Moisand Fitzgerald Tamayo’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 | $53.1K | Hold |
377
| – | – | 0.01% | 191 |
|
|
2025
Q1 | $44K | Hold |
377
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $47.4K | Buy |
377
+8
| +2% | +$1.01K | 0.01% | 194 |
|
|
2024
Q3 | $38.5K | Sell |
369
-50
| -12% | -$5.21K | 0.01% | 218 |
|
|
2024
Q2 | $40.7K | Hold |
419
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $39.5K | Sell |
419
-50
| -11% | -$4.71K | 0.01% | 198 |
|
|
2023
Q4 | $43.7K | Hold |
469
| – | – | 0.01% | 187 |
|
|
2023
Q3 | $38.3K | Sell |
469
-15
| -3% | -$1.23K | 0.01% | 201 |
|
|
2023
Q2 | $41.3K | Hold |
484
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $42.5K | Hold |
484
| – | – | 0.01% | 196 |
|
|
2022
Q4 | $41.2K | Buy |
484
+169
| +54% | +$14.4K | 0.01% | 188 |
|
|
2022
Q3 | $25K | Buy |
315
+160
| +103% | +$12.7K | 0.01% | 209 |
|
|
2022
Q2 | $12K | Buy |
+155
| New | +$12K | ﹤0.01% | 263 |
|
|
2022
Q1 | – | Sell |
-155
| Closed | -$15K | – | 596 |
|
|
2021
Q4 | $15K | Hold |
155
| – | – | ﹤0.01% | 230 |
|
|
2021
Q3 | $15K | Hold |
155
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $14K | Buy |
155
+40
| +35% | +$3.61K | 0.01% | 233 |
|
|
2021
Q1 | $9K | Buy |
115
+15
| +15% | +$1.17K | ﹤0.01% | 221 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 241 |
|
|
2020
Q3 | $5K | Sell |
100
-83
| -45% | -$4.15K | ﹤0.01% | 244 |
|
|
2020
Q2 | $9K | Buy |
183
+83
| +83% | +$4.08K | 0.01% | 188 |
|
|
2020
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 219 |
|
|
2019
Q3 | – | Sell |
-78
| Closed | -$3K | – | 285 |
|
|
2019
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 240 |
|
|
2019
Q1 | $3K | Hold |
78
| – | – | ﹤0.01% | 243 |
|
|
2018
Q4 | $3K | Hold |
78
| – | – | ﹤0.01% | 239 |
|
|
2018
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 252 |
|
|
2018
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 234 |
|
|
2018
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 264 |
|
|
2017
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 226 |
|
|
2017
Q3 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 244 |
|