Moneta Group Investment 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 | $1.25M | Buy |
8,842
+33
| +0.4% | +$4.65K | 0.01% | 278 |
|
|
2025
Q1 | $1.03M | Buy |
8,809
+2,041
| +30% | +$238K | 0.01% | 289 |
|
|
2024
Q4 | $851K | Sell |
6,768
-73
| -1% | -$9.18K | 0.01% | 303 |
|
|
2024
Q3 | $713K | Buy |
6,841
+869
| +15% | +$90.6K | 0.01% | 336 |
|
|
2024
Q2 | $580K | Buy |
5,972
+312
| +6% | +$30.3K | 0.01% | 355 |
|
|
2024
Q1 | $533K | Sell |
5,660
-4,318
| -43% | -$407K | 0.01% | 364 |
|
|
2023
Q4 | $930K | Sell |
9,978
-441
| -4% | -$41.1K | 0.02% | 249 |
|
|
2023
Q3 | $851K | Buy |
10,419
+12
| +0.1% | +$980 | 0.02% | 241 |
|
|
2023
Q2 | $889K | Sell |
10,407
-571
| -5% | -$48.8K | 0.02% | 239 |
|
|
2023
Q1 | $964K | Buy |
10,978
+3,236
| +42% | +$284K | 0.02% | 217 |
|
|
2022
Q4 | $753K | Sell |
7,742
-713
| -8% | -$69.4K | 0.02% | 235 |
|
|
2022
Q3 | $668K | Buy |
8,455
+41
| +0.5% | +$3.24K | 0.03% | 236 |
|
|
2022
Q2 | $640K | Buy |
8,414
+874
| +12% | +$66.5K | 0.02% | 267 |
|
|
2022
Q1 | $659K | Buy |
7,540
+1,743
| +30% | +$152K | 0.03% | 256 |
|
|
2021
Q4 | $569K | Sell |
5,797
-533
| -8% | -$52.3K | 0.02% | 279 |
|
|
2021
Q3 | $616K | Sell |
6,330
-6,310
| -50% | -$614K | 0.03% | 254 |
|
|
2021
Q2 | $1.16M | Buy |
12,640
+1,064
| +9% | +$97.6K | 0.05% | 183 |
|
|
2021
Q1 | $899K | Buy |
11,576
+1,376
| +13% | +$107K | 0.05% | 188 |
|
|
2020
Q4 | $699K | Buy |
10,200
+1,100
| +12% | +$75.4K | 0.05% | 168 |
|
|
2020
Q3 | $440K | Sell |
9,100
-175
| -2% | -$8.46K | 0.04% | 177 |
|
|
2020
Q2 | $448K | Sell |
9,275
-549
| -6% | -$26.5K | 0.04% | 175 |
|
|
2020
Q1 | $334K | Sell |
9,824
-4,691
| -32% | -$159K | 0.03% | 191 |
|
|
2019
Q4 | $742K | Sell |
14,515
-203
| -1% | -$10.4K | 0.06% | 142 |
|
|
2019
Q3 | $628K | Buy |
14,718
+3,716
| +34% | +$159K | 0.06% | 149 |
|
|
2019
Q2 | $482K | Buy |
11,002
+7
| +0.1% | +$307 | 0.05% | 159 |
|
|
2019
Q1 | $464K | Sell |
10,995
-1
| -0% | -$42 | 0.05% | 148 |
|
|
2018
Q4 | $436K | Buy |
10,996
+496
| +5% | +$19.7K | 0.05% | 148 |
|
|
2018
Q3 | $489K | Sell |
10,500
-50
| -0.5% | -$2.33K | 0.05% | 148 |
|
|
2018
Q2 | $500K | Buy |
10,550
+1,050
| +11% | +$49.8K | 0.06% | 172 |
|
|
2018
Q1 | $513K | Buy |
9,500
+483
| +5% | +$26.1K | 0.07% | 120 |
|
|
2017
Q4 | $473K | Buy |
9,017
+1,005
| +13% | +$52.7K | 0.07% | 124 |
|
|
2017
Q3 | $386K | Sell |
8,012
-3,498
| -30% | -$169K | 0.06% | 144 |
|
|
2017
Q2 | $513K | Buy |
11,510
+500
| +5% | +$22.3K | 0.08% | 120 |
|
|
2017
Q1 | $472K | Sell |
11,010
-37
| -0.3% | -$1.59K | 0.09% | 88 |
|
|
2016
Q4 | $467K | Buy |
11,047
+37
| +0.3% | +$1.56K | 0.1% | 96 |
|
|
2016
Q3 | $353K | Hold |
11,010
| – | – | 0.08% | 98 |
|
|
2016
Q2 | $286K | Hold |
11,010
| – | – | 0.06% | 131 |
|
|
2016
Q1 | $275K | Buy |
11,010
+1,500
| +16% | +$37.5K | 0.06% | 136 |
|
|
2015
Q4 | $303K | Buy |
9,510
+4,435
| +87% | +$141K | 0.07% | 109 |
|
|
2015
Q3 | $160K | Sell |
5,075
-3,935
| -44% | -$124K | 0.04% | 141 |
|
|
2015
Q2 | $349K | Hold |
9,010
| – | – | 0.11% | 95 |
|
|
2015
Q1 | $322K | Hold |
9,010
| – | – | 0.14% | 115 |
|
|
2014
Q4 | $350K | Buy |
9,010
+500
| +6% | +$19.4K | 0.17% | 102 |
|
|
2014
Q3 | $294K | Buy |
+8,510
| New | +$294K | 0.15% | 110 |
|