One Wealth Advisors’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 | $438K | Buy |
3,111
+26
| +0.8% | +$3.66K | 0.06% | 173 |
|
|
2025
Q1 | $360K | Buy |
3,085
+30
| +1% | +$3.5K | 0.05% | 185 |
|
|
2024
Q4 | $384K | Sell |
3,055
-877
| -22% | -$110K | 0.06% | 157 |
|
|
2024
Q3 | $410K | Buy |
3,932
+8
| +0.2% | +$834 | 0.06% | 157 |
|
|
2024
Q2 | $376K | Sell |
3,924
-762
| -16% | -$73K | 0.08% | 138 |
|
|
2024
Q1 | $441K | Buy |
4,686
+2,002
| +75% | +$188K | 0.08% | 138 |
|
|
2023
Q4 | $250K | Buy |
2,684
+162
| +6% | +$15.1K | 0.05% | 180 |
|
|
2023
Q3 | $206K | Buy |
+2,522
| New | +$206K | 0.05% | 181 |
|
|
2023
Q1 | – | Sell |
-795
| Closed | -$67.5K | – | 453 |
|
|
2022
Q4 | $67.5K | Buy |
+795
| New | +$67.5K | 0.02% | 355 |
|
|
2021
Q2 | – | Sell |
-3,603
| Closed | -$280K | – | 183 |
|
|
2021
Q1 | $280K | Sell |
3,603
-1,994
| -36% | -$155K | 0.11% | 114 |
|
|
2020
Q4 | $384K | Sell |
5,597
-272
| -5% | -$18.7K | 0.21% | 64 |
|
|
2020
Q3 | $284K | Sell |
5,869
-316
| -5% | -$15.3K | 0.2% | 58 |
|
|
2020
Q2 | $299K | Buy |
+6,185
| New | +$299K | 0.24% | 51 |
|
|
2019
Q2 | – | Sell |
-342
| Closed | -$14K | – | 354 |
|
|
2019
Q1 | $14K | Buy |
+342
| New | +$14K | 0.01% | 294 |
|
|
2018
Q4 | – | Sell |
-342
| Closed | -$16K | – | 342 |
|
|
2018
Q3 | $16K | Hold |
342
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $16K | Buy |
+342
| New | +$16K | 0.01% | 323 |
|
|
2018
Q1 | – | Sell |
-340
| Closed | -$18K | – | 561 |
|
|
2017
Q4 | $18K | Buy |
+340
| New | +$18K | 0.01% | 331 |
|