Ogorek Anthony Joseph’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 | $131K | Buy |
936
+175
| +23% | +$24.5K | 0.04% | 84 |
|
|
2025
Q1 | $88K | Buy |
761
+214
| +39% | +$24.7K | 0.03% | 104 |
|
|
2024
Q4 | $68K | Sell |
547
-90
| -14% | -$11.2K | 0.02% | 96 |
|
|
2024
Q3 | $66K | Buy |
637
+111
| +21% | +$11.5K | 0.02% | 95 |
|
|
2024
Q2 | $51K | Buy |
526
+3
| +0.6% | +$291 | 0.02% | 109 |
|
|
2024
Q1 | $49K | Hold |
523
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $48K | Hold |
523
| – | – | 0.02% | 112 |
|
|
2023
Q3 | $42K | Sell |
523
-63
| -11% | -$5.06K | 0.02% | 120 |
|
|
2023
Q2 | $50K | Buy |
586
+63
| +12% | +$5.38K | 0.02% | 106 |
|
|
2023
Q1 | $45K | Hold |
523
| – | – | 0.02% | 106 |
|
|
2022
Q4 | $44K | Hold |
523
| – | – | 0.02% | 76 |
|
|
2022
Q3 | $41K | Hold |
523
| – | – | 0.02% | 74 |
|
|
2022
Q2 | $39K | Hold |
523
| – | – | 0.02% | 77 |
|
|
2022
Q1 | $45K | Hold |
523
| – | – | 0.02% | 83 |
|
|
2021
Q4 | $51K | Hold |
523
| – | – | 0.02% | 76 |
|
|
2021
Q3 | $50K | Buy |
523
+109
| +26% | +$10.4K | 0.02% | 72 |
|
|
2021
Q2 | $37K | Hold |
414
| – | – | 0.02% | 86 |
|
|
2021
Q1 | $32K | Buy |
414
+84
| +25% | +$6.49K | 0.02% | 84 |
|
|
2020
Q4 | $22K | Sell |
330
-52
| -14% | -$3.47K | 0.01% | 94 |
|
|
2020
Q3 | $18K | Hold |
382
| – | – | 0.01% | 89 |
|
|
2020
Q2 | $18K | Hold |
382
| – | – | 0.01% | 82 |
|
|
2020
Q1 | $12K | Hold |
382
| – | – | 0.01% | 109 |
|
|
2019
Q4 | $19K | Buy |
+382
| New | +$19K | 0.01% | 91 |
|