Parsec Financial Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $294K | Sell |
3,350
-158
| -5% | -$13.9K | 0.01% | 258 |
|
|
2022
Q4 | $298K | Sell |
3,508
-658
| -16% | -$55.9K | 0.01% | 250 |
|
|
2022
Q3 | $329K | Sell |
4,166
-1,215
| -23% | -$96K | 0.02% | 225 |
|
|
2022
Q2 | $409K | Sell |
5,381
-1,225
| -19% | -$93.1K | 0.02% | 222 |
|
|
2022
Q1 | $577K | Sell |
6,606
-1,162
| -15% | -$101K | 0.02% | 208 |
|
|
2021
Q4 | $762K | Sell |
7,768
-3,409
| -31% | -$334K | 0.03% | 186 |
|
|
2021
Q3 | $1.11M | Buy |
11,177
+186
| +2% | +$18.5K | 0.05% | 158 |
|
|
2021
Q2 | $1.01M | Buy |
10,991
+1,207
| +12% | +$111K | 0.05% | 148 |
|
|
2021
Q1 | $760K | Buy |
+9,784
| New | +$760K | 0.04% | 160 |
|