OneDigital Investment 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 | $2.26M | Sell |
16,045
-362
| -2% | -$51K | 0.03% | 400 |
|
|
2025
Q1 | $1.91M | Buy |
16,407
+538
| +3% | +$62.8K | 0.02% | 417 |
|
|
2024
Q4 | $2M | Sell |
15,869
-2,389
| -13% | -$300K | 0.02% | 423 |
|
|
2024
Q3 | $1.9M | Sell |
18,258
-3,449
| -16% | -$360K | 0.02% | 452 |
|
|
2024
Q2 | $2.11M | Buy |
21,707
+8,819
| +68% | +$857K | 0.03% | 406 |
|
|
2024
Q1 | $1.21M | Sell |
12,888
-1,746
| -12% | -$164K | 0.02% | 452 |
|
|
2023
Q4 | $1.36M | Buy |
14,634
+2,677
| +22% | +$250K | 0.02% | 386 |
|
|
2023
Q3 | $977K | Buy |
11,957
+438
| +4% | +$35.8K | 0.02% | 431 |
|
|
2023
Q2 | $984K | Sell |
11,519
-377
| -3% | -$32.2K | 0.02% | 415 |
|
|
2023
Q1 | $1.04M | Buy |
11,896
+1,899
| +19% | +$167K | 0.02% | 381 |
|
|
2022
Q4 | $850K | Buy |
9,997
+99
| +1% | +$8.42K | 0.02% | 393 |
|
|
2022
Q3 | $782K | Buy |
9,898
+451
| +5% | +$35.6K | 0.03% | 350 |
|
|
2022
Q2 | $719K | Sell |
9,447
-1,252
| -12% | -$95.3K | 0.03% | 327 |
|
|
2022
Q1 | $935K | Buy |
10,699
+651
| +6% | +$56.9K | 0.04% | 293 |
|
|
2021
Q4 | $986K | Sell |
10,048
-514
| -5% | -$50.4K | 0.03% | 280 |
|
|
2021
Q3 | $1.03M | Sell |
10,562
-1,035
| -9% | -$101K | 0.04% | 258 |
|
|
2021
Q2 | $1.06M | Buy |
11,597
+5,319
| +85% | +$488K | 0.04% | 241 |
|
|
2021
Q1 | $488K | Buy |
6,278
+770
| +14% | +$59.9K | 0.02% | 381 |
|
|
2020
Q4 | $377K | Buy |
5,508
+1,262
| +30% | +$86.4K | 0.02% | 411 |
|
|
2020
Q3 | $205K | Sell |
4,246
-68
| -2% | -$3.28K | 0.01% | 539 |
|
|
2020
Q2 | $208K | Buy |
+4,314
| New | +$208K | 0.02% | 527 |
|
|
2020
Q1 | – | Sell |
-4,202
| Closed | -$215K | – | 559 |
|
|
2019
Q4 | $215K | Buy |
+4,202
| New | +$215K | 0.02% | 484 |
|
|
2019
Q3 | – | Sell |
-340
| Closed | -$15K | – | 896 |
|
|
2019
Q2 | $15K | Hold |
340
| – | – | ﹤0.01% | 856 |
|
|
2019
Q1 | $14K | Hold |
340
| – | – | ﹤0.01% | 807 |
|
|
2018
Q4 | $13K | Buy |
+340
| New | +$13K | ﹤0.01% | 801 |
|
|
2018
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1360 |
|
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 982 |
|
|
2017
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1165 |
|