Nicolet 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 | $1.03M | Buy |
7,428
+103
| +1% | +$14.3K | 0.09% | 118 |
|
|
2025
Q1 | $781K | Sell |
7,325
-433
| -6% | -$46.2K | 0.08% | 142 |
|
|
2024
Q4 | $958K | Buy |
7,758
+164
| +2% | +$20.2K | 0.09% | 119 |
|
|
2024
Q3 | $794K | Buy |
7,594
+355
| +5% | +$37.1K | 0.08% | 137 |
|
|
2024
Q2 | $749K | Buy |
7,239
+362
| +5% | +$37.5K | 0.07% | 132 |
|
|
2024
Q1 | $647K | Sell |
6,877
-1,387
| -17% | -$130K | 0.07% | 141 |
|
|
2023
Q4 | $771K | Buy |
8,264
+412
| +5% | +$38.4K | 0.08% | 121 |
|
|
2023
Q3 | $621K | Buy |
7,852
+277
| +4% | +$21.9K | 0.07% | 136 |
|
|
2023
Q2 | $631K | Buy |
7,575
+497
| +7% | +$41.4K | 0.07% | 131 |
|
|
2023
Q1 | $596K | Buy |
7,078
+674
| +11% | +$56.7K | 0.07% | 132 |
|
|
2022
Q4 | $573K | Buy |
6,404
+3,212
| +101% | +$287K | 0.08% | 118 |
|
|
2022
Q3 | $250K | Buy |
3,192
+87
| +3% | +$6.81K | 0.04% | 154 |
|
|
2022
Q2 | $239K | Buy |
3,105
+43
| +1% | +$3.31K | 0.04% | 161 |
|
|
2022
Q1 | $257K | Buy |
3,062
+4
| +0.1% | +$336 | 0.03% | 167 |
|
|
2021
Q4 | $300K | Buy |
+3,058
| New | +$300K | 0.04% | 155 |
|