Pinnacle Wealth Planning Services’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 | $617K | Buy |
4,379
+721
| +20% | +$102K | 0.08% | 158 |
|
|
2025
Q1 | $427K | Buy |
3,658
+200
| +6% | +$23.3K | 0.06% | 188 |
|
|
2024
Q4 | $435K | Sell |
3,458
-299
| -8% | -$37.6K | 0.07% | 174 |
|
|
2024
Q3 | $392K | Sell |
3,757
-7
| -0.2% | -$730 | 0.05% | 235 |
|
|
2024
Q2 | $366K | Sell |
3,764
-65
| -2% | -$6.32K | 0.05% | 235 |
|
|
2024
Q1 | $361K | Sell |
3,829
-5,111
| -57% | -$481K | 0.05% | 252 |
|
|
2023
Q4 | $834K | Sell |
8,940
-23
| -0.3% | -$2.15K | 0.13% | 107 |
|
|
2023
Q3 | $732K | Sell |
8,963
-33
| -0.4% | -$2.7K | 0.12% | 108 |
|
|
2023
Q2 | $768K | Sell |
8,996
-106
| -1% | -$9.05K | 0.12% | 110 |
|
|
2023
Q1 | $799K | Buy |
9,102
+4,918
| +118% | +$432K | 0.13% | 115 |
|
|
2022
Q4 | $356K | Buy |
4,184
+100
| +2% | +$8.5K | 0.06% | 230 |
|
|
2022
Q3 | $323K | Sell |
4,084
-3
| -0.1% | -$237 | 0.06% | 216 |
|
|
2022
Q2 | $311K | Buy |
4,087
+1
| +0% | +$76 | 0.06% | 239 |
|
|
2022
Q1 | $357K | Hold |
4,086
| – | – | 0.07% | 235 |
|
|
2021
Q4 | $401K | Sell |
4,086
-42
| -1% | -$4.12K | 0.08% | 203 |
|
|
2021
Q3 | $402K | Sell |
4,128
-4
| -0.1% | -$390 | 0.09% | 180 |
|
|
2021
Q2 | $379K | Sell |
4,132
-1
| -0% | -$92 | 0.09% | 183 |
|
|
2021
Q1 | $321K | Buy |
4,133
+5
| +0.1% | +$388 | 0.08% | 206 |
|
|
2020
Q4 | $283K | Buy |
+4,128
| New | +$283K | 0.07% | 208 |
|
|
2018
Q2 | – | Sell |
-4,210
| Closed | -$227K | – | 186 |
|
|
2018
Q1 | $227K | Buy |
4,210
+2,940
| +231% | +$159K | 0.23% | 146 |
|
|
2017
Q4 | $67K | Buy |
+1,270
| New | +$67K | 0.14% | 116 |
|