Patriot Financial Group Insurance Agency’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 | $678K | Sell |
4,812
-543
| -10% | -$76.5K | 0.08% | 266 |
|
|
2025
Q1 | $625K | Buy |
5,355
+11
| +0.2% | +$1.28K | 0.08% | 253 |
|
|
2024
Q4 | $672K | Sell |
5,344
-121
| -2% | -$15.2K | 0.09% | 237 |
|
|
2024
Q3 | $570K | Sell |
5,465
-149
| -3% | -$15.5K | 0.08% | 272 |
|
|
2024
Q2 | $546K | Sell |
5,614
-536
| -9% | -$52.1K | 0.08% | 262 |
|
|
2024
Q1 | $579K | Sell |
6,150
-169
| -3% | -$15.9K | 0.09% | 243 |
|
|
2023
Q4 | $589K | Buy |
6,319
+290
| +5% | +$27K | 0.11% | 211 |
|
|
2023
Q3 | $492K | Sell |
6,029
-251
| -4% | -$20.5K | 0.1% | 235 |
|
|
2023
Q2 | $536K | Buy |
6,280
+21
| +0.3% | +$1.79K | 0.1% | 232 |
|
|
2023
Q1 | $550K | Buy |
6,259
+869
| +16% | +$76.3K | 0.11% | 209 |
|
|
2022
Q4 | $458K | Sell |
5,390
-78
| -1% | -$6.63K | 0.06% | 224 |
|
|
2022
Q3 | $432K | Buy |
5,468
+35
| +0.6% | +$2.77K | 0.11% | 217 |
|
|
2022
Q2 | $413K | Sell |
5,433
-410
| -7% | -$31.2K | 0.08% | 234 |
|
|
2022
Q1 | $511K | Sell |
5,843
-724
| -11% | -$63.3K | 0.09% | 232 |
|
|
2021
Q4 | $645K | Buy |
6,567
+90
| +1% | +$8.84K | 0.11% | 194 |
|
|
2021
Q3 | $630K | Sell |
6,477
-30
| -0.5% | -$2.92K | 0.11% | 194 |
|
|
2021
Q2 | $597K | Sell |
6,507
-613
| -9% | -$56.2K | 0.11% | 198 |
|
|
2021
Q1 | $553K | Buy |
7,120
+227
| +3% | +$17.6K | 0.13% | 176 |
|
|
2020
Q4 | $472K | Buy |
6,893
+773
| +13% | +$52.9K | 0.12% | 187 |
|
|
2020
Q3 | $296K | Sell |
6,120
-82
| -1% | -$3.97K | 0.1% | 201 |
|
|
2020
Q2 | $230K | Buy |
6,202
+480
| +8% | +$17.8K | 0.09% | 211 |
|
|
2020
Q1 | $195K | Buy |
5,722
+4,523
| +377% | +$154K | 0.09% | 215 |
|
|
2019
Q4 | $61K | Buy |
1,199
+2
| +0.2% | +$102 | 0.02% | 438 |
|
|
2019
Q3 | $51K | Buy |
1,197
+70
| +6% | +$2.98K | 0.02% | 444 |
|
|
2019
Q2 | $49K | Sell |
1,127
-32
| -3% | -$1.39K | 0.02% | 439 |
|
|
2019
Q1 | $49K | Buy |
1,159
+8
| +0.7% | +$338 | 0.03% | 390 |
|
|
2018
Q4 | $46K | Sell |
1,151
-160
| -12% | -$6.39K | 0.03% | 338 |
|
|
2018
Q3 | $61K | Buy |
1,311
+1,061
| +424% | +$49.4K | 0.04% | 273 |
|
|
2018
Q2 | $12K | Sell |
250
-100
| -29% | -$4.8K | 0.01% | 375 |
|
|
2018
Q1 | $18K | Hold |
350
| – | – | 0.01% | 494 |
|
|
2017
Q4 | $19K | Hold |
350
| – | – | 0.01% | 469 |
|
|
2017
Q3 | $17K | Hold |
350
| – | – | 0.02% | 450 |
|
|
2017
Q2 | $16K | Hold |
350
| – | – | 0.02% | 432 |
|
|
2017
Q1 | $15K | Sell |
350
-76
| -18% | -$3.26K | 0.02% | 421 |
|
|
2016
Q4 | $18K | Buy |
+426
| New | +$18K | 0.02% | 363 |
|