NewEdge Wealth’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 | $2.46M | Sell |
17,452
-1,283
| -7% | -$181K | 0.04% | 337 |
|
|
2025
Q1 | $2.19M | Buy |
18,735
+788
| +4% | +$91.9K | 0.04% | 341 |
|
|
2024
Q4 | $2.26M | Buy |
17,947
+3,343
| +23% | +$420K | 0.04% | 326 |
|
|
2024
Q3 | $1.52M | Buy |
14,604
+3,420
| +31% | +$357K | 0.03% | 392 |
|
|
2024
Q2 | $1.09M | Sell |
11,184
-1,994
| -15% | -$194K | 0.02% | 406 |
|
|
2024
Q1 | $1.22M | Sell |
13,178
-119,582
| -90% | -$11.1M | 0.03% | 397 |
|
|
2023
Q4 | $12.4M | Sell |
132,760
-25,916
| -16% | -$2.42M | 0.32% | 88 |
|
|
2023
Q3 | $13M | Buy |
158,676
+146,749
| +1,230% | +$12M | 0.41% | 73 |
|
|
2023
Q2 | $1.02M | Buy |
11,927
+5,966
| +100% | +$510K | 0.03% | 351 |
|
|
2023
Q1 | $523K | Sell |
5,961
-3,059
| -34% | -$269K | 0.02% | 403 |
|
|
2022
Q4 | $767K | Buy |
9,020
+1,383
| +18% | +$118K | 0.03% | 320 |
|
|
2022
Q3 | $603K | Sell |
7,637
-958
| -11% | -$75.6K | 0.03% | 326 |
|
|
2022
Q2 | $654K | Sell |
8,595
-1,083
| -11% | -$82.4K | 0.03% | 345 |
|
|
2022
Q1 | $846K | Buy |
9,678
+5,406
| +127% | +$473K | 0.04% | 239 |
|
|
2021
Q4 | $419K | Buy |
4,272
+574
| +16% | +$56.3K | 0.02% | 312 |
|
|
2021
Q3 | $360K | Buy |
3,698
+1
| +0% | +$97 | 0.02% | 234 |
|
|
2021
Q2 | $339K | Hold |
3,697
| – | – | 0.03% | 235 |
|
|
2021
Q1 | $287K | Buy |
+3,697
| New | +$287K | 0.03% | 257 |
|