Mount Yale 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 | $985K | Buy |
6,994
+792
| +13% | +$112K | 0.08% | 206 |
|
|
2025
Q1 | $724K | Sell |
6,202
-767
| -11% | -$89.5K | 0.06% | 252 |
|
|
2024
Q4 | $876K | Sell |
6,969
-2,828
| -29% | -$356K | 0.07% | 226 |
|
|
2024
Q3 | $1.02M | Sell |
9,797
-1,025
| -9% | -$107K | 0.1% | 194 |
|
|
2024
Q2 | $1.05M | Buy |
10,822
+151
| +1% | +$14.7K | 0.08% | 199 |
|
|
2024
Q1 | $1M | Buy |
10,671
+6,244
| +141% | +$588K | 0.08% | 220 |
|
|
2023
Q4 | $413K | Sell |
4,427
-4,982
| -53% | -$465K | 0.04% | 354 |
|
|
2023
Q3 | $768K | Buy |
+9,409
| New | +$768K | 0.08% | 227 |
|
|
2022
Q1 | – | Sell |
-2,077
| Closed | -$204K | – | 486 |
|
|
2021
Q4 | $204K | Sell |
2,077
-3,202
| -61% | -$314K | 0.02% | 439 |
|
|
2021
Q3 | $514K | Buy |
5,279
+715
| +16% | +$69.6K | 0.06% | 280 |
|
|
2021
Q2 | $418K | Sell |
4,564
-2,141
| -32% | -$196K | 0.05% | 279 |
|
|
2021
Q1 | $521K | Buy |
6,705
+559
| +9% | +$43.4K | 0.07% | 262 |
|
|
2020
Q4 | $421K | Sell |
6,146
-93
| -1% | -$6.37K | 0.06% | 265 |
|
|
2020
Q3 | $302K | Buy |
+6,239
| New | +$302K | 0.04% | 277 |
|
|
2020
Q2 | – | Sell |
-6,136
| Closed | -$209K | – | 352 |
|
|
2020
Q1 | $209K | Sell |
6,136
-7,462
| -55% | -$254K | 0.05% | 266 |
|
|
2019
Q4 | $711K | Buy |
13,598
+627
| +5% | +$32.8K | 0.12% | 146 |
|
|
2019
Q3 | $636K | Buy |
12,971
+221
| +2% | +$10.8K | 0.11% | 155 |
|
|
2019
Q2 | $517K | Sell |
12,750
-456
| -3% | -$18.5K | 0.1% | 177 |
|
|
2019
Q1 | $557K | Sell |
13,206
-40
| -0.3% | -$1.69K | 0.1% | 155 |
|
|
2018
Q4 | $533K | Buy |
13,246
+1,863
| +16% | +$75K | 0.11% | 163 |
|
|
2018
Q3 | $531K | Buy |
11,383
+9,782
| +611% | +$456K | 0.09% | 165 |
|
|
2018
Q2 | $76K | Sell |
1,601
-410
| -20% | -$19.5K | 0.01% | 543 |
|
|
2018
Q1 | $109K | Buy |
+2,011
| New | +$109K | 0.02% | 427 |
|