Monetary Management Group’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 | $141K | Hold |
1,000
| – | – | 0.03% | 215 |
|
|
2025
Q1 | $117K | Hold |
1,000
| – | – | 0.03% | 223 |
|
|
2024
Q4 | $126K | Hold |
1,000
| – | – | 0.03% | 223 |
|
|
2024
Q3 | $104K | Hold |
1,000
| – | – | 0.03% | 228 |
|
|
2024
Q2 | $97.2K | Hold |
1,000
| – | – | 0.03% | 230 |
|
|
2024
Q1 | $94.2K | Sell |
1,000
-500
| -33% | -$47.1K | 0.03% | 231 |
|
|
2023
Q4 | $140K | Hold |
1,500
| – | – | 0.04% | 205 |
|
|
2023
Q3 | $123K | Hold |
1,500
| – | – | 0.04% | 210 |
|
|
2023
Q2 | $128K | Hold |
1,500
| – | – | 0.04% | 209 |
|
|
2023
Q1 | $132K | Hold |
1,500
| – | – | 0.04% | 209 |
|
|
2022
Q4 | $128K | Hold |
1,500
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $119K | Hold |
1,500
| – | – | 0.04% | 206 |
|
|
2022
Q2 | $114K | Hold |
1,500
| – | – | 0.04% | 205 |
|
|
2022
Q1 | $131K | Buy |
+1,500
| New | +$131K | 0.03% | 206 |
|
|
2019
Q1 | – | Sell |
-1,250
| Closed | -$50K | – | 301 |
|
|
2018
Q4 | $50K | Hold |
1,250
| – | – | 0.02% | 220 |
|
|
2018
Q3 | $58K | Hold |
1,250
| – | – | 0.02% | 231 |
|
|
2018
Q2 | $59K | Hold |
1,250
| – | – | 0.02% | 234 |
|
|
2018
Q1 | $67K | Sell |
1,250
-250
| -17% | -$13.4K | 0.03% | 221 |
|
|
2017
Q4 | $79K | Sell |
1,500
-250
| -14% | -$13.2K | 0.03% | 211 |
|
|
2017
Q3 | $84K | Hold |
1,750
| – | – | 0.04% | 200 |
|
|
2017
Q2 | $78K | Hold |
1,750
| – | – | 0.03% | 206 |
|
|
2017
Q1 | $75K | Hold |
1,750
| – | – | 0.03% | 204 |
|
|
2016
Q4 | $74K | Hold |
1,750
| – | – | 0.03% | 201 |
|
|
2016
Q3 | $56K | Hold |
1,750
| – | – | 0.03% | 213 |
|
|
2016
Q2 | $45K | Sell |
1,750
-750
| -30% | -$19.3K | 0.02% | 228 |
|
|
2016
Q1 | $63K | Hold |
2,500
| – | – | 0.03% | 198 |
|
|
2015
Q4 | $80K | Buy |
+2,500
| New | +$80K | 0.04% | 187 |
|