O'Rourke & Company’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 | $420K | Sell |
2,984
-67
| -2% | -$9.44K | 0.2% | 101 |
|
|
2025
Q1 | $356K | Buy |
3,051
+11
| +0.4% | +$1.28K | 0.18% | 115 |
|
|
2024
Q4 | $382K | Buy |
3,040
+4
| +0.1% | +$503 | 0.19% | 103 |
|
|
2024
Q3 | $316K | Sell |
3,036
-2
| -0.1% | -$208 | 0.16% | 115 |
|
|
2024
Q2 | $295K | Buy |
3,038
+11
| +0.4% | +$1.07K | 0.17% | 115 |
|
|
2024
Q1 | $285K | Buy |
3,027
+14
| +0.5% | +$1.32K | 0.17% | 119 |
|
|
2023
Q4 | $281K | Buy |
3,013
+19
| +0.6% | +$1.77K | 0.18% | 110 |
|
|
2023
Q3 | $245K | Buy |
2,994
+16
| +0.5% | +$1.31K | 0.18% | 117 |
|
|
2023
Q2 | $254K | Buy |
2,978
+16
| +0.5% | +$1.37K | 0.18% | 119 |
|
|
2023
Q1 | $260K | Sell |
2,962
-150
| -5% | -$13.2K | 0.2% | 114 |
|
|
2022
Q4 | $265K | Buy |
3,112
+103
| +3% | +$8.77K | 0.21% | 108 |
|
|
2022
Q3 | $238K | Buy |
3,009
+12
| +0.4% | +$949 | 0.21% | 102 |
|
|
2022
Q2 | $228K | Sell |
2,997
-37
| -1% | -$2.82K | 0.19% | 104 |
|
|
2022
Q1 | $265K | Buy |
3,034
+9
| +0.3% | +$786 | 0.18% | 103 |
|
|
2021
Q4 | $297K | Buy |
+3,025
| New | +$297K | 0.2% | 98 |
|