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Next Level Private’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.7M Buy
26,254
+6
+0% +$845 1.2% 22
2025
Q1
$3.06M Hold
26,248
1.14% 26
2024
Q4
$3.3M Sell
26,248
-55
-0.2% -$6.92K 1.33% 22
2024
Q3
$2.74M Hold
26,303
1.12% 25
2024
Q2
$2.56M Hold
26,303
1.17% 24
2024
Q1
$2.48M Buy
26,303
+55
+0.2% +$5.18K 1.14% 24
2023
Q4
$2.45M Sell
26,248
-22
-0.1% -$2.05K 1.39% 21
2023
Q3
$2.11M Buy
26,270
+22
+0.1% +$1.77K 1.4% 21
2023
Q2
$2.19M Hold
26,248
1.42% 19
2023
Q1
$2.3M Hold
26,248
1.81% 17
2022
Q4
$2.3M Hold
26,248
1.69% 16
2022
Q3
$2.18M Buy
+26,248
New +$2.18M 1.92% 15
2022
Q2
Sell
-26,248
Closed -$2.29M 169
2022
Q1
$2.29M Sell
26,248
-33
-0.1% -$2.88K 1.85% 15
2021
Q4
$2.58M Buy
+26,281
New +$2.58M 2.16% 13