Mystic Asset Management’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 | $2.1M | Sell |
14,921
-24
| -0.2% | -$3.38K | 0.51% | 55 |
|
|
2025
Q1 | $1.74M | Sell |
14,945
-119
| -0.8% | -$13.9K | 0.46% | 62 |
|
|
2024
Q4 | $1.89M | Sell |
15,064
-407
| -3% | -$51.2K | 0.51% | 55 |
|
|
2024
Q3 | $1.61M | Sell |
15,471
-314
| -2% | -$32.7K | 0.61% | 54 |
|
|
2024
Q2 | $1.53M | Sell |
15,785
-139
| -0.9% | -$13.5K | 0.62% | 46 |
|
|
2024
Q1 | $1.5M | Buy |
15,924
+426
| +3% | +$40.1K | 0.62% | 51 |
|
|
2023
Q4 | $1.45M | Buy |
15,498
+635
| +4% | +$59.2K | 0.69% | 44 |
|
|
2023
Q3 | $1.21M | Buy |
14,863
+301
| +2% | +$24.6K | 0.68% | 46 |
|
|
2023
Q2 | $1.24M | Sell |
14,562
-474
| -3% | -$40.5K | 0.67% | 48 |
|
|
2023
Q1 | $1.32M | Sell |
15,036
-474
| -3% | -$41.6K | 0.73% | 43 |
|
|
2022
Q4 | $1.32M | Sell |
15,510
-10
| -0.1% | -$850 | 0.75% | 45 |
|
|
2022
Q3 | $1.23M | Buy |
15,520
+190
| +1% | +$15K | 0.79% | 45 |
|
|
2022
Q2 | $1.17M | Buy |
15,330
+295
| +2% | +$22.4K | 0.71% | 51 |
|
|
2022
Q1 | $1.31M | Buy |
15,035
+645
| +4% | +$56.4K | 0.71% | 46 |
|
|
2021
Q4 | $1.41M | Buy |
+14,390
| New | +$1.41M | 0.67% | 42 |
|