +$108K | 0.02% | 298 |
|
|
2024
Q1 | $695K | Buy |
7,385
+364
| +5% | +$34.3K | 0.02% | 347 |
|
|
2023
Q4 | $655K | Sell |
7,021
-132
| -2% | -$12.3K | 0.02% | 306 |
|
|
2023
Q3 | $584K | Buy |
7,153
+293
| +4% | +$23.9K | 0.02% | 300 |
|
|
2023
Q2 | $586K | Buy |
6,860
+902
| +15% | +$77K | 0.02% | 302 |
|
|
2023
Q1 | $523K | Sell |
5,958
-426
| -7% | -$37.4K | 0.02% | 312 |
|
|
2022
Q4 | $543K | Buy |
6,384
+1,827
| +40% | +$155K | 0.03% | 290 |
|
|
2022
Q3 | $360K | Buy |
4,557
+1,284
| +39% | +$101K | 0.02% | 339 |
|
|
2022
Q2 | $249K | Buy |
3,273
+966
| +42% | +$73.5K | 0.01% | 424 |
|
|
2022
Q1 | $202K | Buy |
2,307
+15
| +0.7% | +$1.31K | 0.01% | 471 |
|
|
2021
Q4 | $225K | Buy |
+2,292
| New | +$225K | 0.01% | 468 |
|
|
2021
Q3 | – | Sell |
-2,233
| Closed | -$205K | – | 494 |
|
|
2021
Q2 | $205K | Buy |
+2,233
| New | +$205K | 0.01% | 458 |
|