NewSquare Capital’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 | $135K | Buy |
958
+521
| +119% | +$73.4K | 0.01% | 194 |
|
|
2025
Q1 | $51K | Buy |
437
+392
| +871% | +$45.7K | ﹤0.01% | 233 |
|
|
2024
Q4 | $5.66K | Buy |
+45
| New | +$5.66K | ﹤0.01% | 351 |
|
|
2023
Q4 | – | Sell |
-22
| Closed | -$1.8K | – | 592 |
|
|
2023
Q3 | $1.8K | Buy |
+22
| New | +$1.8K | ﹤0.01% | 460 |
|
|
2023
Q2 | – | Sell |
-161
| Closed | -$14.1K | – | 915 |
|
|
2023
Q1 | $14.1K | Buy |
+161
| New | +$14.1K | ﹤0.01% | 310 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 509 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 457 |
|
|
2022
Q1 | – | Sell |
-198
| Closed | -$19K | – | 439 |
|
|
2021
Q4 | $19K | Hold |
198
| – | – | ﹤0.01% | 243 |
|
|
2021
Q3 | $19K | Hold |
198
| – | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $18K | Hold |
198
| – | – | ﹤0.01% | 235 |
|
|
2021
Q1 | $15K | Hold |
198
| – | – | ﹤0.01% | 212 |
|
|
2020
Q4 | $14K | Buy |
198
+89
| +82% | +$6.29K | ﹤0.01% | 215 |
|
|
2020
Q3 | $5K | Sell |
109
-30
| -22% | -$1.38K | ﹤0.01% | 261 |
|
|
2020
Q2 | $7K | Buy |
139
+30
| +28% | +$1.51K | ﹤0.01% | 240 |
|
|
2020
Q1 | $4K | Hold |
109
| – | – | ﹤0.01% | 294 |
|
|
2019
Q4 | $6K | Hold |
109
| – | – | ﹤0.01% | 245 |
|
|
2019
Q3 | $5K | Hold |
109
| – | – | ﹤0.01% | 227 |
|
|
2019
Q2 | $5K | Sell |
109
-25
| -19% | -$1.15K | ﹤0.01% | 291 |
|
|
2019
Q1 | $6K | Buy |
134
+25
| +23% | +$1.12K | ﹤0.01% | 268 |
|
|
2018
Q4 | $4K | Hold |
109
| – | – | ﹤0.01% | 278 |
|
|
2018
Q3 | $5K | Hold |
109
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $5K | Hold |
109
| – | – | ﹤0.01% | 267 |
|
|
2018
Q1 | $6K | Hold |
109
| – | – | ﹤0.01% | 261 |
|
|
2017
Q4 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 263 |
|