Mutual 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 | $1.78M | Buy |
12,460
+1,132
| +10% | +$162K | 0.04% | 349 |
|
|
2025
Q1 | $1.31M | Buy |
11,328
+515
| +5% | +$59.7K | 0.04% | 376 |
|
|
2024
Q4 | $1.47M | Sell |
10,813
-3,575
| -25% | -$486K | 0.04% | 363 |
|
|
2024
Q3 | $1.71M | Sell |
14,388
-1,675
| -10% | -$200K | 0.05% | 312 |
|
|
2024
Q2 | $1.65M | Buy |
16,063
+3,240
| +25% | +$332K | 0.05% | 321 |
|
|
2024
Q1 | $1.21M | Sell |
12,823
-17,473
| -58% | -$1.65M | 0.04% | 425 |
|
|
2023
Q4 | $2.83M | Buy |
30,296
+6,196
| +26% | +$578K | 0.1% | 205 |
|
|
2023
Q3 | $1.97M | Buy |
24,100
+7,878
| +49% | +$643K | 0.08% | 243 |
|
|
2023
Q2 | $1.39M | Buy |
16,222
+4,892
| +43% | +$418K | 0.05% | 342 |
|
|
2023
Q1 | $995K | Buy |
11,330
+1,419
| +14% | +$125K | 0.04% | 425 |
|
|
2022
Q4 | $843K | Buy |
9,911
+1,141
| +13% | +$97K | 0.04% | 458 |
|
|
2022
Q3 | $693K | Buy |
8,770
+1,712
| +24% | +$135K | 0.04% | 474 |
|
|
2022
Q2 | $537K | Buy |
7,058
+286
| +4% | +$21.8K | 0.04% | 513 |
|
|
2022
Q1 | $592K | Buy |
6,772
+1,403
| +26% | +$123K | 0.03% | 526 |
|
|
2021
Q4 | $527K | Sell |
5,369
-473
| -8% | -$46.4K | 0.03% | 564 |
|
|
2021
Q3 | $568K | Sell |
5,842
-537
| -8% | -$52.2K | 0.03% | 507 |
|
|
2021
Q2 | $585K | Buy |
6,379
+368
| +6% | +$33.7K | 0.03% | 481 |
|
|
2021
Q1 | $467K | Buy |
6,011
+851
| +16% | +$66.1K | 0.03% | 500 |
|
|
2020
Q4 | $354K | Buy |
+5,160
| New | +$354K | 0.03% | 558 |
|