Pacific Capital 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
Q1 | – | Sell |
-100
| Closed | -$12.6K | – | 261 |
|
|
2024
Q4 | $12.6K | Sell |
100
-112
| -53% | -$14.1K | ﹤0.01% | 253 |
|
|
2024
Q3 | $22.1K | Buy |
212
+31
| +17% | +$3.23K | ﹤0.01% | 228 |
|
|
2024
Q2 | $17.6K | Hold |
181
| – | – | ﹤0.01% | 251 |
|
|
2024
Q1 | $17K | Buy |
181
+81
| +81% | +$7.63K | ﹤0.01% | 199 |
|
|
2023
Q4 | $9.33K | Buy |
+100
| New | +$9.33K | ﹤0.01% | 223 |
|