Morgan Stanley’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.4M Buy
2,571,250
+1,163,037
+83% +$32.3M ﹤0.01% 1599
2025
Q1
$36.5M Buy
1,408,213
+4,068
+0.3% +$105K ﹤0.01% 2109
2024
Q4
$37.4M Sell
1,404,145
-172,256
-11% -$4.59M ﹤0.01% 2106
2024
Q3
$52.2M Buy
1,576,401
+597,845
+61% +$19.8M ﹤0.01% 1787
2024
Q2
$18.3M Sell
978,556
-275,319
-22% -$5.15M ﹤0.01% 2762
2024
Q1
$26.7M Sell
1,253,875
-511,395
-29% -$10.9M ﹤0.01% 2381
2023
Q4
$36.5M Buy
1,765,270
+638,043
+57% +$13.2M ﹤0.01% 2782
2023
Q3
$21.5M Sell
1,127,227
-167,877
-13% -$3.2M ﹤0.01% 2381
2023
Q2
$30M Buy
1,295,104
+210,839
+19% +$4.89M ﹤0.01% 2068
2023
Q1
$28.4M Sell
1,084,265
-254,567
-19% -$6.66M ﹤0.01% 2062
2022
Q4
$36.7M Buy
1,338,832
+89,320
+7% +$2.45M ﹤0.01% 1765
2022
Q3
$28.6M Buy
1,249,512
+44,463
+4% +$1.02M ﹤0.01% 1820
2022
Q2
$24.1M Buy
1,205,049
+51,798
+4% +$1.04M ﹤0.01% 2074
2022
Q1
$31M Buy
1,153,251
+16,432
+1% +$442K ﹤0.01% 1673
2021
Q4
$35.7M Buy
1,136,819
+21,251
+2% +$667K ﹤0.01% 1610
2021
Q3
$45.8M Buy
1,115,568
+208,953
+23% +$8.58M 0.01% 1361
2021
Q2
$36.3M Buy
+906,615
New +$36.3M ﹤0.01% 1574