N.E.W. Advisory Services’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 | $187K | Sell |
1,328
-3,070
| -70% | -$432K | 0.02% | 191 |
|
|
2025
Q1 | $513K | Buy |
4,398
+1,727
| +65% | +$202K | 0.04% | 128 |
|
|
2024
Q4 | $336K | Buy |
2,671
+3
| +0.1% | +$377 | 0.03% | 144 |
|
|
2024
Q3 | $278K | Buy |
2,668
+222
| +9% | +$23.1K | 0.03% | 157 |
|
|
2024
Q2 | $238K | Buy |
2,446
+3
| +0.1% | +$292 | 0.03% | 159 |
|
|
2024
Q1 | $230K | Sell |
2,443
-37
| -1% | -$3.48K | 0.03% | 156 |
|
|
2023
Q4 | $231K | Buy |
2,480
+3
| +0.1% | +$280 | 0.03% | 149 |
|
|
2023
Q3 | $202K | Sell |
2,477
-85
| -3% | -$6.94K | 0.03% | 146 |
|
|
2023
Q2 | $219K | Sell |
2,562
-29
| -1% | -$2.48K | 0.03% | 125 |
|
|
2023
Q1 | $228K | Buy |
2,591
+116
| +5% | +$10.2K | 0.03% | 127 |
|
|
2022
Q4 | $210K | Buy |
+2,475
| New | +$210K | 0.03% | 126 |
|
|
2022
Q3 | – | Sell |
-2,641
| Closed | -$201K | – | 132 |
|
|
2022
Q2 | $201K | Buy |
+2,641
| New | +$201K | 0.04% | 126 |
|
|
2022
Q1 | – | Sell |
-2,495
| Closed | -$245K | – | 153 |
|
|
2021
Q4 | $245K | Sell |
2,495
-17
| -0.7% | -$1.67K | 0.04% | 124 |
|
|
2021
Q3 | $244K | Buy |
2,512
+132
| +6% | +$12.8K | 0.04% | 119 |
|
|
2021
Q2 | $219K | Buy |
+2,380
| New | +$219K | 0.04% | 126 |
|