Morgan Stanley’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
6,409
+1,855
| +41% | +$36.7K | ﹤0.01% | 6043 |
|
|
2025
Q1 | $45K | Sell |
4,554
-1,771
| -28% | -$17.5K | ﹤0.01% | 6308 |
|
|
2024
Q4 | $71.8K | Sell |
6,325
-583
| -8% | -$6.62K | ﹤0.01% | 6180 |
|
|
2024
Q3 | $92.3K | Buy |
6,908
+2,588
| +60% | +$34.6K | ﹤0.01% | 6038 |
|
|
2024
Q2 | $100K | Sell |
4,320
-3,504
| -45% | -$81.3K | ﹤0.01% | 5965 |
|
|
2024
Q1 | $271K | Sell |
7,824
-10,290
| -57% | -$356K | ﹤0.01% | 5605 |
|
|
2023
Q4 | $989K | Buy |
18,114
+10,210
| +129% | +$557K | ﹤0.01% | 5298 |
|
|
2023
Q3 | $253K | Buy |
7,904
+1,203
| +18% | +$38.5K | ﹤0.01% | 5475 |
|
|
2023
Q2 | $268K | Buy |
6,701
+538
| +9% | +$21.5K | ﹤0.01% | 5512 |
|
|
2023
Q1 | $228K | Sell |
6,163
-1,829
| -23% | -$67.7K | ﹤0.01% | 5656 |
|
|
2022
Q4 | $269K | Sell |
7,992
-393
| -5% | -$13.2K | ﹤0.01% | 5550 |
|
|
2022
Q3 | $381K | Buy |
8,385
+4,003
| +91% | +$182K | ﹤0.01% | 5406 |
|
|
2022
Q2 | $316K | Buy |
4,382
+2,515
| +135% | +$181K | ﹤0.01% | 5655 |
|
|
2022
Q1 | $176K | Buy |
1,867
+16
| +0.9% | +$1.51K | ﹤0.01% | 5990 |
|
|
2021
Q4 | $279K | Buy |
1,851
+296
| +19% | +$44.6K | ﹤0.01% | 5882 |
|
|
2021
Q3 | $257K | Buy |
1,555
+1,480
| +1,973% | +$245K | ﹤0.01% | 5867 |
|
|
2021
Q2 | $15K | Sell |
75
-5
| -6% | -$1K | ﹤0.01% | 7104 |
|
|
2021
Q1 | $16K | Buy |
+80
| New | +$16K | ﹤0.01% | 6800 |
|