Northeast Financial Consultants’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 | $716K | Hold |
5,085
| – | – | 0.03% | 178 |
|
|
2025
Q1 | $593K | Hold |
5,085
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $639K | Hold |
5,085
| – | – | 0.03% | 179 |
|
|
2024
Q3 | $530K | Buy |
5,085
+60
| +1% | +$6.25K | 0.02% | 190 |
|
|
2024
Q2 | $488K | Hold |
5,025
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $473K | Sell |
5,025
-5,115
| -50% | -$482K | 0.02% | 200 |
|
|
2023
Q4 | $946K | Buy |
10,140
+300
| +3% | +$28K | 0.05% | 144 |
|
|
2023
Q3 | $804K | Hold |
9,840
| – | – | 0.05% | 153 |
|
|
2023
Q2 | $840K | Sell |
9,840
-1,821
| -16% | -$156K | 0.05% | 151 |
|
|
2023
Q1 | $1.02M | Buy |
11,661
+16
| +0.1% | +$1.41K | 0.07% | 141 |
|
|
2022
Q4 | $990K | Sell |
11,645
-10,322
| -47% | -$878K | 0.07% | 139 |
|
|
2022
Q3 | $1.74M | Buy |
21,967
+93
| +0.4% | +$7.35K | 0.13% | 100 |
|
|
2022
Q2 | $1.66M | Buy |
21,874
+383
| +2% | +$29.1K | 0.12% | 103 |
|
|
2022
Q1 | $1.88M | Buy |
21,491
+2,111
| +11% | +$184K | 0.11% | 111 |
|
|
2021
Q4 | $1.9M | Buy |
19,380
+4,168
| +27% | +$409K | 0.11% | 97 |
|
|
2021
Q3 | $1.48M | Buy |
15,212
+4,877
| +47% | +$474K | 0.1% | 121 |
|
|
2021
Q2 | $948K | Buy |
10,335
+114
| +1% | +$10.5K | 0.06% | 164 |
|
|
2021
Q1 | $794K | Buy |
10,221
+5,324
| +109% | +$414K | 0.06% | 161 |
|
|
2020
Q4 | $336K | Buy |
+4,897
| New | +$336K | 0.03% | 240 |
|